ISHARES ESG AWARE MSCI US GR (EGUS) Institutional Ownership Changes & 13F Activity
ISHARES ESG AWARE MSCI US GR (EGUS). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Creative Planning, Jpmorgan Chase & Co, Tower Research Capital Llc (Trc), Serenus Wealth Advisors, Llc, and Jane Street Group, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Mercer Global Advisors Inc | Buy | +4,060 | — | 4,060 | $237.19K | Q2 2026 | Aug 19, 2026 |
| Jane Street Group, Llc | Buy | +7,966 | — | 7,966 | $465.37K | Q2 2026 | Aug 14, 2026 |
| Gts Securities Llc | Buy | +5,950 | — | 5,950 | $347.60K | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group Llc | Buy | +740 | +44.8% | 2,392 | $139.74K | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +8 | — | 8 | $467.00 | Q2 2026 | Aug 14, 2026 |
| Vanguard Advisers Inc | Buy | +70 | — | 70 | $4.09K | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +31,519 | — | 31,519 | $1.81M | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital Llc (Trc) | Buy | +11,184 | +228.3% | 16,083 | $939.57K | Q2 2026 | Aug 11, 2026 |
| J. Mark Nickell & Co. | Buy | +1,193 | +16.5% | 8,413 | $491.49K | Q2 2026 | Aug 11, 2026 |
| Lido Advisors, Llc | Sell | -4,384 | -2.7% | 160,044 | $9.35M | Q2 2026 | Aug 07, 2026 |
| Perigon Wealth Management, Llc | Buy | +3,947 | +10.3% | 42,276 | $2.47M | Q2 2026 | Aug 07, 2026 |
| Benjamin Edwards Inc | Sell | -36 | -0.8% | 4,506 | $263.24K | Q2 2026 | Jul 24, 2026 |
| Soa Wealth Advisors, Llc. | Buy | +5,184 | — | 5,184 | $302.85K | Q2 2026 | Jul 21, 2026 |
| Prosperity Planning, Inc. | Buy | +4,044 | — | 4,044 | $236.25K | Q2 2026 | Jul 10, 2026 |
| Sunbelt Securities, Inc. | Sell | -243 | -100.0% | 0 | $0.00 | Q2 2026 | May 18, 2026 |
| Creative Planning | Sell | -41,208 | -100.0% | 0 | $0.00 | Q2 2026 | May 12, 2026 |
| Sherman Asset Management, Inc. | Sell | -352 | -100.0% | 0 | $0.00 | Q2 2026 | May 05, 2026 |
| Ascentis Independent Advisors | Sell | -1,338 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 28, 2026 |
| Serenus Wealth Advisors, Llc | Sell | -8,767 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 27, 2026 |
Frequently asked questions about EGUS activity
Which institutional owners are buying EGUS?
Institutional owners buying EGUS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in EGUS activity?
"Buy" means an investor increased their reported position in EGUS compared to the prior reporting period. This reflects growing exposure to ISHARES ESG AWARE MSCI US GR (EGUS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in EGUS increasing?
Institutional interest in EGUS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.