ISHARES ESG AWARE MSCI USA (ESGU) Institutional Ownership Changes & 13F Activity

ISHARES ESG AWARE MSCI USA (ESGU). 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 Corient Private Wealth Llc, Blue Edge Capital, Llc, Mercer Global Advisors Inc, Envestnet Asset Management Inc, and Citadel Advisors Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Neuberger Berman Group LlcBuy+1,305—1,305$213.59KQ2 2026Oct 27, 2026
Sage Financial Group IncSell-25-1.3%1,850$302.79KQ2 2026Oct 27, 2026
Howard Financial Services, Ltd.Buy+8+0.2%4,785$783.19KQ2 2026Oct 14, 2026
Envestnet Asset Management IncSell-34,505-1.6%2,064,131$337.84MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Sell-2,297-0.7%328,566$53.78MQ2 2026Sep 23, 2026
Qrg Capital Management, Inc.Buy+58+3.7%1,613$264.00KQ2 2026Sep 23, 2026
Security National Bank Of Sioux City IowaBuy+153—153$25.04KQ2 2026Sep 18, 2026
Integrated Wealth Concepts LlcBuy+8,564+7.1%129,466$21.19MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+10+13.2%86$14.08KQ2 2026Sep 04, 2026
Citadel Advisors LlcBuy+22,696—22,696$3.71MQ2 2026Sep 02, 2026
Corient Private Wealth LlcSell-86,979-60.3%57,214$9.36MQ2 2026Aug 27, 2026
Forefront Wealth Partners, LlcBuy+1,946+72.7%4,624$756.81KQ2 2026Aug 20, 2026
Rehmann Capital Advisory GroupSell-125-1.4%8,531$1.40MQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+44,662+16.5%314,851$51.53MQ2 2026Aug 19, 2026
Prosperitas Financial LlcBuy+551+19.2%3,422$560.08KQ2 2026Aug 19, 2026
Vermillion & White Wealth Management Group, LlcSell-450-16.9%2,211$361.87KQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+237+4.6%5,428$888.35KQ2 2026Aug 19, 2026
Archer Investment CorpBuy+1+0.2%414$67.70KQ2 2026Aug 19, 2026
Goodwin Investment AdvisorySell-1-0.0%30,636$5.01MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+7,008+3.9%184,713$30.23MQ2 2026Aug 18, 2026
Capasso Planning Partners LlcBuy+4,435—4,435$725.88KQ2 2026Aug 18, 2026
North Star Asset Management IncSell-20-1.1%1,819$297.72KQ2 2026Aug 18, 2026
Blue Edge Capital, LlcBuy+83,906—83,906$13.73MQ2 2026Aug 17, 2026
Wny Asset Management, LlcBuy+10,134—10,134$1.66MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-4,265-6.6%60,173$9.86MQ2 2026Aug 17, 2026
Yukon Wealth Management, Inc.Buy+3,750+8.9%45,850$7.50MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Sell-2,385-9.4%23,091$3.78MQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+875+74.0%2,058$336.92KQ2 2026Aug 17, 2026
Pure Financial Advisors, LlcSell-620-2.9%20,431$3.34MQ2 2026Aug 17, 2026
Balanced Rock Investment Advisors LlcSell-43-0.1%35,948$5.88MQ2 2026Aug 17, 2026
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Frequently asked questions about ESGU activity

  • Which institutional owners are buying ESGU?

    Institutional owners buying ESGU 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 ESGU activity?

    "Buy" means an investor increased their reported position in ESGU compared to the prior reporting period. This reflects growing exposure to ISHARES ESG AWARE MSCI USA (ESGU) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in ESGU increasing?

    Institutional interest in ESGU 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.