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ESGU Institutional Ownership & 13F Holders | SmartMoneyDB

ESGUISHARES TR

ESG AWR MSCI USA · CUSIP 46435G425

Smart Money Ownership

Of the 7 tracked institutions holding ESGU, 3 have a 3-year clone track record — 3 of them beat the S&P. Average holder's clone alpha: +6.5pt. It's a gauge of who owns the name, not just how many.

Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →

ESGU (ISHARES TR) Institutional Ownership Summary

Among the 7 tracked institutional investors we monitor, ESGU (ISHARES TR) is held with a combined value of $450.55M across 2,753,402 shares. The largest holder is BlackRock, Inc. with a position worth $383.52M. 2 funds opened new positions in the most recent quarter. 3 funds increased their holdings. 2 funds reduced their position.

Total Institutional Value

$450.55M

Total Shares Held

2,753,402

Institutional Holders

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

CITADEL ADVISORS LLCNew position~$3.7M RENAISSANCE TECHNOLOGIES LLCNew position~$3.0M FMR LLC+2% shares~$858.2K AQR CAPITAL MANAGEMENT LLC+29% shares~$495.3K Fisher Asset Management, LLC+5% shares~$478.5K

13F Institutional Holders

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Fisher Asset Management, LLC

RENAISSANCE TECHNOLOGIES LLC

0.00% of bookNew

$2.98M

AQR CAPITAL MANAGEMENT LLC

#	Fund	Value↓	Shares	Portfolio %	Change
1	BlackRock, Inc.	$383.52M	2,343,264	0.01%	-0.6%
2	FMR LLC	$46.03M	281,229	0.00%	+1.9%
3	Fisher Asset Management, LLC	$11.11M	67,897	0.00%	+4.5%
4	CITADEL ADVISORS LLC	$3.71M	22,696	0.00%	New
5	RENAISSANCE TECHNOLOGIES LLC	$2.98M	18,200	0.00%	New
6	AQR CAPITAL MANAGEMENT LLC	$2.21M	13,499	0.00%	+28.9%
7	VANGUARD GROUP INC	$985.75K	6,617	0.00%	-1.6%

Frequently Asked Questions

Which institutional investors own the most ESGU stock?

As of the latest SEC 13F filings, BlackRock, Inc. is the largest institutional holder of ESGU with a position worth $383.52M, representing 0.01% of their portfolio. In total, 7 institutional investors hold ESGU with a combined value of $450.55M.

Are hedge funds buying or selling ESGU?

In the most recent quarter, 2 funds opened a new position in ESGU. Additionally, 3 increased their holdings and 2 reduced their positions.

What percentage of ESGU is owned by institutional investors?

Institutional investors hold $450.55M worth of ESGU stock across 7 positions. The largest institutional holder is BlackRock, Inc. with $383.52M in holdings.

What is a 13F filing and why does it matter for ESGU?

A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For ESGU, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.

Track ESGU institutional moves

Get notified when hedge funds change their ESGU positions.