Inst. Holders
50 funds
ES
ESGU
ISHARES TR
$168.46 ▲ +0.69%
Prev close $167.3010 New Institutional Positions7 Institutional Exits
Snapshot
The big-picture read on ESGU right now — valuation, ownership and activity at a glance.
Inst. Value
$10.1B
Inst. Activity
10 buys / 7 sells
SEC Reports
1
Price chart 30d -0.5%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 7, 2026 dark_pool
Dark Pool: ESGU — 0.1M shares, 1,677 trades
Week starting 2026-09-07. Total ATS volume: 112,334 shares across 1,677 trades.
Jun 30, 2026 Inst.
MORGAN STANLEY — ADD
2,678,106 shares ($438.3M)
Jun 30, 2026 Inst.
Jun 11, 2026 SEC ALLIANCEBERNSTEIN L.P. — ADD
342,065 shares ($48.4M)
Institutional cluster in ESGU shows mixed conviction: Morgan Stanley added $179.8M (+48.7%), while Citadel and Amundi tr
INST-CLUSTER — Impact 3/10
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
1 SEC filing reports analyzed · 0 bullish, 0 bearish, 0 mixed, 1 neutral · avg impact 3.0/10.
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 7, 2026
dark_pool
Dark Pool: ESGU — 0.1M shares, 1,677 trades
Week starting 2026-09-07. Total ATS volume: 112,334 shares across 1,677 trades.
Aug 31, 2026
dark_pool
Dark Pool: ESGU — 0.2M shares, 2,386 trades
Week starting 2026-08-31. Total ATS volume: 156,476 shares across 2,386 trades.
Aug 24, 2026
dark_pool
Dark Pool: ESGU — 0.2M shares, 2,784 trades
Week starting 2026-08-24. Total ATS volume: 245,119 shares across 2,784 trades.
Aug 17, 2026
dark_pool
Dark Pool: ESGU — 0.1M shares, 1,451 trades
Week starting 2026-08-17. Total ATS volume: 108,424 shares across 1,451 trades.
Aug 10, 2026
dark_pool
Dark Pool: ESGU — 0.1M shares, 1,623 trades
Week starting 2026-08-10. Total ATS volume: 125,678 shares across 1,623 trades.
Institutional ownership
Which big funds own ESGU (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $10.1B total value (61,607,861 shares) as of 2026-Q2. Top holders: BANK, JPMORGAN, NORTHERN. Net buying activity: 10 institutions added/increased vs 7 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 13,667,632 | $2.2B | 22.2% | — |
| JPMORGAN CHASE & CO | 11,759,389 | $1.9B | 19.0% | — |
| NORTHERN TRUST CORP | 5,586,428 | $914.3M | 9.1% | — |
| TIAA Wealth Investment Management LLC | 4,697,103 | $763.5M | 7.6% | — |
| GOLDMAN SACHS GROUP INC | 3,914,328 | $640.7M | 6.4% | — |
| Wealthfront Advisers LLC | 2,748,033 | $449.8M | 4.5% | — |
| MORGAN STANLEY | 2,678,106 | $438.3M | 4.4% | ADD +50.2% |
| BlackRock, Inc. | 2,343,264 | $383.5M | 3.8% | — |
| ENVESTNET ASSET MANAGEMENT INC | 2,064,131 | $337.8M | 3.4% | — |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 1,336,785 | $218.8M | 2.2% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | ADD | 1,782,800 | 2,678,106 | +50.2% | $438.3M |
| ALLIANCEBERNSTEIN L.P. | ADD | 243,482 | 342,065 | +40.5% | $48.4M |
| OSAIC HOLDINGS, INC. | ADD | 143,191 | 196,199 | +37.0% | $32.1M |
| BANK OF MONTREAL /CAN/ | DOUBLED | 85,842 | 184,616 | +115.1% | $30.2M |
| Clearstead Advisors, LLC | TRIM | 337,896 | 147,226 | -56.4% | $24.1M |
| Corient Private Wealth LP | TRIM | 144,193 | 57,214 | -60.3% | $9.4M |
| BNP PARIBAS FINANCIAL MARKETS | TRIM | 74,909 | 44,872 | -40.1% | $7.3M |
| EP Wealth Advisors, LLC | DOUBLED | 20,461 | 41,534 | +103.0% | $6.8M |
| Arax Advisory Partners | DOUBLED | 2,644 | 18,695 | +607.1% | $3.1M |
| JONES FINANCIAL COMPANIES LLLP | ADD | 10,050 | 13,524 | +34.6% | $2.2M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for ESGU.
Shares short
833,504
Settlement Sep 15, 2026
Change vs prior
-10.9%
Semi-monthly cycle
Days to cover
2.5
At avg daily volume
All ESGU filing & press-release reports (1)
- INST-CLUSTER reportJun 11, 2026