Who Owns EGUS?
iShares ESG Aware MSCI USA Growth ETF — Institutional Ownership & 13F Holdings
$57.04
+1.34 (+2.40%)
Market Cap
$27.0M
Shares Outstanding
497,595
Institutional Holders
13
Total Inst. Value
$4.2M
% of Float Held
—
QoQ Holder Change
+7
Institutional data as of Q1 2025
New Positions
7
Closed Positions
2
Increased
2
Decreased
1
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | SageView Advisory Group, LLCNew | $1.5M | 37,330 |
| 2 | GOLDMAN SACHS GROUP INCNew | $811K | 20,552 |
| 3 | Apollon Wealth Management, LLC | $567K | 14,380 |
| 4 | Serenus Wealth Advisors, LLCNew | $346K | 8,767 |
| 5 | Tower Research Capital LLC (TRC) | $343K | 8,696 |
| 6 | Prosperity Planning, Inc.New | $219K | 5,558 |
| 7 | Fermata Advisors, LLCNew | $210K | 5,332 |
| 8 | ASSETMARK, INC | $150K | 3,794 |
| 9 | Front Row Advisors LLC | $27K | 680 |
| 10 | UBS Group AG | $20K | 511 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| SageView Advisory Group, LLCNew | +37K | $1.5M |
| GOLDMAN SACHS GROUP INCNew | +21K | $811K |
| Serenus Wealth Advisors, LLCNew | +9K | $346K |
| Prosperity Planning, Inc.New | +6K | $219K |
| Fermata Advisors, LLCNew | +5K | $210K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Tower Research Capital LLC (TRC) | -19K | $343K |
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Frequently Asked Questions
How many institutional investors hold EGUS?
As of Q1 2025, 13 institutional investors report holding EGUS (iShares ESG Aware MSCI USA Growth ETF) in their 13F filings.
Which hedge fund owns the most EGUS?
The largest institutional holder of EGUS is SageView Advisory Group, LLC with $1.5M in shares.
Are institutions buying or selling EGUS?
This quarter, 7 institutions opened new positions in EGUS and 2 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.