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iShares ESG Screened S&P 500 ETF

110 hedge funds and large institutions have $143M invested in iShares ESG Screened S&P 500 ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 27 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SLF
1
Sun Life Financial
Ontario, Canada
$39.3M
BCM
2
Becker Capital Management
Oregon
$10.8M
LPL Financial
3
LPL Financial
California
$9.38M
BMD
4
Better Money Decisions
New Mexico
$4.23M
JFA
5
JNBA Financial Advisors
Minnesota
$3.94M
WBG
6
Wharton Business Group
Pennsylvania
$3.65M
Franklin Resources
7
Franklin Resources
California
$3.62M
ABWM
8
Alpine Bank Wealth Management
Colorado
$3.38M
BWP
9
BSW Wealth Partners
Colorado
$3.35M
APW
10
Atlantic Private Wealth
North Carolina
$3.23M
Raymond James Financial
11
Raymond James Financial
Florida
$2.9M
BFO
12
Biltmore Family Office
North Carolina
$2.68M
HighTower Advisors
13
HighTower Advisors
Illinois
$1.94M
Two Sigma Investments
14
Two Sigma Investments
New York
$1.94M
GAM
15
Gould Asset Management
California
$1.89M
Focus Partners Wealth
16
Focus Partners Wealth
Massachusetts
$1.63M
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.56M
NP
18
NorthRock Partners
Minnesota
$1.55M
WCP
19
Wick Capital Partners
Pennsylvania
$1.43M
FC
20
Financial Council
Maryland
$1.42M
AWM
21
Apollon Wealth Management
South Carolina
$1.4M
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$1.28M
Bank of America
23
Bank of America
North Carolina
$1.26M
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.23M
MML Investors Services
25
MML Investors Services
Massachusetts
$1.22M