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iShares ESG Screened S&P 500 ETF

117 hedge funds and large institutions have $162M invested in iShares ESG Screened S&P 500 ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
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
$42.4M
BCM
2
Becker Capital Management
Oregon
$11.6M
LPL Financial
3
LPL Financial
California
$11.2M
Brown Advisory
4
Brown Advisory
Maryland
$8.22M
JFA
5
JNBA Financial Advisors
Minnesota
$5M
Raymond James Financial
6
Raymond James Financial
Florida
$4.63M
ABWM
7
Alpine Bank Wealth Management
Colorado
$4.19M
WBG
8
Wharton Business Group
Pennsylvania
$3.94M
Franklin Resources
9
Franklin Resources
California
$3.92M
APW
10
Atlantic Private Wealth
North Carolina
$3.49M
BWP
11
BSW Wealth Partners
Colorado
$3.29M
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$3.25M
BFO
13
Biltmore Family Office
North Carolina
$2.9M
GAM
14
Gould Asset Management
California
$2.11M
HighTower Advisors
15
HighTower Advisors
Illinois
$2.09M
NP
16
NorthRock Partners
Minnesota
$1.72M
Bank of America
17
Bank of America
North Carolina
$1.57M
WCP
18
Wick Capital Partners
Pennsylvania
$1.54M
FC
19
Financial Council
Maryland
$1.52M
AWM
20
Apollon Wealth Management
South Carolina
$1.5M
JP Morgan Chase
21
JP Morgan Chase
New York
$1.4M
Citadel Advisors
22
Citadel Advisors
Florida
$1.39M
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.36M
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.31M
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1.19M