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iShares ESG Screened S&P 500 ETF
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Overview Fund Activity

109 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 4 closing their positions.

Holders
109
Holders Change
+2
Holders Change %
+1.87%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
12
Increased
43
Reduced
27
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$1.12M
2
LPL Financial
2
LPL Financial
California
$9.38M
3
SS
3
Sound Stewardship
Kansas
$892K
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.19M
5
EWA
5
EP Wealth Advisors
California
$537K

Top Sellers

1
WCP
1
Wick Capital Partners
Pennsylvania
$1.43M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$0
3
BWP
3
BSW Wealth Partners
Colorado
$3.35M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$1.94M
5
RCS
5
Retirement Capital Strategies
California
$734K
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$1.19M 25,014 +15,983 +177%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.18M 24,740 -60 -0.2%
Jane Street
28
Jane Street
New York
$1.12M 23,450 +23,450 New
MCM
29
MAI Capital Management
Ohio
$1.06M 22,132 +639 +3%
KAS
30
Kestra Advisory Services
Texas
$961K 20,158 -865 -4%
MFG
31
Magnus Financial Group
New York
$931K 19,516 +45 +0.2%
FYW
32
Future You Wealth
New York
$921K 19,319 -3,062 -14%
SS
33
Sound Stewardship
Kansas
$892K 18,698 +18,698 New
Mariner
34
Mariner
Kansas
$820K 17,205 +6,056 +54%
SMA
35
Sage Mountain Advisors
Georgia
$803K 16,828 +1,288 +8%
FS
36
Ferguson Shapiro
Georgia
$779K 16,333 -88 -0.5%
RCS
37
Retirement Capital Strategies
California
$734K 15,381 -10,333 -40%
AIM
38
Archer Investment Management
Texas
$732K 15,343 -3,137 -17%
TFO
39
Tarbox Family Office
California
$682K 14,298 -7,859 -35%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$595K 12,483 -125 -1%
CAM
41
Cresset Asset Management
Illinois
$590K 12,379 +384 +3%
HFA
42
Highland Financial Advisors
New Jersey
$569K 11,924 +2,229 +23%
SFC
43
Sprinkle Financial Consultants
Colorado
$563K 11,812 +28 +0.2%
ADL
44
Asset Dedication LLC
California
$546K 11,454 – –
EWA
45
EP Wealth Advisors
California
$537K 11,262 +11,262 New
Osaic Holdings
46
Osaic Holdings
Arizona
$515K 11,106 +941 +9%
IWC
47
Integrated Wealth Concepts
Massachusetts
$513K 10,765 +158 +1%
FFP
48
Freedom Financial Partners
Minnesota
$511K 10,718 +2,670 +33%
SS
49
Sunbelt Securities
Texas
$511K 11,273 +10,366 +1,143%
PWM
50
Parkworth Wealth Management
California
$508K 10,658 +25 +0.2%
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