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iShares ESG Screened S&P 500 ETF

40 hedge funds and large institutions have $147M invested in iShares ESG Screened S&P 500 ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 3 reducing their positions, and 8 closing their positions.

Holders
40
Holders Change
+2
Holders Change %
+5.26%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
20
Reduced
3
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CWM
26
Cornerstone Wealth Management
Missouri
$201K 7,073 +7,073 New
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$185K 6,550 +4,505 +220%
HI
28
Harbour Investments
Wisconsin
$162K 5,712 +5,712 New
SWM
29
Selective Wealth Management
Virginia
$134K 4,718 +3,268 +225%
Bank of America
30
Bank of America
North Carolina
$98K 3,466 +49 +1%
COCM
31
Charter Oak Capital Management
New Hampshire
$81K 2,860
SPIA
32
Steward Partners Investment Advisory
New York
$67K 2,371 +2,371 New
AIA
33
Arcadia Investment Advisors
Idaho
$59K 2,077 +35 +2%
Osaic Holdings
34
Osaic Holdings
Arizona
$40K 1,403 +900 +179%
SBL
35
Sargent Bickham Lagudis
Colorado
$9K 300
US Bancorp
36
US Bancorp
Minnesota
$6K 204
BlackRock
37
BlackRock
New York
$5K 163 +163 New
APA
38
American Portfolios Advisors
New York
$4.94K 174
ST
39
Smithfield Trust
Pennsylvania
$4K 147 +147 New
JFA
40
JNBA Financial Advisors
Minnesota
$3K 107
RCS
41
Retirement Capital Strategies
California
-137,661 Closed
HighTower Advisors
42
HighTower Advisors
Illinois
-85,276 Closed
Citadel Advisors
43
Citadel Advisors
Florida
-14,580 Closed
Walleye Capital
44
Walleye Capital
New York
-9,522 Closed
SAS
45
Sanford Advisory Services
Michigan
-5,853 Closed
UBS Group
46
UBS Group
Switzerland
-480 Closed
PFS
47
Prospera Financial Services
Texas
-450 Closed
Fidelity Investments
48
Fidelity Investments
Massachusetts
-1 Closed
CFGS
49
Concourse Financial Group Securities
Alabama