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iShares ESG Screened S&P 500 ETF
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Overview Fund Activity

60 hedge funds and large institutions have $161M invested in iShares ESG Screened S&P 500 ETF in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 23 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
60
Holders Change
+16
Holders Change %
+36.36%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
23
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$5.63M
2
BWP
2
BSW Wealth Partners
Colorado
$3.33M
3
UFA
3
US Financial Advisors
Massachusetts
$988K
4
NYLIM
4
New York Life Investment Management
New York
$1.87M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$785K

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$1.28M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
RF
3
RHS Financial
California
$258K
4
SWM
4
Selective Wealth Management
Virginia
$0
5
SPIA
5
Steward Partners Investment Advisory
New York
$4.86K
Name Market Value Shares Shares
Change 		Shares
Change %
AIA
26
Armor Investment Advisors
North Carolina
$360K 12,662 +3,954 +45%
GF
27
Gries Financial
Ohio
$339K 11,924 – –
US Bancorp
28
US Bancorp
Minnesota
$339K 11,924 – –
HFA
29
Highland Financial Advisors
New Jersey
$334K 11,757 +2,950 +33%
MML Investors Services
30
MML Investors Services
Massachusetts
$302K 10,620 -643 -6%
RCS
31
Retirement Capital Strategies
California
$292K 10,260 +10,260 New
JPMPWA
32
J.P. Morgan Private Wealth Advisors
California
$290K 10,219 – –
MWM
33
Merriman Wealth Management
Washington
$271K 9,524 – –
SPC
34
Sigma Planning Corp
Michigan
$261K 9,195 +923 +11%
KWA
35
KCS Wealth Advisory
California
$259K 9,117 – –
RF
36
RHS Financial
California
$258K 9,076 -6,490 -42%
TDWM
37
Topel & Distasi Wealth Management
California
$236K 8,300 +260 +3%
HI
38
Harbour Investments
Wisconsin
$232K 8,178 +2,466 +43%
MCM
39
Monument Capital Management
Virginia
$229K 8,045 +8,045 New
EGWAG
40
Elwood & Goetz Wealth Advisory Group
Georgia
$224K 7,875 +7,875 New
RCAG
41
Rehmann Capital Advisory Group
Michigan
$220K 7,740 +7,740 New
Mariner
42
Mariner
Kansas
$215K 7,565 +7,565 New
CA
43
Cetera Advisors
Colorado
$204K 7,187 +7,187 New
Osaic Holdings
44
Osaic Holdings
Arizona
$171K 6,018 +4,789 +390%
Bank of America
45
Bank of America
North Carolina
$129K 4,546 +416 +10%
GBT
46
Grove Bank & Trust
Florida
$110K 3,863 +3,863 New
AIA
47
Arcadia Investment Advisors
Idaho
$90.1K 3,169 +1,092 +53%
UBS Group
48
UBS Group
Switzerland
$23K 809 +809 New
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$19.2K 675 +350 +108%
FDCDDQ
50
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.4K 400 – –
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