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iShares ESG Screened S&P 500 ETF

53 hedge funds and large institutions have $58.3M invested in iShares ESG Screened S&P 500 ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 12 closing their positions.

Holders
53
Holders Change
-7
Holders Change %
-11.67%
% of All Funds
0.85%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
17
Reduced
16
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
26
LPL Financial
California
$321K 10,392 -3,175 -23%
WWA
27
WCG Wealth Advisors
Nevada
$313K 10,125 +10,125 New
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$311K 10,074 +10,074 New
MWM
29
Merriman Wealth Management
Washington
$294K 9,524
SPC
30
Sigma Planning Corp
Michigan
$294K 9,516 +321 +3%
KWA
31
KCS Wealth Advisory
California
$289K 9,346 +229 +3%
RF
32
RHS Financial
California
$273K 8,834 -242 -3%
TDWM
33
Topel & Distasi Wealth Management
California
$256K 8,300
HI
34
Human Investing
Oregon
$243K 7,872 +7,872 New
Mariner
35
Mariner
Kansas
$241K 7,816 +251 +3%
MCM
36
Monument Capital Management
Virginia
$225K 7,274 -771 -10%
CA
37
Cetera Advisors
Colorado
$222K 7,187
Osaic Holdings
38
Osaic Holdings
Arizona
$210K 6,796 +778 +13%
CWM
39
Cornerstone Wealth Management
Missouri
$208K 6,745 +6,745 New
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$201K 6,493 +6,493 New
Bank of America
41
Bank of America
North Carolina
$157K 5,097 +551 +12%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$121K 3,909 -19,597 -83%
GBT
43
Grove Bank & Trust
Florida
$119K 3,863
AIA
44
Arcadia Investment Advisors
Idaho
$102K 3,291 +122 +4%
HI
45
Harbour Investments
Wisconsin
$82.4K 2,666 -5,512 -67%
UBS Group
46
UBS Group
Switzerland
$59.4K 1,921 +1,112 +137%
JFA
47
JNBA Financial Advisors
Minnesota
$23.8K 770 +503 +188%
FDCDDQ
48
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.4K 400
MIA
49
Milestone Investment Advisors
Wisconsin
$9.27K 300
SWM
50
Spire Wealth Management
Virginia
$8.9K 288 +288 New