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iShares ESG Screened S&P 500 ETF

57 hedge funds and large institutions have $96.4M invested in iShares ESG Screened S&P 500 ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 3 closing their positions.

Holders
57
Holders Change
+4
Holders Change %
+7.55%
% of All Funds
0.9%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
16
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HFA
26
Highland Financial Advisors
New Jersey
$385K 11,391 -349 -3%
US Bancorp
27
US Bancorp
Minnesota
$356K 10,524
GF
28
Gries Financial
Ohio
$356K 10,524
WWA
29
WCG Wealth Advisors
Nevada
$342K 10,125
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$341K 10,074
MWM
31
Merriman Wealth Management
Washington
$322K 9,524
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$319K 9,438 +9,438 New
KWA
33
KCS Wealth Advisory
California
$316K 9,346
RF
34
RHS Financial
California
$299K 8,846 +12 +0.1%
SPC
35
Sigma Planning Corp
Michigan
$298K 8,808 -708 -7%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$297K 8,777 +4,868 +125%
HI
37
Human Investing
Oregon
$286K 8,444 +572 +7%
TDWM
38
Topel & Distasi Wealth Management
California
$281K 8,300
Mariner
39
Mariner
Kansas
$264K 7,817 +1 +0%
MCM
40
Monument Capital Management
Virginia
$246K 7,274
CA
41
Cetera Advisors
Colorado
$243K 7,187
Osaic Holdings
42
Osaic Holdings
Arizona
$230K 6,806 +10 +0.1%
CWM
43
Cornerstone Wealth Management
Missouri
$228K 6,745
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$220K 6,493
CAAS
45
Capital Asset Advisory Services
Michigan
$203K 5,933 +5,933 New
GBT
46
Grove Bank & Trust
Florida
$131K 3,863
AIA
47
Arcadia Investment Advisors
Idaho
$111K 3,291
HI
48
Harbour Investments
Wisconsin
$90.1K 2,663 -3 -0.1%
JFA
49
JNBA Financial Advisors
Minnesota
$39.6K 1,171 +401 +52%
AF
50
Advisornet Financial
Minnesota
$33.1K 979 +979 New