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iShares ESG Screened S&P 500 ETF

60 hedge funds and large institutions have $74.5M invested in iShares ESG Screened S&P 500 ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+3
Holders Change %
+5.26%
% of All Funds
0.96%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
17
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
26
LPL Financial
California
$441K +$69.8K +2,152 +19%
SS
27
Sunbelt Securities
Texas
$401K +$401K +12,360 New
HFA
28
Highland Financial Advisors
New Jersey
$368K -$1.3K -40 -0.4%
AIA
29
Armor Investment Advisors
North Carolina
$364K -$16.2K -500 -4%
WWA
30
WCG Wealth Advisors
Nevada
$328K
PFO
31
Pathstone Family Office
New Jersey
$325K +$325K +10,014 New
US Bancorp
32
US Bancorp
Minnesota
$319K -$22.5K -695 -7%
GF
33
Gries Financial
Ohio
$319K -$22.5K -695 -7%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$318K +$12.3K +381 +4%
MWM
35
Merriman Wealth Management
Washington
$310K
TSS
36
Two Sigma Securities
New York
$302K +$302K +9,323 New
NL
37
Navalign LLC
California
$296K +$296K +9,117 New
RF
38
RHS Financial
California
$287K
HI
39
Human Investing
Oregon
$274K +$32 +1 +0%
SPC
40
Sigma Planning Corp
Michigan
$271K -$14.4K -443 -5%
TDWM
41
Topel & Distasi Wealth Management
California
$256K -$13.3K -410 -5%
Mariner
42
Mariner
Kansas
$253K
MCM
43
Monument Capital Management
Virginia
$235K -$1.2K -37 -0.5%
CA
44
Cetera Advisors
Colorado
$233K
LFG
45
Leverty Financial Group
Wisconsin
$218K -$234K -7,223 -52%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$211K
GBT
47
Grove Bank & Trust
Florida
$125K
Osaic Holdings
48
Osaic Holdings
Arizona
$116K -$105K -3,231 -47%
AIA
49
Arcadia Investment Advisors
Idaho
$107K
HI
50
Harbour Investments
Wisconsin
$86.4K