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iShares ESG Screened S&P 500 ETF
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Overview Fund Activity

69 hedge funds and large institutions have $88.6M invested in iShares ESG Screened S&P 500 ETF in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 26 increasing their positions, 13 reducing their positions, and 6 closing their positions.

Holders
69
Holders Change
+9
Holders Change %
+15%
% of All Funds
1.01%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
16
Increased
26
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$2.41M
2
BCM
2
Becker Capital Management
Oregon
$8.16M
3
FC
3
Financial Council
Maryland
$1.25M
4
BMD
4
Better Money Decisions
New Mexico
$3.52M
5
LPL Financial
5
LPL Financial
California
$1.18M

Top Sellers

1
MBI
1
Montrusco Bolton Investments
Quebec, Canada
$0
2
Jane Street
2
Jane Street
New York
$0
3
GF
3
Gries Financial
Ohio
$0
4
TSS
4
Two Sigma Securities
New York
$0
5
SPC
5
Sigma Planning Corp
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BSW
26
Buckingham Strategic Wealth
Missouri
$526K – – –
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$497K +$140K +3,841 +39%
TFO
28
Tarbox Family Office
California
$476K -$33.2K -913 -7%
HFA
29
Highland Financial Advisors
New Jersey
$432K +$19.3K +532 +5%
DJSG
30
D.J. St. Germain
Massachusetts
$421K +$421K +11,578 New
AIA
31
Armor Investment Advisors
North Carolina
$414K +$5.53K +152 +1%
SS
32
Sunbelt Securities
Texas
$413K -$37K -1,016 -8%
HWMA
33
Heritage Wealth Management (Arizona)
Arizona
$405K +$405K +11,136 New
NC
34
Napatree Capital
Rhode Island
$386K +$386K +10,612 New
Pathstone Holdings
35
Pathstone Holdings
New Jersey
$370K +$370K +10,173 New
WWA
36
WCG Wealth Advisors
Nevada
$368K – – –
MWM
37
Merriman Wealth Management
Washington
$347K – – –
NL
38
Navalign LLC
California
$340K +$8.33K +229 +3%
RF
39
RHS Financial
California
$324K +$1.64K +45 +0.5%
HI
40
Human Investing
Oregon
$313K +$5.57K +153 +2%
MBT
41
Montecito Bank & Trust
California
$311K +$311K +8,546 New
KAS
42
Kestra Advisory Services
Texas
$292K +$292K +8,015 New
TDWM
43
Topel & Distasi Wealth Management
California
$275K -$12.4K -340 -4%
SFC
44
Sprinkle Financial Consultants
Colorado
$265K +$265K +7,293 New
CA
45
Cetera Advisors
Colorado
$254K -$7.28K -200 -3%
LFG
46
Leverty Financial Group
Wisconsin
$244K – – –
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$243K +$6.44K +177 +3%
CA
48
Crane Advisory
California
$241K +$241K +6,706 New
MCM
49
Monument Capital Management
Virginia
$226K -$37.8K -1,038 -14%
Mariner
50
Mariner
Kansas
$216K -$68.2K -1,873 -24%
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