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iShares ESG Screened S&P 500 ETF

77 hedge funds and large institutions have $132M invested in iShares ESG Screened S&P 500 ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+8
Holders Change %
+11.59%
% of All Funds
1.12%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
17
Increased
25
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
26
MAI Capital Management
Ohio
$776K -$43.8K -1,088 -5%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$713K +$1.25K +31 +0.2%
MML Investors Services
28
MML Investors Services
Massachusetts
$652K +$21.7K +538 +3%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$629K +$78.3K +1,941 +14%
BSW
30
Buckingham Strategic Wealth
Missouri
$582K
TFO
31
Tarbox Family Office
California
$568K +$41.1K +1,021 +8%
CA
32
Cetera Advisors
Colorado
$505K +$224K +5,548 +79%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$505K +$236K +5,865 +88%
SS
34
Sunbelt Securities
Texas
$490K +$33.3K +826 +7%
AIA
35
Armor Investment Advisors
North Carolina
$457K -$1.45K -36 -0.3%
DJSG
36
D.J. St. Germain
Massachusetts
$450K -$16.2K -402 -3%
HWMA
37
Heritage Wealth Management (Arizona)
Arizona
$441K -$8.02K -199 -2%
HFA
38
Highland Financial Advisors
New Jersey
$422K -$57K -1,415 -12%
MWM
39
Merriman Wealth Management
Washington
$411K +$27K +670 +7%
Pathstone Holdings
40
Pathstone Holdings
New Jersey
$410K
WWA
41
WCG Wealth Advisors
Nevada
$408K
HI
42
Human Investing
Oregon
$407K +$60.6K +1,503 +17%
NL
43
Navalign LLC
California
$376K -$725 -18 -0.2%
KAS
44
Kestra Advisory Services
Texas
$360K +$36.7K +910 +11%
NC
45
Napatree Capital
Rhode Island
$349K -$60.1K -1,559 -15%
MBT
46
Montecito Bank & Trust
California
$334K -$10.5K -261 -3%
MFG
47
Magnus Financial Group
New York
$322K +$322K +7,988 New
RF
48
RHS Financial
California
$314K -$44.2K -1,097 -12%
Mariner
49
Mariner
Kansas
$299K +$59.4K +1,474 +25%
SPC
50
Sigma Planning Corp
Michigan
$296K +$296K +7,355 New