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iShares ESG Screened S&P 500 ETF

88 hedge funds and large institutions have $117M invested in iShares ESG Screened S&P 500 ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 4 closing their positions.

Holders
88
Holders Change
+11
Holders Change %
+14.29%
% of All Funds
1.28%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
16
Increased
28
Reduced
22
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RJT
26
Raymond James Trust
Florida
$861K
MML Investors Services
27
MML Investors Services
Massachusetts
$785K +$105K +2,498 +15%
MCM
28
MAI Capital Management
Ohio
$768K -$42.7K -1,016 -5%
TFO
29
Tarbox Family Office
California
$614K +$20.9K +496 +4%
BSW
30
Buckingham Strategic Wealth
Missouri
$608K
NP
31
NorthRock Partners
Minnesota
$549K +$285K +6,770 +108%
KAS
32
Kestra Advisory Services
Texas
$528K +$152K +3,624 +41%
MFG
33
Magnus Financial Group
New York
$509K +$173K +4,104 +51%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$507K -$20.1K -477 -4%
VW
35
Veridan Wealth
Oregon
$505K +$505K +10,596 New
SFC
36
Sprinkle Financial Consultants
Colorado
$491K +$491K +11,681 New
SS
37
Sunbelt Securities
Texas
$485K -$27K -642 -5%
ADL
38
Asset Dedication LLC
California
$482K +$482K +11,454 New
Mariner
39
Mariner
Kansas
$477K +$165K +3,924 +53%
DJSG
40
D.J. St. Germain
Massachusetts
$451K -$19.1K -453 -4%
HFA
41
Highland Financial Advisors
New Jersey
$448K +$8.28K +197 +2%
Pathstone Holdings
42
Pathstone Holdings
New Jersey
$428K
WWA
43
WCG Wealth Advisors
Nevada
$426K
HI
44
Human Investing
Oregon
$424K -$589 -14 -0.1%
NL
45
Navalign LLC
California
$411K +$18.6K +442 +5%
BMM
46
Buffington Mohr McNeal
Idaho
$389K +$389K +9,262 New
NC
47
Napatree Capital
Rhode Island
$381K
MWM
48
Merriman Wealth Management
Washington
$378K -$50.6K -1,203 -12%
HWMA
49
Heritage Wealth Management (Arizona)
Arizona
$366K -$93.7K -2,228 -20%
HFO
50
Heritage Family Offices
Arizona
$366K +$366K +8,709 New