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iShares ESG Screened S&P 500 ETF
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Overview Fund Activity

96 hedge funds and large institutions have $124M invested in iShares ESG Screened S&P 500 ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+8
Holders Change %
+9.09%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
15
Increased
23
Reduced
28
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.75M
2
JFA
2
JNBA Financial Advisors
Minnesota
$3.6M
3
LPL Financial
3
LPL Financial
California
$6.19M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$668K
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$639K

Top Sellers

1
RCS
1
Retirement Capital Strategies
California
$2.37M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$0
3
APW
3
Atlantic Private Wealth
North Carolina
$3.1M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.57M
5
UFA
5
US Financial Advisors
Massachusetts
$1.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
26
MAI Capital Management
Ohio
$955K +$147K +3,327 +18%
MML Investors Services
27
MML Investors Services
Massachusetts
$919K +$92.9K +2,100 +11%
Jane Street
28
Jane Street
New York
$910K +$619K +14,001 +213%
RJT
29
Raymond James Trust
Florida
$906K – – –
NP
30
NorthRock Partners
Minnesota
$874K +$297K +6,720 +52%
TFO
31
Tarbox Family Office
California
$841K +$196K +4,422 +30%
KAS
32
Kestra Advisory Services
Texas
$810K +$255K +5,765 +46%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$668K +$668K +15,110 New
MFG
34
Magnus Financial Group
New York
$666K +$131K +2,963 +25%
Focus Partners Wealth
35
Focus Partners Wealth
Massachusetts
$639K +$639K +14,453 New
FS
36
Ferguson Shapiro
Georgia
$624K +$624K +14,101 New
SMA
37
Sage Mountain Advisors
Georgia
$592K +$592K +13,390 New
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$535K +$2.21K +50 +0.4%
SFC
39
Sprinkle Financial Consultants
Colorado
$518K +$1.64K +37 +0.3%
SS
40
Sunbelt Securities
Texas
$508K -$1.42K -32 -0.3%
ADL
41
Asset Dedication LLC
California
$507K – – –
FWM
42
Focused Wealth Management
New York
$504K +$504K +481 New
Mariner
43
Mariner
Kansas
$499K -$2.96K -67 -0.6%
Pathstone Holdings
44
Pathstone Holdings
New Jersey
$450K – – –
HFA
45
Highland Financial Advisors
New Jersey
$449K -$22.4K -506 -5%
WWA
46
WCG Wealth Advisors
Nevada
$448K – – –
NC
47
Napatree Capital
Rhode Island
$448K +$47.1K +1,066 +12%
HI
48
Human Investing
Oregon
$446K – – –
NL
49
Navalign LLC
California
$432K – – –
CWS
50
Confluence Wealth Services
Pennsylvania
$418K +$205K +4,642 +96%
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2
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