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iShares ESG Screened S&P 500 ETF

107 hedge funds and large institutions have $134M invested in iShares ESG Screened S&P 500 ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 23 reducing their positions, and 3 closing their positions.

Holders
107
Holders Change
+11
Holders Change %
+11.46%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
40
Reduced
23
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.2M -$1.18K -26 -0.1%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$1.08M +$50.8K +1,121 +5%
MML Investors Services
28
MML Investors Services
Massachusetts
$1.03M +$87.6K +1,933 +9%
MCM
29
MAI Capital Management
Ohio
$985K +$7.47K +165 +0.8%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$922K +$237K +5,235 +35%
FYW
31
Future You Wealth
New York
$920K +$920K +20,320 New
KAS
32
Kestra Advisory Services
Texas
$915K +$85.6K +1,889 +10%
MFG
33
Magnus Financial Group
New York
$859K +$178K +3,919 +26%
TFO
34
Tarbox Family Office
California
$845K -$17K -376 -2%
FS
35
Ferguson Shapiro
Georgia
$708K +$68.8K +1,519 +11%
KWA
36
Kingswood Wealth Advisors
California
$683K +$683K +15,068 New
Focus Partners Wealth
37
Focus Partners Wealth
Massachusetts
$655K
SMA
38
Sage Mountain Advisors
Georgia
$637K +$30.9K +683 +5%
VW
39
Veridan Wealth
Oregon
$621K +$621K +13,458 New
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$559K +$559K +12,347 New
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$545K -$3.4K -75 -0.6%
CAM
42
Cresset Asset Management
Illinois
$543K +$291K +6,427 +115%
Mariner
43
Mariner
Kansas
$533K +$22.2K +489 +4%
SFC
44
Sprinkle Financial Consultants
Colorado
$532K +$1.63K +36 +0.3%
ADL
45
Asset Dedication LLC
California
$519K
SS
46
Sunbelt Securities
Texas
$514K -$10.2K -223 -2%
BMM
47
Buffington Mohr McNeal
Idaho
$510K +$90.6K +2,000 +22%
HFA
48
Highland Financial Advisors
New Jersey
$508K +$47.4K +1,046 +10%
PWM
49
Parkworth Wealth Management
California
$496K +$496K +10,941 New
Pathstone Holdings
50
Pathstone Holdings
New Jersey
$461K