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iShares ESG Screened S&P 500 ETF

108 hedge funds and large institutions have $128M invested in iShares ESG Screened S&P 500 ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 37 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
Holders Change %
0%
% of All Funds
1.47%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
37
Reduced
32
Closed
9
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
$1.06M -$68.3K -1,597 -6%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$990K -$33.3K -778 -3%
MML Investors Services
28
MML Investors Services
Massachusetts
$971K -$299 -7 -0%
FYW
29
Future You Wealth
New York
$958K +$88.2K +2,061 +10%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$957K +$428K +10,013 +81%
TFO
31
Tarbox Family Office
California
$948K +$150K +3,509 +19%
MCM
32
MAI Capital Management
Ohio
$920K -$11K -256 -1%
KAS
33
Kestra Advisory Services
Texas
$899K +$35.1K +820 +4%
MFG
34
Magnus Financial Group
New York
$833K +$21.3K +497 +3%
AIM
35
Archer Investment Management
Texas
$791K -$486K -11,365 -38%
FS
36
Ferguson Shapiro
Georgia
$703K +$34.3K +801 +5%
SMA
37
Sage Mountain Advisors
Georgia
$665K +$62.8K +1,467 +10%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$598K -$273K -6,377 -31%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$539K +$24.6K +575 +5%
CAM
40
Cresset Asset Management
Illinois
$513K
SFC
41
Sprinkle Financial Consultants
Colorado
$504K +$1.28K +30 +0.3%
CFGA
42
Cambridge Financial Group (Arizona)
Arizona
$490K
ADL
43
Asset Dedication LLC
California
$490K
BMM
44
Buffington Mohr McNeal
Idaho
$482K
Mariner
45
Mariner
Kansas
$477K -$26.3K -615 -5%
VW
46
Veridan Wealth
Oregon
$465K -$111K -2,597 -19%
PWM
47
Parkworth Wealth Management
California
$455K -$13.2K -308 -3%
IWC
48
Integrated Wealth Concepts
Massachusetts
$454K +$454K +10,607 New
NC
49
Napatree Capital
Rhode Island
$447K +$13.7K +321 +3%
Pathstone Holdings
50
Pathstone Holdings
New Jersey
$435K