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iShares ESG Screened S&P 500 ETF

117 hedge funds and large institutions have $162M invested in iShares ESG Screened S&P 500 ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$1.15M
MCM
27
MAI Capital Management
Ohio
$1.09M
KAS
28
Kestra Advisory Services
Texas
$1.01M
MFG
29
Magnus Financial Group
New York
$1.01M
SS
30
Sound Stewardship
Kansas
$985K
Focus Partners Wealth
31
Focus Partners Wealth
Massachusetts
$983K
AIM
32
Archer Investment Management
Texas
$925K
Mariner
33
Mariner
Kansas
$921K
SMA
34
Sage Mountain Advisors
Georgia
$874K
RCS
35
Retirement Capital Strategies
California
$792K
FS
36
Ferguson Shapiro
Georgia
$768K
TFO
37
Tarbox Family Office
California
$737K
Fidelity Investments
38
Fidelity Investments
Massachusetts
$683K
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$661K
SC
40
Savant Capital
Illinois
$646K
HFA
41
Highland Financial Advisors
New Jersey
$646K
CAM
42
Cresset Asset Management
Illinois
$643K
SFC
43
Sprinkle Financial Consultants
Colorado
$610K
EWA
44
Emergent Wealth Advisors
New York
$599K
ADL
45
Asset Dedication LLC
California
$590K
CFGA
46
Cambridge Financial Group (Arizona)
Arizona
$590K
HI
47
Human Investing
Oregon
$588K
IWC
48
Integrated Wealth Concepts
Massachusetts
$555K
FFP
49
Freedom Financial Partners
Minnesota
$552K
VW
50
Veridan Wealth
Oregon
$546K