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iShares ESG Screened S&P 500 ETF

127 hedge funds and large institutions have $374M invested in iShares ESG Screened S&P 500 ETF in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
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
AWM
26
Apollon Wealth Management
South Carolina
$1.52M
FC
27
Financial Council
Maryland
$1.48M
JP Morgan Chase
28
JP Morgan Chase
New York
$1.48M
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.34M
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$1.27M
Focus Partners Wealth
31
Focus Partners Wealth
Massachusetts
$1.21M
MML Investors Services
32
MML Investors Services
Massachusetts
$1.16M
MCM
33
MAI Capital Management
Ohio
$1.15M
KAS
34
Kestra Advisory Services
Texas
$1.03M
MFG
35
Magnus Financial Group
New York
$1.03M
CFM
36
Cornerstone Financial Management
Massachusetts
$1.01M
Mariner
37
Mariner
Kansas
$929K
SMA
38
Sage Mountain Advisors
Georgia
$894K
HI
39
Human Investing
Oregon
$894K
AIM
40
Archer Investment Management
Texas
$838K
SS
41
Sound Stewardship
Kansas
$813K
RCS
42
Retirement Capital Strategies
California
$811K
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$800K
FS
44
Ferguson Shapiro
Georgia
$785K
TFO
45
Tarbox Family Office
California
$747K
HFA
46
Highland Financial Advisors
New Jersey
$699K
CAM
47
Cresset Asset Management
Illinois
$672K
SC
48
Savant Capital
Illinois
$663K
CAG
49
Curtis Advisory Group
California
$655K
SFC
50
Sprinkle Financial Consultants
Colorado
$626K