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iShares ESG Screened S&P 500 ETF

143 hedge funds and large institutions have $304M invested in iShares ESG Screened S&P 500 ETF in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 58 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 7

152% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 23

12% more funds holding

Funds holding: 128143 (+15)

1.42% more ownership

Funds ownership: 30.65%32.07% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

19% less capital invested

Capital invested by funds: $375M → $304M (-$70.3M)

Holders
143
Holders Change
+15
Holders Change %
+11.72%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
58
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$1.55M +$233K +4,488 +16%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.52M +$20.1K +387 +1%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1.48M +$316K +6,091 +25%
WCP
29
Wick Capital Partners
Pennsylvania
$1.48M +$6.65K +128 +0.4%
Bank of America
30
Bank of America
North Carolina
$1.43M -$30.2K -582 -2%
NF
31
Napier Financial
Massachusetts
$1.42M -$78.6K -1,514 -5%
FC
32
Financial Council
Maryland
$1.4M +$13.2K +254 +0.9%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$1.38M +$138K +2,665 +10%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$1.33M -$195K -3,750 -12%
Focus Partners Wealth
35
Focus Partners Wealth
Massachusetts
$1.14M +$5.71K +110 +0.5%
MML Investors Services
36
MML Investors Services
Massachusetts
$1.11M +$26.1K +503 +2%
NWP
37
NerdWallet Wealth Partners
New York
$1.1M +$1.16M +22,385 New
Mercer Global Advisors
38
Mercer Global Advisors
Colorado
$1.08M +$1.14M +21,873 New
AWM
39
Apollon Wealth Management
South Carolina
$1,000K -$442K -8,516 -30%
CFM
40
Cornerstone Financial Management
Massachusetts
$936K -$10.5K -203 -1%
CAM
41
Cresset Asset Management
Illinois
$927K +$317K +6,099 +48%
MFG
42
Magnus Financial Group
New York
$906K -$58.6K -1,128 -6%
HI
43
Human Investing
Oregon
$874K +$41.1K +792 +5%
KAS
44
Kestra Advisory Services
Texas
$871K -$95.3K -1,836 -9%
Mariner
45
Mariner
Kansas
$870K +$1.66K +32 +0.2%
SMA
46
Sage Mountain Advisors
Georgia
$856K +$21.6K +416 +2%
HFA
47
Highland Financial Advisors
New Jersey
$830K +$187K +3,608 +27%
SS
48
Sound Stewardship
Kansas
$790K +$32.2K +620 +4%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$785K +$39.4K +758 +5%
RCS
50
Retirement Capital Strategies
California
$757K