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iShares ESG Screened S&P 500 ETF

110 hedge funds and large institutions have $143M invested in iShares ESG Screened S&P 500 ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 27 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
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
PWM
51
Parkworth Wealth Management
California
$508K
BFS
52
Bradley Foster & Sargent
Connecticut
$499K
Pathstone Holdings
53
Pathstone Holdings
New Jersey
$485K
WWA
54
WCG Wealth Advisors
Nevada
$483K
CWS
55
Confluence Wealth Services
Pennsylvania
$475K
HI
56
Human Investing
Oregon
$472K
NL
57
Navalign LLC
California
$469K
LFG
58
Leverty Financial Group
Wisconsin
$451K
TPF
59
Tribridge Partners Financial
Maryland
$441K
MRP
60
Measured Risk Portfolios
California
$432K
Citadel Advisors
61
Citadel Advisors
Florida
$432K
NA
62
NewEdge Advisors
Louisiana
$428K
CGFA
63
Colton Groome Financial Advisors
North Carolina
$412K
SPC
64
Sigma Planning Corp
Michigan
$392K
DJSG
65
D.J. St. Germain
Massachusetts
$365K
HFO
66
Heritage Family Offices
Arizona
$355K
EIG
67
Ellenbecker Investment Group
Wisconsin
$348K
TDWM
68
Topel & Distasi Wealth Management
California
$322K
AIA
69
Armor Investment Advisors
North Carolina
$320K
Corient Private Wealth
70
Corient Private Wealth
Florida
$314K
GPW
71
Gray Private Wealth
Massachusetts
$314K
PAG
72
Private Advisor Group
New Jersey
$308K
DWM
73
Dakota Wealth Management
Florida
$300K
EGWAG
74
Elwood & Goetz Wealth Advisory Group
Georgia
$284K
Wealth Enhancement Advisory Services
75
Wealth Enhancement Advisory Services
Minnesota
$283K