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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
BFS
51
Bradley Foster & Sargent
Connecticut
$539K
Pathstone Holdings
52
Pathstone Holdings
New Jersey
$524K
WWA
53
WCG Wealth Advisors
Nevada
$516K
CGFA
54
Colton Groome Financial Advisors
North Carolina
$507K
NL
55
Navalign LLC
California
$507K
TPF
56
Tribridge Partners Financial
Maryland
$478K
BDF
57
Black Diamond Financial
Maryland
$477K
MRP
58
Measured Risk Portfolios
California
$467K
NA
59
NewEdge Advisors
Louisiana
$462K
Osaic Holdings
60
Osaic Holdings
Arizona
$454K
PAG
61
Private Advisor Group
New Jersey
$431K
CWS
62
Confluence Wealth Services
Pennsylvania
$428K
PFA
63
Pettinga Financial Advisors
Indiana
$421K
DJSG
64
D.J. St. Germain
Massachusetts
$394K
SPC
65
Sigma Planning Corp
Michigan
$393K
EIG
66
Ellenbecker Investment Group
Wisconsin
$380K
AIA
67
Armor Investment Advisors
North Carolina
$359K
Corient Private Wealth
68
Corient Private Wealth
Florida
$339K
GPW
69
Gray Private Wealth
Massachusetts
$339K
MBT
70
Montecito Bank & Trust
California
$328K
CAG
71
Curtis Advisory Group
California
$326K
DWM
72
Dakota Wealth Management
Florida
$325K
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$325K
TDWM
74
Topel & Distasi Wealth Management
California
$319K
CSP
75
Cary Street Partners
Virginia
$303K