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iShares ESG Screened S&P 500 ETF

69 hedge funds and large institutions have $88.6M invested in iShares ESG Screened S&P 500 ETF in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 26 increasing their positions, 13 reducing their positions, and 6 closing their positions.

Holders
69
Holders Change
+9
Holders Change %
+15%
% of All Funds
1.01%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
16
Increased
26
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$213K +$213K +5,853 New
EIG
52
Ellenbecker Investment Group
Wisconsin
$210K +$210K +5,783 New
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$158K +$158K +4,340 New
GBT
54
Grove Bank & Trust
Florida
$141K
Osaic Holdings
55
Osaic Holdings
Arizona
$127K -$3.2K -88 -2%
AIA
56
Arcadia Investment Advisors
Idaho
$120K
US Bancorp
57
US Bancorp
Minnesota
$114K -$243K -6,685 -68%
JFA
58
JNBA Financial Advisors
Minnesota
$97.2K +$46.3K +1,273 +91%
HI
59
Harbour Investments
Wisconsin
$96.9K
NA
60
NewEdge Advisors
Louisiana
$82.9K
PTC
61
Private Trust Company
Ohio
$54.9K +$54.9K +1,508 New
AF
62
Advisornet Financial
Minnesota
$51.9K +$800 +22 +2%
PS
63
Principal Securities
Iowa
$27.5K +$27.5K +757 New
FWM
64
Focused Wealth Management
New York
$12.2K +$6.22K +171 +105%
MIA
65
Milestone Investment Advisors
Wisconsin
$10.9K
SWM
66
Spire Wealth Management
Virginia
$10.7K
ST
67
Smithfield Trust
Pennsylvania
$7K
BWM
68
Baystate Wealth Management
Massachusetts
$6.16K +$73 +2 +1%
UBS Group
69
UBS Group
Switzerland
$1.6K -$29.5K -811 -95%
FFA
70
Farther Finance Advisors
California
$11 -$9
MBI
71
Montrusco Bolton Investments
Quebec, Canada
-$3.39M -104,439 Closed
Jane Street
72
Jane Street
New York
-$711K -21,920 Closed
GF
73
Gries Financial
Ohio
-$319K -9,829 Closed
TSS
74
Two Sigma Securities
New York
-$302K -9,323 Closed
SPC
75
Sigma Planning Corp
Michigan
-$271K -8,365 Closed