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iShares ESG Screened S&P 500 ETF

77 hedge funds and large institutions have $132M invested in iShares ESG Screened S&P 500 ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+8
Holders Change %
+11.59%
% of All Funds
1.12%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
17
Increased
25
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TDWM
51
Topel & Distasi Wealth Management
California
$283K -$21.2K -527 -7%
PBF
52
Petix & Botte Financial
California
$283K +$283K +7,023 New
Osaic Holdings
53
Osaic Holdings
Arizona
$273K +$133K +3,291 +94%
UCFA
54
United Capital Financial Advisors
Texas
$271K +$271K +6,730 New
LFG
55
Leverty Financial Group
Wisconsin
$270K
HighTower Advisors
56
HighTower Advisors
Illinois
$267K +$267K +6,623 New
CA
57
Crane Advisory
California
$260K -$4.18K -106 -2%
NP
58
NorthRock Partners
Minnesota
$253K +$253K +6,275 New
EIG
59
Ellenbecker Investment Group
Wisconsin
$238K +$4.84K +120 +2%
MCM
60
Monument Capital Management
Virginia
$227K -$22.3K -554 -9%
DWM
61
Dakota Wealth Management
Florida
$227K +$227K +5,631 New
TAM
62
Townsend Asset Management
North Carolina
$218K +$218K +5,417 New
GBT
63
Grove Bank & Trust
Florida
$156K
MJRIC
64
Mogy Joel R Investment Counsel
California
$135K +$135K +3,350 New
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$134K -$40.9K -1,014 -23%
AIA
66
Arcadia Investment Advisors
Idaho
$133K
HI
67
Harbour Investments
Wisconsin
$107K
NA
68
NewEdge Advisors
Louisiana
$91.8K
PTC
69
Private Trust Company
Ohio
$60.8K
US Bancorp
70
US Bancorp
Minnesota
$44K -$82.6K -2,051 -65%
PS
71
Principal Securities
Iowa
$30.5K
SWM
72
Spire Wealth Management
Virginia
$13.7K +$2.1K +52 +18%
GWSG
73
GPS Wealth Strategies Group
Colorado
$8.06K +$8.06K +200 New
ST
74
Smithfield Trust
Pennsylvania
$8K
UBS Group
75
UBS Group
Switzerland
$3.3K +$1.53K +38 +86%