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iShares ESG Screened S&P 500 ETF
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Overview Fund Activity

96 hedge funds and large institutions have $124M invested in iShares ESG Screened S&P 500 ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 4 closing their positions.

Holders
96
Holders Change
+8
Holders Change %
+9.09%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
15
Increased
23
Reduced
28
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.75M
2
JFA
2
JNBA Financial Advisors
Minnesota
$3.6M
3
LPL Financial
3
LPL Financial
California
$6.19M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$668K
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$639K

Top Sellers

1
RCS
1
Retirement Capital Strategies
California
$2.37M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$0
3
APW
3
Atlantic Private Wealth
North Carolina
$3.1M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.57M
5
UFA
5
US Financial Advisors
Massachusetts
$1.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
DJSG
51
D.J. St. Germain
Massachusetts
$416K -$58.5K -1,322 -12%
BMM
52
Buffington Mohr McNeal
Idaho
$410K – – –
MWM
53
Merriman Wealth Management
Washington
$398K – – –
HFO
54
Heritage Family Offices
Arizona
$369K -$16.5K -374 -4%
MBT
55
Montecito Bank & Trust
California
$352K – – –
SPC
56
Sigma Planning Corp
Michigan
$337K -$10.7K -243 -3%
RF
57
RHS Financial
California
$318K -$8.58K -194 -3%
TDWM
58
Topel & Distasi Wealth Management
California
$307K -$3.27K -74 -1%
AIA
59
Armor Investment Advisors
North Carolina
$296K +$884 +20 +0.3%
CGFA
60
Colton Groome Financial Advisors
North Carolina
$288K +$72.7K +1,645 +34%
CA
61
Crane Advisory
California
$282K -$2.34K -53 -0.8%
JPMorgan Chase & Co
62
JPMorgan Chase & Co
New York
$272K -$53.5K -1,209 -16%
Osaic Holdings
63
Osaic Holdings
Arizona
$269K -$30K -679 -10%
EIG
64
Ellenbecker Investment Group
Wisconsin
$264K +$1.64K +37 +0.6%
DWM
65
Dakota Wealth Management
Florida
$262K +$840 +19 +0.3%
EGWAG
66
Elwood & Goetz Wealth Advisory Group
Georgia
$255K – – –
CAM
67
Cresset Asset Management
Illinois
$246K +$246K +5,568 New
LFG
68
Leverty Financial Group
Wisconsin
$246K – – –
CFS
69
CRA Financial Services
New Jersey
$233K – – –
GRP
70
Global Retirement Partners
California
$228K +$228K +5,152 New
CSPIA
71
Cary Street Partners Investment Advisory
Virginia
$227K +$227K +5,136 New
TAM
72
Townsend Asset Management
North Carolina
$223K -$17.4K -394 -7%
EFG
73
Embree Financial Group
Illinois
$221K +$221K +5,000 New
AO
74
Advisor OS
Illinois
$205K +$205K +4,635 New
MA
75
MJP Associates
Connecticut
$205K +$205K +4,635 New
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