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iShares ESG Screened S&P 500 ETF

107 hedge funds and large institutions have $134M invested in iShares ESG Screened S&P 500 ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 23 reducing their positions, and 3 closing their positions.

Holders
107
Holders Change
+11
Holders Change %
+11.46%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
40
Reduced
23
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NC
51
Napatree Capital
Rhode Island
$459K +$815 +18 +0.2%
WWA
52
WCG Wealth Advisors
Nevada
$459K
HI
53
Human Investing
Oregon
$453K -$4.08K -90 -0.9%
NL
54
Navalign LLC
California
$445K +$2.4K +53 +0.5%
CWS
55
Confluence Wealth Services
Pennsylvania
$442K -$4.1K -87 -0.9%
LFG
56
Leverty Financial Group
Wisconsin
$438K +$186K +4,101 +74%
DJSG
57
D.J. St. Germain
Massachusetts
$426K
MRP
58
Measured Risk Portfolios
California
$422K +$422K +9,306 New
MWM
59
Merriman Wealth Management
Washington
$397K -$10.1K -223 -2%
RF
60
RHS Financial
California
$392K +$66.8K +1,474 +21%
HFO
61
Heritage Family Offices
Arizona
$378K
SPC
62
Sigma Planning Corp
Michigan
$346K +$1.5K +33 +0.4%
EIG
63
Ellenbecker Investment Group
Wisconsin
$325K +$54.2K +1,197 +20%
TDWM
64
Topel & Distasi Wealth Management
California
$305K -$9.65K -213 -3%
AIA
65
Armor Investment Advisors
North Carolina
$304K
Wealth Enhancement Advisory Services
66
Wealth Enhancement Advisory Services
Minnesota
$289K +$289K +6,379 New
MBT
67
Montecito Bank & Trust
California
$288K -$72.5K -1,600 -20%
CGFA
68
Colton Groome Financial Advisors
North Carolina
$288K -$7.47K -165 -3%
DWM
69
Dakota Wealth Management
Florida
$283K +$15.3K +338 +6%
CA
70
Crane Advisory
California
$283K -$8.75K -191 -3%
Osaic Holdings
71
Osaic Holdings
Arizona
$281K +$5.66K +125 +2%
EGWAG
72
Elwood & Goetz Wealth Advisory Group
Georgia
$275K +$13.7K +303 +5%
FFP
73
Freedom Financial Partners
Minnesota
$265K +$265K +5,859 New
MCM
74
Monument Capital Management
Virginia
$251K +$44.1K +973 +21%
CSP
75
Cary Street Partners
Virginia
$247K +$247K +5,446 New