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iShares ESG Screened S&P 500 ETF

111 hedge funds and large institutions have $144M invested in iShares ESG Screened S&P 500 ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
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
PWM
51
Parkworth Wealth Management
California
$508K
BFS
52
Bradley Foster & Sargent
Connecticut
$499K
Pathstone Holdings
53
Pathstone Holdings
New Jersey
$485K
WWA
54
WCG Wealth Advisors
Nevada
$483K
CWS
55
Confluence Wealth Services
Pennsylvania
$475K
HI
56
Human Investing
Oregon
$472K
NL
57
Navalign LLC
California
$469K
Osaic Holdings
58
Osaic Holdings
Arizona
$466K
LFG
59
Leverty Financial Group
Wisconsin
$451K
TPF
60
Tribridge Partners Financial
Maryland
$441K
MRP
61
Measured Risk Portfolios
California
$432K
Citadel Advisors
62
Citadel Advisors
Florida
$432K
NA
63
NewEdge Advisors
Louisiana
$428K
CGFA
64
Colton Groome Financial Advisors
North Carolina
$412K
SPC
65
Sigma Planning Corp
Michigan
$392K
DJSG
66
D.J. St. Germain
Massachusetts
$365K
HFO
67
Heritage Family Offices
Arizona
$355K
EIG
68
Ellenbecker Investment Group
Wisconsin
$348K
TDWM
69
Topel & Distasi Wealth Management
California
$322K
AIA
70
Armor Investment Advisors
North Carolina
$320K
Corient Private Wealth
71
Corient Private Wealth
Florida
$314K
GPW
72
Gray Private Wealth
Massachusetts
$314K
PAG
73
Private Advisor Group
New Jersey
$308K
DWM
74
Dakota Wealth Management
Florida
$300K
EGWAG
75
Elwood & Goetz Wealth Advisory Group
Georgia
$284K