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iShares ESG Screened S&P 500 ETF

143 hedge funds and large institutions have $304M invested in iShares ESG Screened S&P 500 ETF in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 58 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 7

152% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 23

12% more funds holding

Funds holding: 128143 (+15)

1.42% more ownership

Funds ownership: 30.65%32.07% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

19% less capital invested

Capital invested by funds: $375M → $304M (-$70.3M)

Holders
143
Holders Change
+15
Holders Change %
+11.72%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
58
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFO
51
Tarbox Family Office
California
$748K +$53.1K +1,022 +7%
FS
52
Ferguson Shapiro
Georgia
$733K
Jane Street
53
Jane Street
New York
$725K +$221K +4,261 +41%
PCG
54
Prosperity Consulting Group
Maryland
$692K +$731K +14,069 New
CGFA
55
Colton Groome Financial Advisors
North Carolina
$680K +$172K +3,310 +32%
SC
56
Savant Capital
Illinois
$619K
FFP
57
Freedom Financial Partners
Minnesota
$591K +$65.3K +1,257 +12%
SFC
58
Sprinkle Financial Consultants
Colorado
$586K +$1.51K +29 +0.2%
EWA
59
Emergent Wealth Advisors
New York
$572K
ADL
60
Asset Dedication LLC
California
$564K
CFGA
61
Cambridge Financial Group (Arizona)
Arizona
$564K
BFS
62
Bradley Foster & Sargent
Connecticut
$537K +$7.79K +150 +1%
RWB
63
RMR Wealth Builders
New Jersey
$536K +$336K +6,461 +146%
IWC
64
Integrated Wealth Concepts
Massachusetts
$530K +$559K +10,766 New
AIC
65
Archer Investment Corporation
Indiana
$521K +$539K +10,373 +5,011%
VW
66
Veridan Wealth
Oregon
$502K -$12.4K -239 -2%
Pathstone Holdings
67
Pathstone Holdings
New Jersey
$501K
TPF
68
Tribridge Partners Financial
Maryland
$479K
PAG
69
Private Advisor Group
New Jersey
$474K +$33K +636 +7%
BDF
70
Black Diamond Financial
Maryland
$456K
Betterment LLC
71
Betterment LLC
New York
$456K +$15.9K +307 +3%
MRP
72
Measured Risk Portfolios
California
$446K
NL
73
Navalign LLC
California
$438K
Osaic Holdings
74
Osaic Holdings
Arizona
$428K -$18.3K -352 -4%
CWS
75
Confluence Wealth Services
Pennsylvania
$428K +$2.02K +39 +0.5%