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iShares ESG Screened S&P 500 ETF

117 hedge funds and large institutions have $162M invested in iShares ESG Screened S&P 500 ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
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
MML Investors Services
76
MML Investors Services
Massachusetts
$296K
GRP
77
Global Retirement Partners
California
$291K
EGWAG
78
Elwood & Goetz Wealth Advisory Group
Georgia
$285K
PCM
79
Presidio Capital Management
California
$284K
EB
80
Eastern Bank
Massachusetts
$282K
WIC
81
Whitegate Investment Counselors
New Hampshire
$271K
CA
82
Crane Advisory
California
$256K
VFA
83
Valeo Financial Advisors
Indiana
$241K
TAM
84
Townsend Asset Management
North Carolina
$232K
RWB
85
RMR Wealth Builders
New Jersey
$222K
William Blair & Company
86
William Blair & Company
Illinois
$210K
MCM
87
Monument Capital Management
Virginia
$209K
HGWM
88
Horst & Graben Wealth Management
Oregon
$203K
Kovitz Investment Group Partners
89
Kovitz Investment Group Partners
Illinois
$203K
PP
90
Prosperity Planning
Missouri
$200K
GBT
91
Grove Bank & Trust
Florida
$199K
US Bancorp
92
US Bancorp
Minnesota
$175K
MJRIC
93
Mogy Joel R Investment Counsel
California
$173K
SAM
94
Smartleaf Asset Management
Massachusetts
$168K
HI
95
Harbour Investments
Wisconsin
$152K
AIA
96
Arcadia Investment Advisors
Idaho
$142K
MEG
97
Millstone Evans Group
Colorado
$125K
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$114K
Morgan Stanley
99
Morgan Stanley
New York
$103K
VWA
100
VSM Wealth Advisory
Maryland
$99.7K