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iShares ESG Screened S&P 500 ETF

110 hedge funds and large institutions have $143M invested in iShares ESG Screened S&P 500 ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 27 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
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
GRP
76
Global Retirement Partners
California
$269K
CSP
77
Cary Street Partners
Virginia
$263K
PCM
78
Presidio Capital Management
California
$262K
MCM
79
Monument Capital Management
Virginia
$258K
WIC
80
Whitegate Investment Counselors
New Hampshire
$254K
EB
81
Eastern Bank
Massachusetts
$248K
CA
82
Crane Advisory
California
$246K
OMC
83
Old Mission Capital
Illinois
$234K
TAM
84
Townsend Asset Management
North Carolina
$219K
William Blair & Company
85
William Blair & Company
Illinois
$194K
GBT
86
Grove Bank & Trust
Florida
$184K
SAM
87
Smartleaf Asset Management
Massachusetts
$177K
US Bancorp
88
US Bancorp
Minnesota
$162K
MJRIC
89
Mogy Joel R Investment Counsel
California
$160K
HI
90
Harbour Investments
Wisconsin
$135K
AIA
91
Arcadia Investment Advisors
Idaho
$132K
MEG
92
Millstone Evans Group
Colorado
$115K
Morgan Stanley
93
Morgan Stanley
New York
$109K
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$106K
VWA
95
VSM Wealth Advisory
Maryland
$92.1K
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$88.6K
RPA
97
Redwood Park Advisors
California
$78.3K
AssetMark Inc
98
AssetMark Inc
California
$69.4K
HDIM
99
Hanson & Doremus Investment Management
Vermont
$48K
PS
100
Principal Securities
Iowa
$41.2K