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iShares ESG Screened S&P 500 ETF

109 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 4 closing their positions.

Holders
109
Holders Change
+2
Holders Change %
+1.87%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
12
Increased
43
Reduced
27
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSP
76
Cary Street Partners
Virginia
$263K 5,511 +188 +4%
PCM
77
Presidio Capital Management
California
$262K 5,500 -984 -15%
MCM
78
Monument Capital Management
Virginia
$258K 5,403 -12 -0.2%
WIC
79
Whitegate Investment Counselors
New Hampshire
$254K 5,326 +5,326 New
EB
80
Eastern Bank
Massachusetts
$248K 5,205 +5,205 New
CA
81
Crane Advisory
California
$246K 5,125 -1,129 -18%
OMC
82
Old Mission Capital
Illinois
$234K 4,911 +4,911 New
TAM
83
Townsend Asset Management
North Carolina
$219K 4,596 +4,596 New
William Blair & Company
84
William Blair & Company
Illinois
$194K 4,073
GBT
85
Grove Bank & Trust
Florida
$184K 3,863
SAM
86
Smartleaf Asset Management
Massachusetts
$177K 3,726 +3,691 +10,546%
US Bancorp
87
US Bancorp
Minnesota
$162K 3,390 -43 -1%
MJRIC
88
Mogy Joel R Investment Counsel
California
$160K 3,350
HI
89
Harbour Investments
Wisconsin
$135K 2,837 +11 +0.4%
AIA
90
Arcadia Investment Advisors
Idaho
$132K 2,763
MEG
91
Millstone Evans Group
Colorado
$115K 2,405
Morgan Stanley
92
Morgan Stanley
New York
$109K 2,279 +6 +0.3%
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$106K 2,218
VWA
94
VSM Wealth Advisory
Maryland
$92.1K 1,931 +235 +14%
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$88.6K 1,857 -1,088 -37%
RPA
96
Redwood Park Advisors
California
$78.3K 1,642 +266 +19%
AssetMark Inc
97
AssetMark Inc
California
$69.4K 1,456
HDIM
98
Hanson & Doremus Investment Management
Vermont
$48K 1,016
PS
99
Principal Securities
Iowa
$41.2K 863 +106 +14%
ST
100
Smithfield Trust
Pennsylvania
$26K 524 +266 +103%