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iShares ESG Screened S&P 500 ETF

96 hedge funds and large institutions have $124M invested in iShares ESG Screened S&P 500 ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 4 closing their positions.

Holders
96
Holders Change
+8
Holders Change %
+9.09%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
15
Increased
23
Reduced
28
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
76
Monument Capital Management
Virginia
$202K -$15.4K -348 -7%
GBT
77
Grove Bank & Trust
Florida
$171K
US Bancorp
78
US Bancorp
Minnesota
$152K
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$147K
MJRIC
80
Mogy Joel R Investment Counsel
California
$143K -$5.53K -125 -4%
AIA
81
Arcadia Investment Advisors
Idaho
$132K -$13.8K -311 -9%
HI
82
Harbour Investments
Wisconsin
$119K +$1.19K +27 +1%
NA
83
NewEdge Advisors
Louisiana
$101K
Morgan Stanley
84
Morgan Stanley
New York
$100K +$100K +2,262 New
PTC
85
Private Trust Company
Ohio
$66.7K
HDIM
86
Hanson & Doremus Investment Management
Vermont
$45K
PS
87
Principal Securities
Iowa
$33.5K
EB
88
Eastern Bank
Massachusetts
$17K +$17K +385 New
William Blair & Company
89
William Blair & Company
Illinois
$16.5K
SWM
90
Spire Wealth Management
Virginia
$16.1K +$1.11K +25 +7%
AIC
91
Archer Investment Corporation
Indiana
$9.15K
ST
92
Smithfield Trust
Pennsylvania
$9K
GWSG
93
GPS Wealth Strategies Group
Colorado
$8.85K
FVIM
94
Fort Vancouver Investment Management
Washington
$8.8K +$4.16K +94 +90%
FWM
95
FSA Wealth Management
Massachusetts
$5.53K +$5.53K +125 New
Fidelity Investments
96
Fidelity Investments
Massachusetts
$1.38K
Thrivent Financial for Lutherans
97
Thrivent Financial for Lutherans
Minnesota
-$896K -21,295 Closed
SWM
98
Sagace Wealth Management
Florida
-$203K -4,740 Closed
FLPIM
99
F.L. Putnam Investment Management
Massachusetts
-$105K -2,500 Closed
UBS Group
100
UBS Group
Switzerland
-$18.6K -443 Closed