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iShares ESG Screened S&P 500 ETF

107 hedge funds and large institutions have $134M invested in iShares ESG Screened S&P 500 ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 23 reducing their positions, and 3 closing their positions.

Holders
107
Holders Change
+11
Holders Change %
+11.46%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
40
Reduced
23
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFS
76
CRA Financial Services
New Jersey
$239K
GRP
77
Global Retirement Partners
California
$234K +$725 +16 +0.3%
EFG
78
Embree Financial Group
Illinois
$226K
Jane Street
79
Jane Street
New York
$219K -$714K -15,754 -77%
TAM
80
Townsend Asset Management
North Carolina
$211K -$16.6K -367 -7%
MA
81
MJP Associates
Connecticut
$211K +$679 +15 +0.3%
AO
82
Advisor OS
Illinois
$211K +$679 +15 +0.3%
JPMorgan Chase & Co
83
JPMorgan Chase & Co
New York
$207K -$71.8K -1,584 -26%
William Blair & Company
84
William Blair & Company
Illinois
$185K +$168K +3,700 +992%
GBT
85
Grove Bank & Trust
Florida
$175K
US Bancorp
86
US Bancorp
Minnesota
$156K
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$151K
MJRIC
88
Mogy Joel R Investment Counsel
California
$146K
AIA
89
Arcadia Investment Advisors
Idaho
$135K
HI
90
Harbour Investments
Wisconsin
$121K -$1.22K -27 -1%
NA
91
NewEdge Advisors
Louisiana
$103K
Morgan Stanley
92
Morgan Stanley
New York
$103K +$362 +8 +0.4%
MFA
93
McClarren Financial Advisors
Pennsylvania
$73K +$73K +1,625 New
PTC
94
Private Trust Company
Ohio
$68.3K
VWA
95
VSM Wealth Advisory
Maryland
$60.8K +$60.8K +1,343 New
RPA
96
Redwood Park Advisors
California
$49.1K +$49.1K +1,083 New
HDIM
97
Hanson & Doremus Investment Management
Vermont
$46K
PS
98
Principal Securities
Iowa
$34.3K
EB
99
Eastern Bank
Massachusetts
$17.4K
SWM
100
Spire Wealth Management
Virginia
$16.5K