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iShares ESG Screened S&P 500 ETF

108 hedge funds and large institutions have $128M invested in iShares ESG Screened S&P 500 ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 37 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
Holders Change %
0%
% of All Funds
1.47%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
37
Reduced
32
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
76
Monument Capital Management
Virginia
$232K -$5.13K -120 -2%
PAG
77
Private Advisor Group
New Jersey
$228K +$228K +5,323 New
CSP
78
Cary Street Partners
Virginia
$228K -$5.26K -123 -2%
CFS
79
CRA Financial Services
New Jersey
$226K
William Blair & Company
80
William Blair & Company
Illinois
$174K
GBT
81
Grove Bank & Trust
Florida
$165K
US Bancorp
82
US Bancorp
Minnesota
$147K
MJRIC
83
Mogy Joel R Investment Counsel
California
$143K +$5.35K +125 +4%
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$126K +$126K +2,945 New
HI
85
Harbour Investments
Wisconsin
$121K +$6.98K +163 +6%
AIA
86
Arcadia Investment Advisors
Idaho
$118K -$9.28K -217 -7%
MEG
87
Millstone Evans Group
Colorado
$103K +$103K +2,405 New
NA
88
NewEdge Advisors
Louisiana
$97.5K
Morgan Stanley
89
Morgan Stanley
New York
$97.2K +$128 +3 +0.1%
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$95K -$47.5K -1,108 -33%
VWA
91
VSM Wealth Advisory
Maryland
$72.6K +$15.1K +353 +26%
PTC
92
Private Trust Company
Ohio
$64.5K
AssetMark Inc
93
AssetMark Inc
California
$62.3K +$62.3K +1,456 New
RPA
94
Redwood Park Advisors
California
$58.9K +$12.5K +293 +27%
HDIM
95
Hanson & Doremus Investment Management
Vermont
$43K
SS
96
Sunbelt Securities
Texas
$38.8K -$443K -10,366 -92%
PS
97
Principal Securities
Iowa
$34.3K
SWM
98
Spire Wealth Management
Virginia
$15.6K
AAP
99
Arax Advisory Partners
Colorado
$15.4K +$15.4K +359 New
WP
100
WealthShield Partners
North Carolina
$13.6K