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iShares ESG Screened S&P 500 ETF

128 hedge funds and large institutions have $375M invested in iShares ESG Screened S&P 500 ETF in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
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
MBT
76
Montecito Bank & Trust
California
$335K
DWM
77
Dakota Wealth Management
Florida
$333K
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$332K
GPW
79
Gray Private Wealth
Massachusetts
$331K
TDWM
80
Topel & Distasi Wealth Management
California
$325K
CSP
81
Cary Street Partners
Virginia
$322K
AIA
82
Armor Investment Advisors
North Carolina
$306K
EGWAG
83
Elwood & Goetz Wealth Advisory Group
Georgia
$292K
KW
84
KWB Wealth
California
$291K
WIC
85
Whitegate Investment Counselors
New Hampshire
$278K
EB
86
Eastern Bank
Massachusetts
$272K
TWM
87
Timmons Wealth Management
Massachusetts
$262K
CCA
88
Cora Capital Advisors
New Jersey
$254K
VFA
89
Valeo Financial Advisors
Indiana
$254K
CA
90
Crane Advisory
California
$250K
WWA
91
Wingate Wealth Advisors
Massachusetts
$243K
TAM
92
Townsend Asset Management
North Carolina
$238K
RWB
93
RMR Wealth Builders
New Jersey
$234K
MCM
94
Monument Capital Management
Virginia
$231K
GRP
95
Global Retirement Partners
California
$217K
US Bancorp
96
US Bancorp
Minnesota
$217K
William Blair & Company
97
William Blair & Company
Illinois
$215K
HGWM
98
Horst & Graben Wealth Management
Oregon
$207K
PP
99
Prosperity Planning
Missouri
$205K
GBT
100
Grove Bank & Trust
Florida
$204K