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iShares ESG Screened S&P 500 ETF

144 hedge funds and large institutions have $304M invested in iShares ESG Screened S&P 500 ETF in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 58 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
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
CAG
76
Curtis Advisory Group
California
$402K
DJSG
77
D.J. St. Germain
Massachusetts
$376K
WWA
78
Wingate Wealth Advisors
Massachusetts
$361K
SPC
79
Sigma Planning Corp
Michigan
$358K
VAMG
80
Voisard Asset Management Group
Michigan
$356K
EIG
81
Ellenbecker Investment Group
Wisconsin
$352K
Rockefeller Capital Management
82
Rockefeller Capital Management
New York
$350K
PFA
83
Pettinga Financial Advisors
Indiana
$338K
CA
84
Crane Advisory
California
$334K
Corient Private Wealth
85
Corient Private Wealth
Florida
$325K
MBT
86
Montecito Bank & Trust
California
$313K
DWM
87
Dakota Wealth Management
Florida
$312K
GPW
88
Gray Private Wealth
Massachusetts
$309K
CSP
89
Cary Street Partners
Virginia
$301K
KW
90
KWB Wealth
California
$291K
AIA
91
Armor Investment Advisors
North Carolina
$289K
Citadel Advisors
92
Citadel Advisors
Florida
$275K
TWG
93
The Wealth Group
Minnesota
$274K
TDWM
94
Topel & Distasi Wealth Management
California
$258K
CCA
95
Cora Capital Advisors
New Jersey
$257K
EGWAG
96
Elwood & Goetz Wealth Advisory Group
Georgia
$250K
TWM
97
Timmons Wealth Management
Massachusetts
$249K
WIC
98
Whitegate Investment Counselors
New Hampshire
$248K
VFA
99
Valeo Financial Advisors
Indiana
$245K
PWM
100
Perigon Wealth Management
California
$242K