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iShares ESG Screened S&P 500 ETF

117 hedge funds and large institutions have $162M invested in iShares ESG Screened S&P 500 ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
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
RPA
101
Redwood Park Advisors
California
$84.8K
AssetMark Inc
102
AssetMark Inc
California
$75K
Northwestern Mutual Wealth Management
103
Northwestern Mutual Wealth Management
Wisconsin
$72.9K
HDIM
104
Hanson & Doremus Investment Management
Vermont
$47K
PS
105
Principal Securities
Iowa
$44.5K
SS
106
Sunbelt Securities
Texas
$39.1K
ST
107
Smithfield Trust
Pennsylvania
$26K
SWM
108
Spire Wealth Management
Virginia
$18.8K
GWSG
109
GPS Wealth Strategies Group
Colorado
$17.3K
WP
110
WealthShield Partners
North Carolina
$16.9K
1NWS
111
1 North Wealth Services
Maryland
$16K
FFA
112
Farther Finance Advisors
California
$14.9K
FVIM
113
Fort Vancouver Investment Management
Washington
$12.4K
ASN
114
Advisory Services Network
Georgia
$12.2K
AIC
115
Archer Investment Corporation
Indiana
$10.7K
FWM
116
FSA Wealth Management
Massachusetts
$6.44K
RF
117
Rossby Financial
Florida
$4.4K
CMA
118
Cedar Mountain Advisors
Oregon
$103
Two Sigma Investments
119
Two Sigma Investments
New York
Jane Street
120
Jane Street
New York
LFG
121
Leverty Financial Group
Wisconsin
HFO
122
Heritage Family Offices
Arizona
Wealth Enhancement Advisory Services
123
Wealth Enhancement Advisory Services
Minnesota
OMC
124
Old Mission Capital
Illinois
AAP
125
Arax Advisory Partners
Colorado