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iShares ESG Screened S&P 500 ETF

127 hedge funds and large institutions have $374M invested in iShares ESG Screened S&P 500 ETF in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
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
MJRIC
101
Mogy Joel R Investment Counsel
California
$177K
SAM
102
Smartleaf Asset Management
Massachusetts
$174K
Fidelity Investments
103
Fidelity Investments
Massachusetts
$161K
AIA
104
Arcadia Investment Advisors
Idaho
$146K
MEG
105
Millstone Evans Group
Colorado
$128K
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$117K
Morgan Stanley
107
Morgan Stanley
New York
$106K
VWA
108
VSM Wealth Advisory
Maryland
$101K
RPA
109
Redwood Park Advisors
California
$87K
AssetMark Inc
110
AssetMark Inc
California
$76.7K
HDIM
111
Hanson & Doremus Investment Management
Vermont
$48K
ST
112
Smithfield Trust
Pennsylvania
$42K
SS
113
Sunbelt Securities
Texas
$40.1K
FDCDDQ
114
Federation des caisses Desjardins du Quebec
Quebec, Canada
$34.2K
Bessemer Group
115
Bessemer Group
New Jersey
$22K
CWA
116
Carolina Wealth Advisors
South Carolina
$21.2K
SWM
117
Spire Wealth Management
Virginia
$19.2K
AAP
118
Arax Advisory Partners
Colorado
$18.9K
WP
119
WealthShield Partners
North Carolina
$16.5K
1NWS
120
1 North Wealth Services
Maryland
$16.3K
FFA
121
Farther Finance Advisors
California
$15.3K
FVIM
122
Fort Vancouver Investment Management
Washington
$12.7K
AIC
123
Archer Investment Corporation
Indiana
$10.9K
AF
124
Allworth Financial
California
$6.59K
IIM
125
IFC & Insurance Marketing
California
$6K