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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
PRP
101
Peak Retirement Planning
Ohio
$242K
EB
102
Eastern Bank
Massachusetts
$236K
HGWM
103
Horst & Graben Wealth Management
Oregon
$215K
AIM
104
Archer Investment Management
Texas
$208K
SI
105
Seeds Investor
New York
$204K
PFGIA
106
Patriot Financial Group Insurance Agency
Massachusetts
$204K
US Bancorp
107
US Bancorp
Minnesota
$203K
EIP
108
Ellis Investment Partners
Pennsylvania
$202K
William Blair & Company
109
William Blair & Company
Illinois
$200K
TAM
110
Townsend Asset Management
North Carolina
$197K
GBT
111
Grove Bank & Trust
Florida
$190K
MJRIC
112
Mogy Joel R Investment Counsel
California
$165K
SAM
113
Smartleaf Asset Management
Massachusetts
$156K
ST
114
Smithfield Trust
Pennsylvania
$149K
AIA
115
Arcadia Investment Advisors
Idaho
$137K
WWM
116
Western Wealth Management
Colorado
$131K
Fidelity Investments
117
Fidelity Investments
Massachusetts
$130K
Wells Fargo
118
Wells Fargo
California
$126K
MEG
119
Millstone Evans Group
Colorado
$119K
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$109K
VWA
121
VSM Wealth Advisory
Maryland
$94.4K
RPA
122
Redwood Park Advisors
California
$81.4K
SPIA
123
Steward Partners Investment Advisory
New York
$77.2K
ATPW
124
Ashton Thomas Private Wealth
Arizona
$77.2K
AssetMark Inc
125
AssetMark Inc
California
$71.7K