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iShares ESG Screened S&P 500 ETF

143 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 23 funds opening new positions, 58 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 7

152% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 23

12% more funds holding

Funds holding: 128143 (+15)

1.42% more ownership

Funds ownership: 30.65%32.07% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

19% less capital invested

Capital invested by funds: $375M → $304M (-$70.3M)

Holders
143
Holders Change
+15
Holders Change %
+11.72%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
58
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
101
Perigon Wealth Management
California
$242K +$256K +4,925 New
PRP
102
Peak Retirement Planning
Ohio
$242K +$255K +4,910 New
EB
103
Eastern Bank
Massachusetts
$236K -$18.5K -356 -7%
HGWM
104
Horst & Graben Wealth Management
Oregon
$215K
AIM
105
Archer Investment Management
Texas
$208K -$607K -11,687 -73%
SI
106
Seeds Investor
New York
$204K +$200K +3,856 New
PFGIA
107
Patriot Financial Group Insurance Agency
Massachusetts
$204K +$215K +4,140 New
US Bancorp
108
US Bancorp
Minnesota
$203K
EIP
109
Ellis Investment Partners
Pennsylvania
$202K +$214K +4,113 New
William Blair & Company
110
William Blair & Company
Illinois
$200K
TAM
111
Townsend Asset Management
North Carolina
$197K -$27K -519 -11%
GBT
112
Grove Bank & Trust
Florida
$190K
MJRIC
113
Mogy Joel R Investment Counsel
California
$165K
SAM
114
Smartleaf Asset Management
Massachusetts
$156K
ST
115
Smithfield Trust
Pennsylvania
$149K +$116K +2,233 +283%
AIA
116
Arcadia Investment Advisors
Idaho
$137K +$104 +2 +0.1%
Fidelity Investments
117
Fidelity Investments
Massachusetts
$130K -$21.4K -413 -14%
Wells Fargo
118
Wells Fargo
California
$126K +$133K +2,567 New
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 +$52 +1 +0.1%
RPA
122
Redwood Park Advisors
California
$81.4K +$208 +4 +0.2%
SPIA
123
Steward Partners Investment Advisory
New York
$77.2K +$81.5K +1,569 New
ATPW
124
Ashton Thomas Private Wealth
Arizona
$77.2K +$81.4K +1,568 New
AssetMark Inc
125
AssetMark Inc
California
$71.7K