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iShares ESG Screened S&P 500 ETF

128 hedge funds and large institutions have $375M invested in iShares ESG Screened S&P 500 ETF in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
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
DWM
101
Destination Wealth Management
California
$202K
MJRIC
102
Mogy Joel R Investment Counsel
California
$177K
SAM
103
Smartleaf Asset Management
Massachusetts
$174K
Fidelity Investments
104
Fidelity Investments
Massachusetts
$161K
AIA
105
Arcadia Investment Advisors
Idaho
$146K
MEG
106
Millstone Evans Group
Colorado
$128K
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$117K
Morgan Stanley
108
Morgan Stanley
New York
$106K
VWA
109
VSM Wealth Advisory
Maryland
$101K
RPA
110
Redwood Park Advisors
California
$87K
AssetMark Inc
111
AssetMark Inc
California
$76.7K
HDIM
112
Hanson & Doremus Investment Management
Vermont
$48K
ST
113
Smithfield Trust
Pennsylvania
$42K
SS
114
Sunbelt Securities
Texas
$40.1K
FDCDDQ
115
Federation des caisses Desjardins du Quebec
Quebec, Canada
$34.2K
Bessemer Group
116
Bessemer Group
New Jersey
$22K
CWA
117
Carolina Wealth Advisors
South Carolina
$21.2K
SWM
118
Spire Wealth Management
Virginia
$19.2K
AAP
119
Arax Advisory Partners
Colorado
$18.9K
WP
120
WealthShield Partners
North Carolina
$16.5K
1NWS
121
1 North Wealth Services
Maryland
$16.3K
FFA
122
Farther Finance Advisors
California
$15.3K
FVIM
123
Fort Vancouver Investment Management
Washington
$12.7K
AIC
124
Archer Investment Corporation
Indiana
$10.9K
AF
125
Allworth Financial
California
$6.59K