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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
AssetMark Inc
126
AssetMark Inc
California
$71.7K
T
127
Tidemark
California
$63.9K
HDIM
128
Hanson & Doremus Investment Management
Vermont
$45K
SS
129
Sunbelt Securities
Texas
$37.5K
FDCDDQ
130
Federation des caisses Desjardins du Quebec
Quebec, Canada
$32K
CWA
131
Carolina Wealth Advisors
South Carolina
$24.3K
RF
132
Rossby Financial
Florida
$23.9K
GKIM
133
GW&K Investment Management
Massachusetts
$20K
SWM
134
Spire Wealth Management
Virginia
$18K
AAP
135
Arax Advisory Partners
Colorado
$17.7K
WP
136
WealthShield Partners
North Carolina
$15.4K
1NWS
137
1 North Wealth Services
Maryland
$15.3K
National Bank of Canada
138
National Bank of Canada
Quebec, Canada
$13.7K
FVIM
139
Fort Vancouver Investment Management
Washington
$11.9K
EWA
140
EverSource Wealth Advisors
Alabama
$7.88K
ASN
141
Advisory Services Network
Georgia
$7.48K
ACA
142
Aptus Capital Advisors
Alabama
$7.38K
AF
143
Allworth Financial
California
$6.15K
CAM
144
Clarity Asset Management
Iowa
$6.02K
CMA
145
Cedar Mountain Advisors
Oregon
$98
DS
146
DRW Securities
Illinois
WWA
147
WCG Wealth Advisors
Nevada
MCM
148
Monument Capital Management
Virginia
DWM
149
Destination Wealth Management
California
Bessemer Group
150
Bessemer Group
New Jersey