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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
T
126
Tidemark
California
$63.9K +$67.4K +1,298 New
HDIM
127
Hanson & Doremus Investment Management
Vermont
$45K
SS
128
Sunbelt Securities
Texas
$37.5K +$104 +2 +0.3%
FDCDDQ
129
Federation des caisses Desjardins du Quebec
Quebec, Canada
$32K
CWA
130
Carolina Wealth Advisors
South Carolina
$24.3K +$4.67K +90 +22%
RF
131
Rossby Financial
Florida
$23.9K +$20.5K +395 +465%
GKIM
132
GW&K Investment Management
Massachusetts
$20K +$21.6K +415 New
SWM
133
Spire Wealth Management
Virginia
$18K
AAP
134
Arax Advisory Partners
Colorado
$17.7K
WP
135
WealthShield Partners
North Carolina
$15.4K
1NWS
136
1 North Wealth Services
Maryland
$15.3K
National Bank of Canada
137
National Bank of Canada
Quebec, Canada
$13.7K +$9.56K +184 +192%
FVIM
138
Fort Vancouver Investment Management
Washington
$11.9K
EWA
139
EverSource Wealth Advisors
Alabama
$7.88K +$8.31K +160 New
ASN
140
Advisory Services Network
Georgia
$7.48K +$7.89K +152 New
ACA
141
Aptus Capital Advisors
Alabama
$7.38K +$3.63K +70 +88%
AF
142
Allworth Financial
California
$6.15K
CAM
143
Clarity Asset Management
Iowa
$6.02K +$6.34K +122 New
CMA
144
Cedar Mountain Advisors
Oregon
$98
DS
145
DRW Securities
Illinois
-$4.4M -83,540 Closed
WWA
146
WCG Wealth Advisors
Nevada
-$528K -10,024 Closed
MCM
147
Monument Capital Management
Virginia
-$231K -4,386 Closed
DWM
148
Destination Wealth Management
California
-$202K -3,830 Closed
Bessemer Group
149
Bessemer Group
New Jersey
-$22K -411 Closed
FFA
150
Farther Finance Advisors
California
-$15.3K -290 Closed