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iShares ESG Screened S&P 500 ETF

28 hedge funds and large institutions have $367M invested in iShares ESG Screened S&P 500 ETF in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and closing their positions.

Holders
28
Holders Change
+10
Holders Change %
+55.56%
% of All Funds
0.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
10
Reduced
3
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SLF
1
Sun Life Financial
Ontario, Canada
$340M 9,267,981 +6,145,074 +197%
RCS
2
Retirement Capital Strategies
California
$7.94M 216,084 +143,408 +197%
HighTower Advisors
3
HighTower Advisors
Illinois
$3.46M 94,287 +80,989 +609%
WBG
4
Wharton Business Group
Pennsylvania
$2.36M 64,150 -1,425 -2%
APW
5
Atlantic Private Wealth
North Carolina
$1.73M 47,146 +47,146 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.36M 37,078 +36,398 +5,353%
CAM
7
Cidel Asset Management
Ontario, Canada
$1.17M 31,917
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.13M 30,810 +1,866 +6%
NYLIM
9
New York Life Investment Management
New York
$1.11M 30,238 -18,967 -39%
BFO
10
Biltmore Family Office
North Carolina
$1.1M 30,000
Truist Financial
11
Truist Financial
North Carolina
$1.05M 28,648 +54 +0.2%
Jane Street
12
Jane Street
New York
$753K 20,504 -12,112 -37%
BMD
13
Better Money Decisions
New Mexico
$670K 18,252 +18,252 New
Bank of America
14
Bank of America
North Carolina
$391K 10,650 +9,131 +601%
SPC
15
Sigma Planning Corp
Michigan
$319K 8,692 +137 +2%
AIA
16
Armor Investment Advisors
North Carolina
$313K 8,515 +1,281 +18%
MWM
17
Merriman Wealth Management
Washington
$299K 8,131
RJFSA
18
Raymond James Financial Services Advisors
Florida
$266K 7,252 +7,252 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$218K 5,939 +5,939 New
SAS
20
Sanford Advisory Services
Michigan
$215K 5,853 +5,853 New
LPL Financial
21
LPL Financial
California
$209K 5,699 +5,699 New
CWS
22
Confluence Wealth Services
Pennsylvania
$165K 4,495 +4,495 New
AIA
23
Arcadia Investment Advisors
Idaho
$73.6K 2,004
COCM
24
Charter Oak Capital Management
New Hampshire
$65K 1,757 +210 +14%
Osaic Holdings
25
Osaic Holdings
Arizona
$15K 401 +401 New