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iShares ESG Screened S&P 500 ETF
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Overview Fund Activity

38 hedge funds and large institutions have $159M invested in iShares ESG Screened S&P 500 ETF in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
38
Holders Change
+10
Holders Change %
+35.71%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
12
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$103M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.84M
3
Truist Financial
3
Truist Financial
North Carolina
$2.51M
4
Jane Street
4
Jane Street
New York
$1.93M
5
LFG
5
Leverty Financial Group
Wisconsin
$528K

Top Sellers

1
SLF
1
Sun Life Financial
Ontario, Canada
$28.3M
2
RCS
2
Retirement Capital Strategies
California
$4.57M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$70K
4
HighTower Advisors
4
HighTower Advisors
Illinois
$2.93M
5
Bank of America
5
Bank of America
North Carolina
$117K
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$103M 3,002,105 +3,002,105 New
SLF
2
Sun Life Financial
Ontario, Canada
$28.3M 823,040 -8,444,941 -91%
RCS
3
Retirement Capital Strategies
California
$4.57M 137,661 -78,423 -36%
HighTower Advisors
4
HighTower Advisors
Illinois
$2.93M 85,276 -9,011 -10%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.84M 82,567 +51,757 +168%
Truist Financial
6
Truist Financial
North Carolina
$2.51M 73,071 +44,423 +155%
WBG
7
Wharton Business Group
Pennsylvania
$2.21M 64,150 – –
Jane Street
8
Jane Street
New York
$1.93M 56,256 +35,752 +174%
APW
9
Atlantic Private Wealth
North Carolina
$1.62M 47,146 – –
BFO
10
Biltmore Family Office
North Carolina
$1.11M 32,187 +2,187 +7%
CAM
11
Cidel Asset Management
Ontario, Canada
$1.1M 31,917 – –
NYLIM
12
New York Life Investment Management
New York
$1.09M 31,794 +1,556 +5%
HWMA
13
Heritage Wealth Management (Arizona)
Arizona
$663K 19,294 +19,294 New
BMD
14
Better Money Decisions
New Mexico
$654K 19,035 +783 +4%
LFG
15
Leverty Financial Group
Wisconsin
$528K 15,379 +15,379 New
Citadel Advisors
16
Citadel Advisors
Florida
$501K 14,580 +14,580 New
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$422K 12,273 +12,273 New
LPL Financial
18
LPL Financial
California
$348K 10,126 +4,427 +78%
MML Investors Services
19
MML Investors Services
Massachusetts
$331K 9,620 +9,620 New
Walleye Capital
20
Walleye Capital
New York
$327K 9,522 +9,522 New
AIA
21
Armor Investment Advisors
North Carolina
$300K 8,718 +203 +2%
MWM
22
Merriman Wealth Management
Washington
$279K 8,131 – –
SPC
23
Sigma Planning Corp
Michigan
$267K 7,758 -934 -11%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$245K 7,140 -112 -2%
SAS
25
Sanford Advisory Services
Michigan
$201K 5,853 – –
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