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iShares ESG Screened S&P 500 ETF

40 hedge funds and large institutions have $147M invested in iShares ESG Screened S&P 500 ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 3 reducing their positions, and 8 closing their positions.

Holders
40
Holders Change
+2
Holders Change %
+5.26%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
20
Reduced
3
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$98.3M 3,461,151 +459,046 +15%
SLF
2
Sun Life Financial
Ontario, Canada
$23.4M 823,040
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$3.11M 109,363 +109,363 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.6M 91,424 +8,857 +11%
APW
5
Atlantic Private Wealth
North Carolina
$2.25M 79,374 +32,228 +68%
Truist Financial
6
Truist Financial
North Carolina
$2.15M 75,646 +2,575 +4%
BFO
7
Biltmore Family Office
North Carolina
$1.9M 67,046 +34,859 +108%
WBG
8
Wharton Business Group
Pennsylvania
$1.89M 66,640 +2,490 +4%
Jane Street
9
Jane Street
New York
$1.81M 63,842 +7,586 +13%
NYLIM
10
New York Life Investment Management
New York
$1.35M 47,609 +15,815 +50%
MCM
11
MAI Capital Management
Ohio
$995K 35,050 +35,050 New
BMD
12
Better Money Decisions
New Mexico
$978K 34,450 +15,415 +81%
CAM
13
Cidel Asset Management
Ontario, Canada
$906K 31,917
WCP
14
Wick Capital Partners
Pennsylvania
$582K 20,505 +20,505 New
HWMA
15
Heritage Wealth Management (Arizona)
Arizona
$505K 17,796 -1,498 -8%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$443K 15,588 +3,315 +27%
LFG
17
Leverty Financial Group
Wisconsin
$425K 14,988 -391 -3%
MML Investors Services
18
MML Investors Services
Massachusetts
$335K 11,795 +2,175 +23%
LPL Financial
19
LPL Financial
California
$311K 10,970 +844 +8%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$288K 10,144 +3,004 +42%
MWM
21
Merriman Wealth Management
Washington
$270K 9,524 +1,393 +17%
AIA
22
Armor Investment Advisors
North Carolina
$247K 8,683 -35 -0.4%
SPC
23
Sigma Planning Corp
Michigan
$235K 8,272 +514 +7%
KWA
24
KCS Wealth Advisory
California
$216K 7,600 +7,600 New
HFA
25
Highland Financial Advisors
New Jersey
$208K 7,320 +7,320 New