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iShares ESG Screened S&P 500 ETF

44 hedge funds and large institutions have $140M invested in iShares ESG Screened S&P 500 ETF in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
44
Holders Change
+4
Holders Change %
+10%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
16
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$92.9M 3,461,151
SLF
2
Sun Life Financial
Ontario, Canada
$22.1M 823,040
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$3.1M 115,354 +5,991 +5%
APW
4
Atlantic Private Wealth
North Carolina
$2.13M 79,374
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.07M 77,303 -14,121 -15%
WBG
6
Wharton Business Group
Pennsylvania
$2M 74,415 +7,775 +12%
BFO
7
Biltmore Family Office
North Carolina
$1.8M 67,046
Truist Financial
8
Truist Financial
North Carolina
$1.77M 66,096 -9,550 -13%
BMD
9
Better Money Decisions
New Mexico
$1.2M 44,618 +10,168 +30%
Citadel Advisors
10
Citadel Advisors
Florida
$993K 37,026 +37,026 New
NYLIM
11
New York Life Investment Management
New York
$959K 35,737 -11,872 -25%
MCM
12
MAI Capital Management
Ohio
$943K 35,144 +94 +0.3%
CAM
13
Cidel Asset Management
Ontario, Canada
$856K 31,917
WCP
14
Wick Capital Partners
Pennsylvania
$781K 29,117 +8,612 +42%
HWMA
15
Heritage Wealth Management (Arizona)
Arizona
$451K 16,795 -1,001 -6%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$425K 15,588
RF
17
RHS Financial
California
$418K 15,566 +15,566 New
RJFSA
18
Raymond James Financial Services Advisors
Florida
$406K 15,127 +4,983 +49%
LFG
19
Leverty Financial Group
Wisconsin
$378K 14,117 -871 -6%
US Bancorp
20
US Bancorp
Minnesota
$320K 11,924 +11,720 +5,745%
GF
21
Gries Financial
Ohio
$320K 11,924 +11,924 New
MBI
22
Montrusco Bolton Investments
Quebec, Canada
$314K 11,687 +11,687 New
LPL Financial
23
LPL Financial
California
$313K 11,678 +708 +6%
MML Investors Services
24
MML Investors Services
Massachusetts
$302K 11,263 -532 -5%
JPMPWA
25
J.P. Morgan Private Wealth Advisors
California
$274K 10,219 +10,219 New