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iShares ESG Screened S&P 500 ETF

60 hedge funds and large institutions have $161M invested in iShares ESG Screened S&P 500 ETF in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 23 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
60
Holders Change
+16
Holders Change %
+36.36%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
23
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$98.4M 3,461,151
SLF
2
Sun Life Financial
Ontario, Canada
$23.4M 823,040
Lido Advisors
3
Lido Advisors
California
$5.63M 198,017 +198,017 New
BWP
4
BSW Wealth Partners
Colorado
$3.33M 117,010 +117,010 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.33M 82,112 +4,809 +6%
WBG
6
Wharton Business Group
Pennsylvania
$2.29M 80,660 +6,245 +8%
APW
7
Atlantic Private Wealth
North Carolina
$2.27M 79,847 +473 +0.6%
BFO
8
Biltmore Family Office
North Carolina
$1.91M 67,046
NYLIM
9
New York Life Investment Management
New York
$1.87M 65,775 +30,038 +84%
Truist Financial
10
Truist Financial
North Carolina
$1.79M 63,137 -2,959 -4%
BMD
11
Better Money Decisions
New Mexico
$1.58M 55,599 +10,981 +25%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.28M 44,922 -70,432 -61%
MBI
13
Montrusco Bolton Investments
Quebec, Canada
$1.04M 36,479 +24,792 +212%
UFA
14
US Financial Advisors
Massachusetts
$988K 34,749 +34,749 New
HWMA
15
Heritage Wealth Management (Arizona)
Arizona
$951K 33,468 +16,673 +99%
CAM
16
Cidel Asset Management
Ontario, Canada
$908K 31,917
MCM
17
MAI Capital Management
Ohio
$887K 31,187 -3,957 -11%
WCP
18
Wick Capital Partners
Pennsylvania
$836K 29,419 +302 +1%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$785K 27,607 +27,607 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$668K 23,506 +14,427 +159%
GAM
21
Gould Asset Management
California
$623K 21,900 +21,900 New
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$527K 18,453 +2,865 +18%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$466K 16,397 +1,270 +8%
LFG
24
Leverty Financial Group
Wisconsin
$396K 13,933 -184 -1%
LPL Financial
25
LPL Financial
California
$386K 13,567 +1,889 +16%