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iShares ESG Screened S&P 500 ETF

53 hedge funds and large institutions have $58.3M invested in iShares ESG Screened S&P 500 ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 12 closing their positions.

Holders
53
Holders Change
-7
Holders Change %
-11.67%
% of All Funds
0.85%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
17
Reduced
16
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SLF
1
Sun Life Financial
Ontario, Canada
$25.4M 823,040
BWP
2
BSW Wealth Partners
Colorado
$3.64M 117,658 +648 +0.6%
APW
3
Atlantic Private Wealth
North Carolina
$2.61M 84,338 +4,491 +6%
WBG
4
Wharton Business Group
Pennsylvania
$2.59M 83,695 +3,035 +4%
MBI
5
Montrusco Bolton Investments
Quebec, Canada
$2.48M 80,125 +43,646 +120%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$2.16M 70,071 -12,041 -15%
BMD
7
Better Money Decisions
New Mexico
$2.12M 68,764 +13,165 +24%
BFO
8
Biltmore Family Office
North Carolina
$2.07M 67,046
Truist Financial
9
Truist Financial
North Carolina
$1.61M 52,210 -10,927 -17%
UFA
10
US Financial Advisors
Massachusetts
$1.15M 37,277 +2,528 +7%
WCP
11
Wick Capital Partners
Pennsylvania
$999K 32,343 +2,924 +10%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$707K 22,885 -22,037 -49%
MCM
13
MAI Capital Management
Ohio
$706K 22,850 -8,337 -27%
GAM
14
Gould Asset Management
California
$677K 21,900
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$599K 19,402 -8,205 -30%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$563K 18,500 +47 +0.3%
NYLIM
17
New York Life Investment Management
New York
$514K 16,630 -49,145 -75%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$474K 15,333 -1,064 -6%
LFG
19
Leverty Financial Group
Wisconsin
$430K 13,933
Citadel Advisors
20
Citadel Advisors
Florida
$397K 12,852 +12,852 New
AIA
21
Armor Investment Advisors
North Carolina
$391K 12,662
HFA
22
Highland Financial Advisors
New Jersey
$363K 11,740 -17 -0.1%
MML Investors Services
23
MML Investors Services
Massachusetts
$360K 11,637 +1,017 +10%
US Bancorp
24
US Bancorp
Minnesota
$325K 10,524 -1,400 -12%
GF
25
Gries Financial
Ohio
$325K 10,524 -1,400 -12%