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iShares ESG Screened S&P 500 ETF

57 hedge funds and large institutions have $96.4M invested in iShares ESG Screened S&P 500 ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 3 closing their positions.

Holders
57
Holders Change
+4
Holders Change %
+7.55%
% of All Funds
0.9%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
16
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SLF
1
Sun Life Financial
Ontario, Canada
$27.8M 823,040
RCS
2
Retirement Capital Strategies
California
$25.4M 752,564 +752,564 New
BCM
3
Becker Capital Management
Oregon
$4.08M 120,629 +120,629 New
BWP
4
BSW Wealth Partners
Colorado
$3.79M 112,087 -5,571 -5%
MBI
5
Montrusco Bolton Investments
Quebec, Canada
$3.06M 90,448 +10,323 +13%
APW
6
Atlantic Private Wealth
North Carolina
$2.87M 84,761 +423 +0.5%
WBG
7
Wharton Business Group
Pennsylvania
$2.84M 84,020 +325 +0.4%
Jane Street
8
Jane Street
New York
$2.78M 82,143 +82,143 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.39M 70,671 +600 +0.9%
BMD
10
Better Money Decisions
New Mexico
$2.28M 67,444 -1,320 -2%
BFO
11
Biltmore Family Office
North Carolina
$2.27M 67,046
Truist Financial
12
Truist Financial
North Carolina
$1.76M 51,933 -277 -0.5%
UFA
13
US Financial Advisors
Massachusetts
$1.15M 33,963 -3,314 -9%
WCP
14
Wick Capital Partners
Pennsylvania
$1.09M 32,343
GAM
15
Gould Asset Management
California
$813K 24,055 +2,155 +10%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$813K 24,043 +1,158 +5%
Bank of America
17
Bank of America
North Carolina
$770K 22,779 +17,682 +347%
MCM
18
MAI Capital Management
Ohio
$738K 21,835 -1,015 -4%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$586K 17,568 -932 -5%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$518K 15,323 -10 -0.1%
MML Investors Services
21
MML Investors Services
Massachusetts
$502K 14,833 +3,196 +27%
LFG
22
Leverty Financial Group
Wisconsin
$471K 13,933
NYLIM
23
New York Life Investment Management
New York
$439K 12,974 -3,656 -22%
AIA
24
Armor Investment Advisors
North Carolina
$396K 11,722 -940 -7%
LPL Financial
25
LPL Financial
California
$387K 11,433 +1,041 +10%