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iShares ESG Screened S&P 500 ETF

60 hedge funds and large institutions have $74.5M invested in iShares ESG Screened S&P 500 ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+3
Holders Change %
+5.26%
% of All Funds
0.96%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
17
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SLF
1
Sun Life Financial
Ontario, Canada
$26.7M
BCM
2
Becker Capital Management
Oregon
$6.12M +$2.19M +67,095 +56%
RCS
3
Retirement Capital Strategies
California
$4.18M -$20.2M -623,712 -83%
BWP
4
BSW Wealth Partners
Colorado
$3.62M -$19.5K -600 -0.5%
MBI
5
Montrusco Bolton Investments
Quebec, Canada
$3.39M +$454K +13,991 +15%
WBG
6
Wharton Business Group
Pennsylvania
$2.89M +$168K +5,170 +6%
APW
7
Atlantic Private Wealth
North Carolina
$2.75M -$3.24K -100 -0.1%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.33M +$40.8K +1,259 +2%
BMD
9
Better Money Decisions
New Mexico
$2.26M +$69.5K +2,144 +3%
BFO
10
Biltmore Family Office
North Carolina
$2.18M
Truist Financial
11
Truist Financial
North Carolina
$1.69M +$8.46K +261 +0.5%
UFA
12
US Financial Advisors
Massachusetts
$1.18M +$80.1K +2,469 +7%
WCP
13
Wick Capital Partners
Pennsylvania
$1.05M -$551 -17 -0.1%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$803K +$23.7K +732 +3%
GAM
15
Gould Asset Management
California
$712K -$67.8K -2,090 -9%
Jane Street
16
Jane Street
New York
$711K -$1.95M -60,223 -73%
Bank of America
17
Bank of America
North Carolina
$706K -$32.9K -1,015 -4%
MCM
18
MAI Capital Management
Ohio
$701K -$7.3K -225 -1%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$571K
MML Investors Services
20
MML Investors Services
Massachusetts
$527K +$46.2K +1,426 +10%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$515K +$230K +7,087 +81%
NYLIM
22
New York Life Investment Management
New York
$495K +$74K +2,282 +18%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$486K -$11.2K -346 -2%
BSW
24
Buckingham Strategic Wealth
Missouri
$469K +$469K +14,453 New
TFO
25
Tarbox Family Office
California
$454K +$454K +13,998 New