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iShares ESG Screened S&P 500 ETF

69 hedge funds and large institutions have $88.6M invested in iShares ESG Screened S&P 500 ETF in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 26 increasing their positions, 13 reducing their positions, and 6 closing their positions.

Holders
69
Holders Change
+9
Holders Change %
+15%
% of All Funds
1.01%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
16
Increased
26
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SLF
1
Sun Life Financial
Ontario, Canada
$29.9M 823,040
BCM
2
Becker Capital Management
Oregon
$8.16M 224,194 +36,470 +19%
RCS
3
Retirement Capital Strategies
California
$4.42M 121,448 -7,404 -6%
BWP
4
BSW Wealth Partners
Colorado
$4.09M 112,434 +947 +0.8%
BMD
5
Better Money Decisions
New Mexico
$3.52M 96,695 +27,107 +39%
WBG
6
Wharton Business Group
Pennsylvania
$3.25M 89,190
APW
7
Atlantic Private Wealth
North Carolina
$3.08M 84,663 +2 +0%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.64M 72,580 +650 +0.9%
BFO
9
Biltmore Family Office
North Carolina
$2.44M 67,046
Franklin Resources
10
Franklin Resources
California
$2.41M 66,218 +66,218 New
Truist Financial
11
Truist Financial
North Carolina
$1.82M 50,090 -2,104 -4%
UFA
12
US Financial Advisors
Massachusetts
$1.44M 39,444 +3,012 +8%
FC
13
Financial Council
Maryland
$1.25M 34,217 +34,217 New
WCP
14
Wick Capital Partners
Pennsylvania
$1.22M 33,439 +1,113 +3%
LPL Financial
15
LPL Financial
California
$1.18M 32,397 +18,812 +138%
GAM
16
Gould Asset Management
California
$1.08M 29,660 +7,695 +35%
Bank of America
17
Bank of America
North Carolina
$1.01M 27,639 +5,875 +27%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$953K 26,202 +1,427 +6%
NYLIM
19
New York Life Investment Management
New York
$826K 22,696 +7,440 +49%
MCM
20
MAI Capital Management
Ohio
$741K 20,361 -1,249 -6%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$643K 17,664 +96 +0.5%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$626K 17,196 +1,332 +8%
AFAS
23
Acorn Financial Advisory Services
Virginia
$599K 16,464 +16,464 New
MML Investors Services
24
MML Investors Services
Massachusetts
$569K 15,640 -619 -4%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$555K 15,251 +274 +2%