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iShares ESG Screened S&P 500 ETF

77 hedge funds and large institutions have $132M invested in iShares ESG Screened S&P 500 ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
77
Holders Change
+8
Holders Change %
+11.59%
% of All Funds
1.12%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
17
Increased
25
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SLF
1
Sun Life Financial
Ontario, Canada
$33.2M 823,040
RCS
2
Retirement Capital Strategies
California
$30.2M 749,801 +628,353 +517%
BCM
3
Becker Capital Management
Oregon
$9.43M 233,979 +9,785 +4%
BWP
4
BSW Wealth Partners
Colorado
$4.43M 110,078 -2,356 -2%
BMD
5
Better Money Decisions
New Mexico
$3.88M 96,418 -277 -0.3%
WBG
6
Wharton Business Group
Pennsylvania
$3.48M 86,400 -2,790 -3%
APW
7
Atlantic Private Wealth
North Carolina
$3.42M 84,786 +123 +0.1%
BFO
8
Biltmore Family Office
North Carolina
$2.7M 67,046
Franklin Resources
9
Franklin Resources
California
$2.67M 66,218
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.91M 47,322 +32,071 +210%
M&T Bank
11
M&T Bank
New York
$1.9M 47,086 +47,086 New
Bank of America
12
Bank of America
North Carolina
$1.82M 45,082 +17,443 +63%
LPL Financial
13
LPL Financial
California
$1.74M 43,267 +10,870 +34%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.64M 40,666 +23,470 +136%
JFA
15
JNBA Financial Advisors
Minnesota
$1.62M 40,162 +37,491 +1,404%
UFA
16
US Financial Advisors
Massachusetts
$1.6M 39,694 +250 +0.6%
Jane Street
17
Jane Street
New York
$1.55M 38,580 +38,580 New
GAM
18
Gould Asset Management
California
$1.51M 37,510 +7,850 +26%
FC
19
Financial Council
Maryland
$1.35M 33,389 -828 -2%
WCP
20
Wick Capital Partners
Pennsylvania
$1.19M 29,644 -3,795 -11%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.19M 29,515 +29,515 New
MFG
22
Monumental Financial Group
Maryland
$1.1M 27,260 +27,260 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.02M 25,393 -809 -3%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$831K 20,628 -51,952 -72%
RJT
25
Raymond James Trust
Florida
$825K 20,483 +20,483 New