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iShares ESG Screened S&P 500 ETF

88 hedge funds and large institutions have $117M invested in iShares ESG Screened S&P 500 ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 4 closing their positions.

Holders
88
Holders Change
+11
Holders Change %
+14.29%
% of All Funds
1.28%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
16
Increased
28
Reduced
22
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SLF
1
Sun Life Financial
Ontario, Canada
$34.6M 823,040
BCM
2
Becker Capital Management
Oregon
$8.69M 206,639 -27,340 -12%
RCS
3
Retirement Capital Strategies
California
$6.21M 147,715 -602,086 -80%
LPL Financial
4
LPL Financial
California
$5.14M 122,317 +79,050 +183%
BMD
5
Better Money Decisions
New Mexico
$4.17M 99,200 +2,782 +3%
BWP
6
BSW Wealth Partners
Colorado
$4.17M 99,096 -10,982 -10%
WBG
7
Wharton Business Group
Pennsylvania
$3.63M 86,400
APW
8
Atlantic Private Wealth
North Carolina
$3.57M 84,942 +156 +0.2%
Franklin Resources
9
Franklin Resources
California
$3.28M 77,883 +11,665 +18%
BFO
10
Biltmore Family Office
North Carolina
$2.82M 67,046
JFA
11
JNBA Financial Advisors
Minnesota
$2.47M 58,618 +18,456 +46%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$2.11M 50,293 +2,971 +6%
M&T Bank
13
M&T Bank
New York
$1.98M 47,086
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.77M 42,055 +1,389 +3%
Bank of America
15
Bank of America
North Carolina
$1.66M 39,488 -5,594 -12%
GAM
16
Gould Asset Management
California
$1.58M 37,510
UFA
17
US Financial Advisors
Massachusetts
$1.54M 36,536 -3,158 -8%
HighTower Advisors
18
HighTower Advisors
Illinois
$1.44M 34,366 +27,743 +419%
FC
19
Financial Council
Maryland
$1.37M 32,682 -707 -2%
WCP
20
Wick Capital Partners
Pennsylvania
$1.25M 29,761 +117 +0.4%
MFG
21
Monumental Financial Group
Maryland
$1.14M 27,077 -183 -0.7%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.11M 26,406 +1,013 +4%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$972K 23,108 +7,507 +48%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$954K 22,680 +2,052 +10%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$896K 21,295 +3,600 +20%