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iShares ESG Screened S&P 500 ETF
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Overview Fund Activity

96 hedge funds and large institutions have $124M invested in iShares ESG Screened S&P 500 ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 4 closing their positions.

Holders
96
Holders Change
+8
Holders Change %
+9.09%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
15
Increased
23
Reduced
28
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.75M
2
JFA
2
JNBA Financial Advisors
Minnesota
$3.6M
3
LPL Financial
3
LPL Financial
California
$6.19M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$668K
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$639K

Top Sellers

1
RCS
1
Retirement Capital Strategies
California
$2.37M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$0
3
APW
3
Atlantic Private Wealth
North Carolina
$3.1M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.57M
5
UFA
5
US Financial Advisors
Massachusetts
$1.34M
Name Market Value Shares Shares
Change 		Shares
Change %
SLF
1
Sun Life Financial
Ontario, Canada
$36.4M 823,040 – –
BCM
2
Becker Capital Management
Oregon
$8.98M 203,089 -3,550 -2%
LPL Financial
3
LPL Financial
California
$6.19M 139,888 +17,571 +14%
BWP
4
BSW Wealth Partners
Colorado
$4.33M 97,904 -1,192 -1%
BMD
5
Better Money Decisions
New Mexico
$4.11M 92,960 -6,240 -6%
WBG
6
Wharton Business Group
Pennsylvania
$3.82M 86,400 – –
JFA
7
JNBA Financial Advisors
Minnesota
$3.6M 81,352 +22,734 +39%
Franklin Resources
8
Franklin Resources
California
$3.51M 77,883 – –
APW
9
Atlantic Private Wealth
North Carolina
$3.1M 70,138 -14,804 -17%
BFO
10
Biltmore Family Office
North Carolina
$2.97M 67,046 – –
RCS
11
Retirement Capital Strategies
California
$2.37M 53,557 -94,158 -64%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$2.02M 45,684 -4,609 -9%
M&T Bank
13
M&T Bank
New York
$1.97M 44,636 -2,450 -5%
Citadel Advisors
14
Citadel Advisors
Florida
$1.75M 39,680 +39,680 New
Bank of America
15
Bank of America
North Carolina
$1.73M 39,207 -281 -0.7%
GAM
16
Gould Asset Management
California
$1.66M 37,510 – –
HighTower Advisors
17
HighTower Advisors
Illinois
$1.65M 37,302 +2,936 +9%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.57M 35,405 -6,650 -16%
FC
19
Financial Council
Maryland
$1.43M 32,295 -387 -1%
UFA
20
US Financial Advisors
Massachusetts
$1.34M 30,257 -6,279 -17%
WCP
21
Wick Capital Partners
Pennsylvania
$1.32M 29,761 – –
MFG
22
Monumental Financial Group
Maryland
$1.18M 26,574 -503 -2%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.17M 26,423 +17 +0.1%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.09M 24,699 +2,019 +9%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.01M 22,789 -319 -1%
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