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iShares ESG Screened S&P 500 ETF

107 hedge funds and large institutions have $134M invested in iShares ESG Screened S&P 500 ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 23 reducing their positions, and 3 closing their positions.

Holders
107
Holders Change
+11
Holders Change %
+11.46%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
40
Reduced
23
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SLF
1
Sun Life Financial
Ontario, Canada
$37.3M 823,040
BCM
2
Becker Capital Management
Oregon
$9.21M 203,284 +195 +0.1%
LPL Financial
3
LPL Financial
California
$6.51M 143,666 +3,778 +3%
BWP
4
BSW Wealth Partners
Colorado
$4.3M 94,956 -2,948 -3%
JFA
5
JNBA Financial Advisors
Minnesota
$4.29M 94,618 +13,266 +16%
BMD
6
Better Money Decisions
New Mexico
$4.25M 93,750 +790 +0.8%
WBG
7
Wharton Business Group
Pennsylvania
$3.77M 83,200 -3,200 -4%
Franklin Resources
8
Franklin Resources
California
$3.53M 77,883
APW
9
Atlantic Private Wealth
North Carolina
$3.07M 67,669 -2,469 -4%
Two Sigma Investments
10
Two Sigma Investments
New York
$2.7M 59,600 +59,600 New
Raymond James Financial
11
Raymond James Financial
Florida
$2.6M 57,439 +57,439 New
BFO
12
Biltmore Family Office
North Carolina
$2.55M 56,201 -10,845 -16%
RCS
13
Retirement Capital Strategies
California
$2.32M 51,187 -2,370 -4%
M&T Bank
14
M&T Bank
New York
$2.02M 44,636
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.93M 42,685 +7,280 +21%
GAM
16
Gould Asset Management
California
$1.77M 39,045 +1,535 +4%
HighTower Advisors
17
HighTower Advisors
Illinois
$1.74M 38,340 +1,038 +3%
UFA
18
US Financial Advisors
Massachusetts
$1.35M 29,877 -380 -1%
AIM
19
Archer Investment Management
Texas
$1.35M 29,845 +29,845 New
WCP
20
Wick Capital Partners
Pennsylvania
$1.35M 29,793 +32 +0.1%
Bank of America
21
Bank of America
North Carolina
$1.32M 29,090 -10,117 -26%
AWM
22
Apollon Wealth Management
South Carolina
$1.27M 28,101 +28,101 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.23M 27,156 +2,457 +10%
FC
24
Financial Council
Maryland
$1.23M 27,141 -5,154 -16%
NP
25
NorthRock Partners
Minnesota
$1.22M 26,941 +7,176 +36%