iShares ESG Screened S&P 500 ETF
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108 hedge funds and large institutions have $135M 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.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
more capital invested
Capital invested by funds: $ → $
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.04% less ownership
Funds ownership: 45.74% → 43.7% (-2%)
Holders
108
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$2.7M | |
| 2 | +$1.27M | |
| 3 | +$683K | |
| 4 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
+$601K |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$559K |
Top Sellers
| 1 | -$1.75M | |
| 2 | -$714K | |
| 3 | -$504K | |
| 4 |
BFO
Biltmore Family Office
Charlotte,
North Carolina
|
-$491K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$458K |