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iShares ESG Screened S&P 500 ETF

108 hedge funds and large institutions have $128M invested in iShares ESG Screened S&P 500 ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 37 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
Holders Change %
0%
% of All Funds
1.47%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
37
Reduced
32
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SLF
1
Sun Life Financial
Ontario, Canada
$35.2M
BCM
2
Becker Capital Management
Oregon
$9.86M +$1.17M +27,240 +13%
LPL Financial
3
LPL Financial
California
$7.42M +$1.28M +29,807 +21%
JFA
4
JNBA Financial Advisors
Minnesota
$3.75M -$301K -7,029 -7%
BMD
5
Better Money Decisions
New Mexico
$3.71M -$298K -6,973 -7%
BWP
6
BSW Wealth Partners
Colorado
$3.68M -$384K -8,969 -9%
ABWM
7
Alpine Bank Wealth Management
Colorado
$3.34M +$3.34M +77,966 New
Franklin Resources
8
Franklin Resources
California
$3.25M -$80.6K -1,885 -2%
WBG
9
Wharton Business Group
Pennsylvania
$3.23M -$327K -7,645 -9%
APW
10
Atlantic Private Wealth
North Carolina
$2.9M +$43 +1 +0%
Raymond James Financial
11
Raymond James Financial
Florida
$2.52M +$60.1K +1,405 +2%
BFO
12
Biltmore Family Office
North Carolina
$2.4M
Two Sigma Investments
13
Two Sigma Investments
New York
$2.38M -$171K -4,000 -7%
GAM
14
Gould Asset Management
California
$1.67M -$3K -70 -0.2%
HighTower Advisors
15
HighTower Advisors
Illinois
$1.66M +$17.4K +406 +1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.56M -$270K -6,304 -15%
Focus Partners Wealth
17
Focus Partners Wealth
Massachusetts
$1.47M +$848K +19,813 +137%
UFA
18
US Financial Advisors
Massachusetts
$1.34M +$58.1K +1,359 +5%
AWM
19
Apollon Wealth Management
South Carolina
$1.29M +$87.1K +2,035 +7%
FC
20
Financial Council
Maryland
$1.28M +$119K +2,790 +10%
WCP
21
Wick Capital Partners
Pennsylvania
$1.28M +$5.05K +118 +0.4%
Bank of America
22
Bank of America
North Carolina
$1.15M -$91.7K -2,143 -7%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.14M -$17K -397 -1%
NP
24
NorthRock Partners
Minnesota
$1.12M -$33.4K -781 -3%
RCS
25
Retirement Capital Strategies
California
$1.1M -$1.09M -25,473 -50%