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iShares ESG Screened S&P 500 ETF

127 hedge funds and large institutions have $374M invested in iShares ESG Screened S&P 500 ETF in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UOCIM
1
University of Cambridge Investment Management
$192M
SLF
2
Sun Life Financial
Ontario, Canada
$43.4M
LPL Financial
3
LPL Financial
California
$13.5M
BCM
4
Becker Capital Management
Oregon
$12.2M
Brown Advisory
5
Brown Advisory
Maryland
$9.7M
JFA
6
JNBA Financial Advisors
Minnesota
$5.32M
DS
7
DRW Securities
Illinois
$4.4M
ABWM
8
Alpine Bank Wealth Management
Colorado
$4.18M
WBG
9
Wharton Business Group
Pennsylvania
$4.03M
Franklin Resources
10
Franklin Resources
California
$4.01M
EWA
11
EP Wealth Advisors
California
$3.78M
Raymond James Financial
12
Raymond James Financial
Florida
$3.63M
APW
13
Atlantic Private Wealth
North Carolina
$3.57M
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$3.54M
BWP
15
BSW Wealth Partners
Colorado
$3.31M
BFO
16
Biltmore Family Office
North Carolina
$2.96M
GAM
17
Gould Asset Management
California
$2.21M
HighTower Advisors
18
HighTower Advisors
Illinois
$2.18M
NP
19
NorthRock Partners
Minnesota
$1.97M
Citadel Advisors
20
Citadel Advisors
Florida
$1.8M
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.62M
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.61M
NF
23
Napier Financial
Massachusetts
$1.6M
WCP
24
Wick Capital Partners
Pennsylvania
$1.58M
Bank of America
25
Bank of America
North Carolina
$1.56M