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iShares ESG Screened S&P Mid-Cap ETF

47 hedge funds and large institutions have $35M invested in iShares ESG Screened S&P Mid-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 7 closing their positions.

Holders
47
Holders Change
+6
Holders Change %
+14.63%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
16
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$234K +$234K +7,665 New
CWM
27
Congress Wealth Management
Massachusetts
$220K +$220K +7,209 New
DADC
28
D.A. Davidson & Co
Montana
$214K +$214K +6,984 New
HWMA
29
Heritage Wealth Management (Arizona)
Arizona
$193K -$16.2K -529 -8%
BMD
30
Better Money Decisions
New Mexico
$117K +$117K +3,822 New
KTC
31
Kistler-Tiffany Companies
Pennsylvania
$108K +$4.75K +156 +5%
WWP
32
WR Wealth Planners
Missouri
$86.5K -$24.9K -815 -22%
AF
33
Advisornet Financial
Minnesota
$82K +$1.68K +55 +2%
TFS
34
TrustCore Financial Services
Tennessee
$80K +$36.8K +1,211 +85%
AIA
35
Armor Investment Advisors
North Carolina
$61K +$15.4K +500 +34%
Deutsche Bank
36
Deutsche Bank
Germany
$37K -$4.63K -150 -11%
ME
37
McIlrath & Eck
Washington
$33K
US Bancorp
38
US Bancorp
Minnesota
$29K
BC
39
Bartlett & Co
Ohio
$26K
BCWM
40
Bartlett & Co Wealth Management
Ohio
$26K
APA
41
American Portfolios Advisors
New York
$23.7K +$367 +12 +2%
GIA
42
GHP Investment Advisors
Colorado
$12K +$59 +2 +0.5%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$9K
POIA
44
Pin Oak Investment Advisors
Texas
$3K
BTI
45
Blue Trust Inc
Georgia
$2K +$2K +63 New
ST
46
Smithfield Trust
Pennsylvania
$1K +$1K +27 New
Citigroup
47
Citigroup
New York
-$1.83M -50,000 Closed
EGWAG
48
Elwood & Goetz Wealth Advisory Group
Georgia
-$510K -13,948 Closed
GG
49
GenWealth Group
New Jersey
-$417K -11,402 Closed
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
-$234K -6,388 Closed