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iShares ESG Screened S&P Mid-Cap ETF

73 hedge funds and large institutions have $62.1M invested in iShares ESG Screened S&P Mid-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 3 closing their positions.

Holders
73
Holders Change
+21
Holders Change %
+40.38%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
21
Reduced
17
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
26
Cetera Advisors
Colorado
$535K -$53.1K -1,619 -9%
OCM
27
One Capital Management
California
$511K +$1.97K +60 +0.4%
LPL Financial
28
LPL Financial
California
$509K +$509K +15,520 New
APW
29
Atlantic Private Wealth
North Carolina
$509K +$2.92K +89 +0.6%
Mariner
30
Mariner
Kansas
$401K +$401K +12,229 New
HWMA
31
Heritage Wealth Management (Arizona)
Arizona
$387K +$192K +5,865 +99%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$358K +$358K +10,920 New
CWM
33
Congress Wealth Management
Massachusetts
$335K +$50.7K +1,547 +18%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$332K -$9.71K -296 -3%
SVWAG
35
Sound View Wealth Advisors Group
Georgia
$295K -$32.9K -871 -10%
DADC
36
D.A. Davidson & Co
Montana
$274K -$57.3K -1,747 -17%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$262K -$597K -18,208 -69%
WC
38
Weil Company
California
$262K +$262K +7,983 New
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$234K +$234K +7,150 New
Bank of America
40
Bank of America
North Carolina
$227K -$149K -4,553 -40%
TDWM
41
Topel & Distasi Wealth Management
California
$219K +$4.23K +129 +2%
FUBT
42
First United Bank & Trust
Maryland
$217K +$217K +6,620 New
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$214K -$614K -18,718 -74%
BMD
44
Better Money Decisions
New Mexico
$212K +$212K +6,453 New
SFG
45
Sage Financial Group
Pennsylvania
$208K +$208K +6,348 New
ACM
46
Armbruster Capital Management
New York
$207K +$207K +6,325 New
KAS
47
Kestra Advisory Services
Texas
$206K +$206K +6,281 New
AF
48
Affiance Financial
Minnesota
$196K +$196K +5,983 New
HI
49
Harbour Investments
Wisconsin
$133K +$133K +4,041 New
AIA
50
Armor Investment Advisors
North Carolina
$121K +$53.8K +1,640 +81%