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iShares ESG Screened S&P Mid-Cap ETF

78 hedge funds and large institutions have $61.2M invested in iShares ESG Screened S&P Mid-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+5
Holders Change %
+6.85%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
35
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DL
26
DOHJ LLC
Washington
$543K -$153K -4,500 -22%
LPL Financial
27
LPL Financial
California
$538K +$10.9K +320 +2%
LSA
28
L & S Advisors
California
$512K +$512K +15,049 New
Citadel Advisors
29
Citadel Advisors
Florida
$497K +$497K +14,624 New
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$491K +$269K +7,922 +121%
OCM
31
One Capital Management
California
$487K -$43.1K -1,267 -8%
CAN
32
Cetera Advisor Networks
California
$449K -$151K -4,441 -25%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$434K +$162K +4,765 +60%
CWM
34
Congress Wealth Management
Massachusetts
$421K +$74.3K +2,185 +21%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$404K +$60K +1,765 +17%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$379K +$7.92K +233 +2%
SFG
37
Sage Financial Group
Pennsylvania
$366K +$150K +4,406 +69%
TDWM
38
Topel & Distasi Wealth Management
California
$354K +$127K +3,731 +56%
OL
39
Optas LLC
Texas
$333K +$333K +9,793 New
Bank of America
40
Bank of America
North Carolina
$330K +$95.1K +2,798 +41%
DADC
41
D.A. Davidson & Co
Montana
$286K +$2.62K +77 +0.9%
BMD
42
Better Money Decisions
New Mexico
$272K +$52.8K +1,554 +24%
ACM
43
Armbruster Capital Management
New York
$266K +$51K +1,500 +24%
CCM
44
Coldstream Capital Management
Washington
$266K +$266K +7,822 New
SVWAG
45
Sound View Wealth Advisors Group
Georgia
$264K -$1.29K -38 -0.5%
FUBT
46
First United Bank & Trust
Maryland
$255K +$30.4K +895 +14%
FTUS
47
Flow Traders U.S.
New York
$252K +$252K +7,401 New
WC
48
Weil Company
California
$221K -$50.1K -1,475 -18%
KAS
49
Kestra Advisory Services
Texas
$211K -$2.35K -69 -1%
DC
50
Davenport & Co
Virginia
$202K +$202K +5,929 New