XJH icon

iShares ESG Screened S&P Mid-Cap ETF

85 hedge funds and large institutions have $64.7M invested in iShares ESG Screened S&P Mid-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
85
Holders Change
+7
Holders Change %
+8.97%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
13
Increased
36
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
26
LPL Financial
California
$615K +$50.5K +1,417 +9%
GG
27
GenWealth Group
New Jersey
$613K +$613K +17,213 New
MCWS
28
McKinley Carter Wealth Services
West Virginia
$603K -$1.78K -50 -0.3%
SFG
29
Sage Financial Group
Pennsylvania
$587K +$204K +5,720 +53%
APW
30
Atlantic Private Wealth
North Carolina
$584K +$3.49K +98 +0.6%
FCM
31
Fortis Capital Management
Washington
$581K -$83.5K -2,345 -13%
CG
32
Colony Group
Massachusetts
$531K -$278K -7,803 -34%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$524K +$69.9K +1,963 +15%
OCM
34
One Capital Management
California
$521K +$10.6K +297 +2%
CCM
35
Coldstream Capital Management
Washington
$518K +$240K +6,734 +86%
DL
36
DOHJ LLC
Washington
$507K -$62.2K -1,745 -11%
CWM
37
Congress Wealth Management
Massachusetts
$455K +$13.8K +387 +3%
HWA
38
Hilltop Wealth Advisors
North Carolina
$449K +$449K +12,593 New
RCG
39
Regatta Capital Group
California
$434K -$340K -9,552 -44%
FTUS
40
Flow Traders U.S.
New York
$425K +$161K +4,528 +61%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$423K
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$391K -$6.09K -171 -2%
TDWM
43
Topel & Distasi Wealth Management
California
$380K +$8.62K +242 +2%
Bank of America
44
Bank of America
North Carolina
$355K +$9.44K +265 +3%
DADC
45
D.A. Davidson & Co
Montana
$326K +$26.1K +732 +9%
BMD
46
Better Money Decisions
New Mexico
$304K +$19.2K +538 +7%
FUBT
47
First United Bank & Trust
Maryland
$297K +$29.4K +825 +11%
ACM
48
Armbruster Capital Management
New York
$279K
OL
49
Optas LLC
Texas
$277K -$71.3K -2,003 -20%
SVWAG
50
Sound View Wealth Advisors Group
Georgia
$277K -$142 -4 -0.1%