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iShares ESG Screened S&P Mid-Cap ETF

86 hedge funds and large institutions have $70.2M invested in iShares ESG Screened S&P Mid-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 16 reducing their positions, and 7 closing their positions.

Holders
86
Holders Change
+1
Holders Change %
+1.18%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
39
Reduced
16
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FCM
26
Fortis Capital Management
Washington
$698K +$146K +4,310 +26%
OL
27
Optas LLC
Texas
$663K +$399K +11,772 +151%
CA
28
Cetera Advisors
Colorado
$641K +$1.08K +32 +0.2%
WT
29
Whittier Trust
California
$600K +$600K +17,707 New
CG
30
Colony Group
Massachusetts
$595K +$89.8K +2,651 +18%
SFG
31
Sage Financial Group
Pennsylvania
$593K +$34.6K +1,022 +6%
CCM
32
Coldstream Capital Management
Washington
$577K +$83.9K +2,476 +17%
MCWS
33
McKinley Carter Wealth Services
West Virginia
$575K +$1.9K +56 +0.3%
APW
34
Atlantic Private Wealth
North Carolina
$555K
CWM
35
Congress Wealth Management
Massachusetts
$549K +$116K +3,426 +27%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$532K +$33.9K +1,002 +7%
MWM
37
Mascoma Wealth Management
New Hampshire
$499K -$148K -4,380 -23%
OCM
38
One Capital Management
California
$490K -$5.11K -151 -1%
HWA
39
Hilltop Wealth Advisors
North Carolina
$473K +$46.1K +1,362 +11%
DL
40
DOHJ LLC
Washington
$466K -$9.64K -288 -2%
OWM
41
Opes Wealth Management
California
$439K +$439K +12,955 New
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$409K +$6.54K +193 +2%
TDWM
43
Topel & Distasi Wealth Management
California
$393K +$32.2K +950 +9%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$377K +$5.42K +160 +1%
RCG
45
Regatta Capital Group
California
$342K -$70.8K -2,089 -17%
DADC
46
D.A. Davidson & Co
Montana
$330K +$19.8K +584 +6%
SWP
47
Stratos Wealth Partners
Ohio
$305K +$305K +9,007 New
BMD
48
Better Money Decisions
New Mexico
$301K +$11.5K +339 +4%
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$292K +$292K +8,624 New
MML Investors Services
50
MML Investors Services
Massachusetts
$274K +$63.9K +1,886 +30%