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iShares ESG Screened S&P Mid-Cap ETF

107 hedge funds and large institutions have $125M invested in iShares ESG Screened S&P Mid-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+14
Holders Change %
+15.05%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
48
Reduced
25
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Jane Street
26
Jane Street
New York
$1.09M +$1.09M +26,565 New
LPL Financial
27
LPL Financial
California
$1.09M -$771K -18,777 -42%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$1.08M +$838K +20,388 +345%
CCM
29
Coldstream Capital Management
Washington
$1.06M +$161K +3,924 +18%
SFG
30
Sage Financial Group
Pennsylvania
$956K +$101K +2,452 +12%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$878K -$64.6K -1,573 -7%
FCM
32
Fortis Capital Management
Washington
$867K +$2.18K +53 +0.3%
WT
33
Whittier Trust
California
$828K
AF
34
Affiance Financial
Minnesota
$813K -$727K -17,685 -47%
DADC
35
D.A. Davidson & Co
Montana
$751K +$95.5K +2,325 +15%
OWM
36
Opes Wealth Management
California
$748K +$3K +73 +0.4%
CWM
37
Congress Wealth Management
Massachusetts
$733K -$3.57K -87 -0.5%
Focus Partners Wealth
38
Focus Partners Wealth
Massachusetts
$697K -$127K -3,095 -15%
MCWS
39
McKinley Carter Wealth Services
West Virginia
$695K +$3.94K +96 +0.6%
APW
40
Atlantic Private Wealth
North Carolina
$674K +$329 +8 +0%
CA
41
Cetera Advisors
Colorado
$654K -$132K -3,217 -17%
PGA
42
Portland Global Advisors
Maine
$606K +$606K +14,740 New
BMD
43
Better Money Decisions
New Mexico
$604K -$123 -3 -0%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$584K +$236K +5,753 +68%
Corient Private Wealth
45
Corient Private Wealth
Florida
$549K +$549K +13,362 New
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$549K +$52.7K +1,283 +11%
FUBT
47
First United Bank & Trust
Maryland
$516K -$4.11K -100 -0.8%
TDWM
48
Topel & Distasi Wealth Management
California
$513K +$38.7K +943 +8%
PBF
49
Petix & Botte Financial
California
$513K +$513K +12,489 New
OL
50
Optas LLC
Texas
$507K +$139K +3,389 +38%