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iShares ESG Screened S&P Mid-Cap ETF
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Overview Fund Activity

113 hedge funds and large institutions have $139M invested in iShares ESG Screened S&P Mid-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
+6
Holders Change %
+5.61%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
56
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KOC
Koss-Olinger Consulting
Florida
$5.61M
2
EB
Eastern Bank
Massachusetts
$10.5M
3
Bank of America
Bank of America
North Carolina
$17.7M
4
FF
Francis Financial
$1.87M
5
LPL Financial
LPL Financial
California
$2.77M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
3
FCM
Fortis Capital Management
Washington
$0
4
Jane Street
Jane Street
New York
$234K
5
PBF
Petix & Botte Financial
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$1.22M – – –
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$1.21M +$366K +9,261 +43%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.17M +$45.7K +1,155 +4%
CCM
29
Coldstream Capital Management
Washington
$1.06M +$41.2K +1,041 +4%
Osaic Holdings
30
Osaic Holdings
Arizona
$989K -$409K -10,344 -29%
SFG
31
Sage Financial Group
Pennsylvania
$975K +$53.3K +1,348 +6%
AF
32
Affiance Financial
Minnesota
$843K +$59.2K +1,497 +8%
DADC
33
D.A. Davidson & Co
Montana
$800K +$76.4K +1,930 +11%
WT
34
Whittier Trust
California
$798K – – –
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$736K +$394K +9,956 +115%
OWM
36
Opes Wealth Management
California
$731K +$10.3K +260 +1%
Focus Partners Wealth
37
Focus Partners Wealth
Massachusetts
$672K – – –
MCWS
38
McKinley Carter Wealth Services
West Virginia
$654K -$15.4K -388 -2%
APW
39
Atlantic Private Wealth
North Carolina
$651K +$1.86K +47 +0.3%
BMD
40
Better Money Decisions
New Mexico
$639K +$57.5K +1,452 +10%
FUBT
41
First United Bank & Trust
Maryland
$623K +$126K +3,185 +25%
CWM
42
Congress Wealth Management
Massachusetts
$614K -$92K -2,325 -13%
EFM
43
Eley Financial Management
Vermont
$602K +$312K +7,892 +108%
PGA
44
Portland Global Advisors
Maine
$589K +$5.94K +150 +1%
Corient Private Wealth
45
Corient Private Wealth
Florida
$562K +$33.5K +847 +6%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$556K -$6.93K -175 -1%
Creative Planning
47
Creative Planning
Kansas
$556K +$147K +3,718 +36%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$528K – – –
TDWM
49
Topel & Distasi Wealth Management
California
$494K -$514 -13 -0.1%
OL
50
Optas LLC
Texas
$487K -$1.98K -50 -0.4%
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