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

125 hedge funds and large institutions have $166M invested in iShares ESG Screened S&P Mid-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 60 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
+12
Holders Change %
+10.62%
% of All Funds
1.81%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
60
Reduced
26
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WIA
World Investment Advisors
California
$5.88M
2
EB
Eastern Bank
Massachusetts
$16.1M
3
Citadel Advisors
Citadel Advisors
Florida
$1.61M
4
FF
Francis Financial
$3.57M
5
HWA
Hilltop Wealth Advisors
North Carolina
$2.04M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$3.87M
2
SRWM
Shira Ridge Wealth Management
California
$5.01M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$376K
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$0
5
SVWAG
Sound View Wealth Advisors Group
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
26
Gould Asset Management
California
$1.42M -$42.5K -1,005 -3%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$1.4M +$11.2K +266 +0.8%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$1.35M +$53.2K +1,257 +4%
BFO
29
Biltmore Family Office
North Carolina
$1.32M – – –
Goldman Sachs
30
Goldman Sachs
New York
$1.3M – – –
CCM
31
Coldstream Capital Management
Washington
$1.23M +$92.4K +2,186 +8%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$1.18M -$67.8K -1,605 -5%
Osaic Holdings
33
Osaic Holdings
Arizona
$1.1M +$43.2K +1,021 +4%
SFG
34
Sage Financial Group
Pennsylvania
$1.07M +$27.1K +641 +3%
RFA
35
RTD Financial Advisors
Pennsylvania
$998K +$998K +23,604 New
DADC
36
D.A. Davidson & Co
Montana
$955K +$99.9K +2,363 +12%
AF
37
Affiance Financial
Minnesota
$908K +$7.99K +189 +0.9%
WT
38
Whittier Trust
California
$853K – – –
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$847K +$60.1K +1,422 +8%
FUBT
40
First United Bank & Trust
Maryland
$808K +$142K +3,360 +21%
OWM
41
Opes Wealth Management
California
$803K +$22.4K +530 +3%
Corient Private Wealth
42
Corient Private Wealth
Florida
$791K +$191K +4,505 +32%
BMD
43
Better Money Decisions
New Mexico
$770K +$87K +2,058 +13%
MCWS
44
McKinley Carter Wealth Services
West Virginia
$711K +$12.4K +293 +2%
EFM
45
Eley Financial Management
Vermont
$687K +$43.2K +1,021 +7%
APW
46
Atlantic Private Wealth
North Carolina
$684K -$11.8K -278 -2%
PGA
47
Portland Global Advisors
Maine
$636K +$6.34K +150 +1%
HI
48
Harbour Investments
Wisconsin
$633K +$540K +12,759 +580%
TDWM
49
Topel & Distasi Wealth Management
California
$630K +$102K +2,413 +19%
NP
50
NorthRock Partners
Minnesota
$609K +$235K +5,550 +63%
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