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iShares ESG Screened S&P Mid-Cap ETF

138 hedge funds and large institutions have $176M invested in iShares ESG Screened S&P Mid-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 57 increasing their positions, 35 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+13
Holders Change %
+10.4%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
20
Increased
57
Reduced
35
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GAM
26
Gould Asset Management
California
$1.37M -$38.1K -910 -3%
BFO
27
Biltmore Family Office
North Carolina
$1.31M
Goldman Sachs
28
Goldman Sachs
New York
$1.29M
CCM
29
Coldstream Capital Management
Washington
$1.25M +$38.2K +914 +3%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.18M +$13.8K +329 +1%
CWA
31
Crux Wealth Advisors
California
$1.17M +$1.17M +27,928 New
RFA
32
RTD Financial Advisors
Pennsylvania
$1.16M +$176K +4,210 +18%
SFG
33
Sage Financial Group
Pennsylvania
$1.13M +$68.3K +1,633 +6%
Osaic Holdings
34
Osaic Holdings
Arizona
$1.08M -$8.79K -210 -0.8%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$1M +$1M +23,999 New
MIA
36
MainStreet Investment Advisors
Illinois
$968K +$968K +23,145 New
Corient Private Wealth
37
Corient Private Wealth
Florida
$967K +$184K +4,397 +23%
MPWT
38
MassMutual Private Wealth & Trust
Connecticut
$959K +$959K +22,920 New
DADC
39
D.A. Davidson & Co
Montana
$952K +$6.99K +167 +0.7%
AF
40
Affiance Financial
Minnesota
$896K -$3.14K -75 -0.3%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$852K +$14.2K +340 +2%
WT
42
Whittier Trust
California
$850K +$5.94K +142 +0.7%
BMD
43
Better Money Decisions
New Mexico
$778K +$16.4K +392 +2%
OWM
44
Opes Wealth Management
California
$762K -$33.1K -790 -4%
CFG
45
Carr Financial Group
Massachusetts
$759K +$338K +8,083 +80%
FUBT
46
First United Bank & Trust
Maryland
$759K -$40.8K -975 -5%
MCWS
47
McKinley Carter Wealth Services
West Virginia
$733K +$28.7K +685 +4%
EFM
48
Eley Financial Management
Vermont
$719K +$39.2K +937 +6%
Jane Street
49
Jane Street
New York
$688K +$688K +16,444 New
NP
50
NorthRock Partners
Minnesota
$663K +$60.3K +1,441 +10%