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iShares ESG Screened S&P Mid-Cap ETF

73 hedge funds and large institutions have $62.1M invested in iShares ESG Screened S&P Mid-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 3 closing their positions.

Holders
73
Holders Change
+21
Holders Change %
+40.38%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
21
Reduced
17
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KTC
51
Kistler-Tiffany Companies
Pennsylvania
$116K
AIA
52
Arcadia Investment Advisors
Idaho
$91.1K +$91.1K +2,777 New
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$90K -$6.57K -200 -7%
AF
54
Advisornet Financial
Minnesota
$88K
BC
55
Bartlett & Co
Ohio
$63K +$35K +1,060 +125%
BCWM
56
Bartlett & Co Wealth Management
Ohio
$62.7K +$34.8K +1,060 +125%
US Bancorp
57
US Bancorp
Minnesota
$59.9K
WWP
58
WR Wealth Planners
Missouri
$58.1K -$20K -610 -26%
TFS
59
TrustCore Financial Services
Tennessee
$57.9K
ME
60
McIlrath & Eck
Washington
$35.5K
Deutsche Bank
61
Deutsche Bank
Germany
$32.8K +$26.9K +820 +456%
WOSD
62
WFA of San Diego
California
$25.9K +$25.9K +791 New
AA
63
Addison Advisors
Vermont
$24.9K +$24.9K +760 New
WTC
64
WhitTier Trust Company
Nevada
$23.3K
GIA
65
GHP Investment Advisors
Colorado
$21.5K +$8.1K +247 +60%
NA
66
NewEdge Advisors
Louisiana
$19.4K +$19.4K +591 New
LFG
67
Larson Financial Group
Missouri
$6.19K +$557 +17 +10%
GRP
68
Global Retirement Partners
California
$3.71K +$3.71K +113 New
POIA
69
Pin Oak Investment Advisors
Texas
$3K
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$3K +$3K +88 New
SWM
71
Spire Wealth Management
Virginia
$1K
ST
72
Smithfield Trust
Pennsylvania
$1K
Fidelity Investments
73
Fidelity Investments
Massachusetts
$33 +$33 +1 New
Citadel Advisors
74
Citadel Advisors
Florida
-$765K -25,728 Closed
UBS Group
75
UBS Group
Switzerland
-$4K -145 Closed