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iShares ESG Screened S&P Mid-Cap ETF

78 hedge funds and large institutions have $61.2M invested in iShares ESG Screened S&P Mid-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+5
Holders Change %
+6.85%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
35
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MML Investors Services
51
MML Investors Services
Massachusetts
$201K +$201K +5,915 New
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$157K +$154K +4,537 +5,156%
KTC
53
Kistler-Tiffany Companies
Pennsylvania
$151K +$30.7K +903 +25%
HI
54
Harbour Investments
Wisconsin
$137K
AIA
55
Armor Investment Advisors
North Carolina
$125K
AIA
56
Arcadia Investment Advisors
Idaho
$94.4K
UBS Group
57
UBS Group
Switzerland
$87.2K +$87.2K +2,564 New
AF
58
Advisornet Financial
Minnesota
$82.3K -$8.84K -260 -10%
AAS
59
Ameritas Advisory Services
Nebraska
$66.7K +$66.7K +1,975 New
TF
60
TimeScale Financial
Massachusetts
$65.3K +$65.3K +1,922 New
US Bancorp
61
US Bancorp
Minnesota
$62.1K
WWP
62
WR Wealth Planners
Missouri
$54.6K -$5.61K -165 -9%
ST
63
Smithfield Trust
Pennsylvania
$47K +$46.1K +1,350 +5,000%
Deutsche Bank
64
Deutsche Bank
Germany
$42.5K +$8.5K +250 +25%
ME
65
McIlrath & Eck
Washington
$36.8K
BC
66
Bartlett & Co
Ohio
$29K -$36.2K -1,060 -55%
BCWM
67
Bartlett & Co Wealth Management
Ohio
$28.9K -$36K -1,060 -55%
AA
68
Addison Advisors
Vermont
$25.8K
WTC
69
WhitTier Trust Company
Nevada
$24.1K
GIA
70
GHP Investment Advisors
Colorado
$22.4K +$68 +2 +0.3%
AAG
71
Armstrong Advisory Group
Massachusetts
$14.9K +$14.9K +438 New
GWM
72
Geneos Wealth Management
Colorado
$13.5K +$13.5K +398 New
LFG
73
Larson Financial Group
Missouri
$9.38K +$2.96K +87 +46%
GRP
74
Global Retirement Partners
California
$3.26K -$500 -15 -13%
POIA
75
Pin Oak Investment Advisors
Texas
$3K