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iShares ESG Screened S&P Mid-Cap ETF

85 hedge funds and large institutions have $64.7M invested in iShares ESG Screened S&P Mid-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
85
Holders Change
+7
Holders Change %
+8.97%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
13
Increased
36
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CAN
51
Cetera Advisor Networks
California
$277K 7,763 -5,458 -41%
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$222K 6,221 +6,221 New
MML Investors Services
53
MML Investors Services
Massachusetts
$221K 6,196 +281 +5%
DC
54
Davenport & Co
Virginia
$211K 5,929
JF
55
JSF Financial
California
$210K 5,895 +5,895 New
Creative Planning
56
Creative Planning
Kansas
$208K 5,852 +5,852 New
JPMPWA
57
J.P. Morgan Private Wealth Advisors
California
$208K 5,838 +5,838 New
WC
58
Weil Company
California
$207K 5,822 -686 -11%
AA
59
Alesco Advisors
New York
$202K 5,675 +5,675 New
Truist Financial
60
Truist Financial
North Carolina
$201K 5,647 +5,647 New
KTC
61
Kistler-Tiffany Companies
Pennsylvania
$158K 4,448
AIA
62
Armor Investment Advisors
North Carolina
$131K 3,675
UBS Group
63
UBS Group
Switzerland
$106K 2,962 +398 +16%
AIA
64
Arcadia Investment Advisors
Idaho
$99.1K 2,781 +4 +0.1%
AF
65
Advisornet Financial
Minnesota
$89.7K 2,517 +95 +4%
HI
66
Harbour Investments
Wisconsin
$78.4K 2,200 -1,841 -46%
TF
67
TimeScale Financial
Massachusetts
$68.5K 1,922
US Bancorp
68
US Bancorp
Minnesota
$65K 1,826
ST
69
Smithfield Trust
Pennsylvania
$50K 1,377
AAG
70
Armstrong Advisory Group
Massachusetts
$47.8K 1,343 +905 +207%
WWP
71
WR Wealth Planners
Missouri
$41.2K 1,157 -449 -28%
ME
72
McIlrath & Eck
Washington
$38.6K 1,083
GRP
73
Global Retirement Partners
California
$38.4K 1,079 +981 +1,001%
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$38K 1,066 -3,559 -77%
WFA
75
Wells Financial Advisors
Massachusetts
$34.4K 965 +965 New