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iShares ESG Screened S&P Mid-Cap ETF

86 hedge funds and large institutions have $70.2M invested in iShares ESG Screened S&P Mid-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 16 reducing their positions, and 7 closing their positions.

Holders
86
Holders Change
+1
Holders Change %
+1.18%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
39
Reduced
16
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FUBT
51
First United Bank & Trust
Maryland
$273K 8,065 -275 -3%
ACM
52
Armbruster Capital Management
New York
$265K 7,825
SVWAG
53
Sound View Wealth Advisors Group
Georgia
$263K 7,771
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$259K 7,639 -16,020 -68%
MA
55
MONECO Advisors
Connecticut
$244K 7,206 +7,206 New
Truist Financial
56
Truist Financial
North Carolina
$232K 6,861 +1,214 +21%
TFO
57
Tarbox Family Office
California
$221K 6,529 +6,529 New
Mercer Global Advisors
58
Mercer Global Advisors
Colorado
$221K 6,526 +305 +5%
DC
59
Davenport & Co
Virginia
$201K 5,929
Creative Planning
60
Creative Planning
Kansas
$151K 4,448 -1,404 -24%
AIA
61
Armor Investment Advisors
North Carolina
$118K 3,475 -200 -5%
AIA
62
Arcadia Investment Advisors
Idaho
$94.2K 2,781
AF
63
Advisornet Financial
Minnesota
$85.3K 2,517
HI
64
Harbour Investments
Wisconsin
$74.5K 2,200
US Bancorp
65
US Bancorp
Minnesota
$61.8K 1,826
UBS Group
66
UBS Group
Switzerland
$59.3K 1,752 -1,210 -41%
AAG
67
Armstrong Advisory Group
Massachusetts
$49K 1,448 +105 +8%
WWP
68
WR Wealth Planners
Missouri
$38.7K 1,143 -14 -1%
ST
69
Smithfield Trust
Pennsylvania
$38K 1,112 -265 -19%
ME
70
McIlrath & Eck
Washington
$36.7K 1,083
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$36K 1,066
GRP
72
Global Retirement Partners
California
$35.8K 1,083 +4 +0.4%
WFA
73
Wells Financial Advisors
Massachusetts
$32.7K 965
BC
74
Bartlett & Co
Ohio
$29K 850
BCWM
75
Bartlett & Co Wealth Management
Ohio
$28.9K 850