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iShares ESG Screened S&P Mid-Cap ETF

93 hedge funds and large institutions have $89.8M invested in iShares ESG Screened S&P Mid-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+7
Holders Change %
+8.14%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
45
Reduced
15
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RCG
51
Regatta Capital Group
California
$347K -$34.4K -912 -9%
SWP
52
Stratos Wealth Partners
Ohio
$342K +$2.19K +58 +0.6%
OL
53
Optas LLC
Texas
$338K -$400K -10,600 -54%
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$330K +$4.68K +124 +1%
ACM
55
Armbruster Capital Management
New York
$322K +$26.4K +700 +9%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$320K +$320K +8,471 New
NC
57
Napatree Capital
Rhode Island
$316K +$316K +8,374 New
SVWAG
58
Sound View Wealth Advisors Group
Georgia
$295K +$1.58K +42 +0.5%
Truist Financial
59
Truist Financial
North Carolina
$291K +$32.2K +853 +12%
MML Investors Services
60
MML Investors Services
Massachusetts
$255K -$50.3K -1,331 -16%
TFO
61
Tarbox Family Office
California
$237K -$9.43K -250 -4%
MCM
62
MAI Capital Management
Ohio
$231K +$231K +6,125 New
DC
63
Davenport & Co
Virginia
$224K
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$223K -$197K -5,228 -47%
AA
65
Alesco Advisors
New York
$214K +$214K +5,675 New
FC
66
Financial Council
Maryland
$211K +$211K +5,596 New
CPIG
67
Chicago Partners Investment Group
Illinois
$204K +$204K +5,493 New
AIA
68
Armor Investment Advisors
North Carolina
$140K +$8.41K +223 +6%
AIA
69
Arcadia Investment Advisors
Idaho
$105K +$113 +3 +0.1%
JPMorgan Chase & Co
70
JPMorgan Chase & Co
New York
$99.3K +$83.4K +2,212 +525%
VAMG
71
Voisard Asset Management Group
Michigan
$92.4K +$92.4K +2,449 New
HI
72
Harbour Investments
Wisconsin
$83K
US Bancorp
73
US Bancorp
Minnesota
$68.9K
Deutsche Bank
74
Deutsche Bank
Germany
$65.1K +$51.9K +1,375 +393%
SAM
75
Smartleaf Asset Management
Massachusetts
$54.9K +$54.9K +1,436 New