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iShares ESG Screened S&P Mid-Cap ETF

107 hedge funds and large institutions have $125M invested in iShares ESG Screened S&P Mid-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+14
Holders Change %
+15.05%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
48
Reduced
25
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
51
Stratos Wealth Partners
Ohio
$485K +$113K +2,752 +30%
HWA
52
Hilltop Wealth Advisors
North Carolina
$471K -$193K -4,707 -29%
CAL
53
Capital Analysts LLC
Pennsylvania
$426K +$426K +10,359 New
Creative Planning
54
Creative Planning
Kansas
$424K +$246 +6 +0.1%
CFG
55
Carr Financial Group
Massachusetts
$411K +$411K +10,000 New
ACM
56
Armbruster Capital Management
New York
$387K +$37K +900 +11%
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$355K -$3.99K -97 -1%
Truist Financial
58
Truist Financial
North Carolina
$330K +$12.9K +313 +4%
RCG
59
Regatta Capital Group
California
$326K -$51.1K -1,245 -14%
Mercer Global Advisors
60
Mercer Global Advisors
Colorado
$325K -$127K -3,085 -28%
WI
61
WrapManager Inc
California
$325K -$1.83M -44,613 -85%
SVWAG
62
Sound View Wealth Advisors Group
Georgia
$320K -$616 -15 -0.2%
NC
63
Napatree Capital
Rhode Island
$317K -$3.95K -103 -1%
AA
64
Alesco Advisors
New York
$310K +$76.8K +1,870 +33%
MML Investors Services
65
MML Investors Services
Massachusetts
$306K +$28.7K +699 +10%
EFM
66
Eley Financial Management
Vermont
$301K +$301K +7,330 New
MFG
67
Magnus Financial Group
New York
$297K +$297K +7,238 New
TFO
68
Tarbox Family Office
California
$270K +$11.6K +283 +5%
MWM
69
Mascoma Wealth Management
New Hampshire
$259K -$169K -4,114 -39%
PFA
70
Pathway Financial Advisors
Vermont
$248K +$248K +6,038 New
DC
71
Davenport & Co
Virginia
$244K
MCM
72
MAI Capital Management
Ohio
$241K -$10.4K -253 -4%
CPIG
73
Chicago Partners Investment Group
Illinois
$231K +$17K +435 +8%
FC
74
Financial Council
Maryland
$230K +$123 +3 +0.1%
NP
75
NorthRock Partners
Minnesota
$215K +$215K +5,226 New