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iShares ESG Screened S&P Mid-Cap ETF

113 hedge funds and large institutions have $139M invested in iShares ESG Screened S&P Mid-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
+6
Holders Change %
+5.61%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
56
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
51
Stratos Wealth Partners
Ohio
$469K +$1.07K +27 +0.2%
HWA
52
Hilltop Wealth Advisors
North Carolina
$450K -$3.56K -90 -0.8%
CAL
53
Capital Analysts LLC
Pennsylvania
$449K +$39.4K +996 +10%
CFG
54
Carr Financial Group
Massachusetts
$397K +$950 +24 +0.2%
MML Investors Services
55
MML Investors Services
Massachusetts
$382K +$87.4K +2,209 +30%
ACM
56
Armbruster Capital Management
New York
$380K +$6.93K +175 +2%
MFG
57
Magnus Financial Group
New York
$371K +$85K +2,147 +30%
NP
58
NorthRock Partners
Minnesota
$351K +$144K +3,632 +69%
CFIA
59
Cantor Fitzgerald Investment Advisors
New York
$328K +$328K +8,294 New
NC
60
Napatree Capital
Rhode Island
$327K
Truist Financial
61
Truist Financial
North Carolina
$327K +$8.9K +225 +3%
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$326K +$326K +8,238 New
WI
63
WrapManager Inc
California
$311K -$2.3K -58 -0.7%
AA
64
Alesco Advisors
New York
$305K +$6.73K +170 +2%
RCG
65
Regatta Capital Group
California
$290K -$24.5K -618 -8%
TFO
66
Tarbox Family Office
California
$288K +$28.5K +719 +11%
PFA
67
Pathway Financial Advisors
Vermont
$286K +$46.9K +1,185 +20%
SVWAG
68
Sound View Wealth Advisors Group
Georgia
$284K -$24.3K -613 -8%
CPIG
69
Chicago Partners Investment Group
Illinois
$253K +$5.38K +129 +2%
DC
70
Davenport & Co
Virginia
$242K +$6.96K +176 +3%
Jane Street
71
Jane Street
New York
$234K -$818K -20,663 -78%
MCM
72
MAI Capital Management
Ohio
$232K +$119 +3 +0.1%
FC
73
Financial Council
Maryland
$222K +$119 +3 +0.1%
NCM
74
Novare Capital Management
North Carolina
$220K +$220K +5,560 New
Mercer Global Advisors
75
Mercer Global Advisors
Colorado
$207K -$106K -2,672 -34%