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iShares ESG Screened S&P Mid-Cap ETF
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Overview Fund Activity

125 hedge funds and large institutions have $166M invested in iShares ESG Screened S&P Mid-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 60 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
+12
Holders Change %
+10.62%
% of All Funds
1.81%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
60
Reduced
26
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WIA
World Investment Advisors
California
$5.88M
2
EB
Eastern Bank
Massachusetts
$16.1M
3
Citadel Advisors
Citadel Advisors
Florida
$1.61M
4
FF
Francis Financial
$3.57M
5
HWA
Hilltop Wealth Advisors
North Carolina
$2.04M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$3.87M
2
SRWM
Shira Ridge Wealth Management
California
$5.01M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$376K
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$0
5
SVWAG
Sound View Wealth Advisors Group
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
51
Baird Financial Group
Wisconsin
$596K +$1.69K +40 +0.3%
CWM
52
Congress Wealth Management
Massachusetts
$579K -$77.7K -1,838 -12%
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$549K -$15.4K -365 -3%
OL
54
Optas LLC
Texas
$535K +$14.7K +347 +3%
Creative Planning
55
Creative Planning
Kansas
$506K -$88.4K -2,091 -15%
SWP
56
Stratos Wealth Partners
Ohio
$498K -$2.88K -68 -0.6%
CAL
57
Capital Analysts LLC
Pennsylvania
$482K +$2.11K +50 +0.4%
MFG
58
Magnus Financial Group
New York
$457K +$60K +1,418 +15%
CFG
59
Carr Financial Group
Massachusetts
$425K +$1.44K +34 +0.3%
MML Investors Services
60
MML Investors Services
Massachusetts
$409K +$887 +21 +0.2%
BBA
61
BLB&B Advisors
Pennsylvania
$408K +$408K +9,659 New
Truist Financial
62
Truist Financial
North Carolina
$387K +$38K +899 +11%
Focus Partners Wealth
63
Focus Partners Wealth
Massachusetts
$376K -$342K -8,076 -48%
NC
64
Napatree Capital
Rhode Island
$375K +$25.7K +608 +7%
PFA
65
Pathway Financial Advisors
Vermont
$367K +$61.2K +1,448 +20%
AF
66
Amara Financial
California
$362K +$362K +8,550 New
DC
67
Davenport & Co
Virginia
$359K +$101K +2,390 +39%
WI
68
WrapManager Inc
California
$343K +$10.9K +258 +3%
CFIA
69
Cantor Fitzgerald Investment Advisors
New York
$337K -$13.4K -316 -4%
TFO
70
Tarbox Family Office
California
$337K +$29.2K +691 +9%
AA
71
Alesco Advisors
New York
$326K – – –
ACM
72
Armbruster Capital Management
New York
$325K -$81.4K -1,925 -20%
CPIG
73
Chicago Partners Investment Group
Illinois
$281K +$25.7K +611 +10%
FNC
74
First National Corp
Massachusetts
$259K +$259K +6,118 New
MCM
75
MAI Capital Management
Ohio
$250K +$1.69K +40 +0.7%
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