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iShares ESG Screened S&P Mid-Cap ETF

138 hedge funds and large institutions have $176M invested in iShares ESG Screened S&P Mid-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 57 increasing their positions, 35 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+13
Holders Change %
+10.4%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
20
Increased
57
Reduced
35
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HI
51
Harbour Investments
Wisconsin
$647K +$20.8K +498 +3%
APW
52
Atlantic Private Wealth
North Carolina
$646K -$30.3K -725 -4%
SWP
53
Stratos Wealth Partners
Ohio
$642K +$149K +3,567 +30%
PGA
54
Portland Global Advisors
Maine
$627K -$2.51K -60 -0.4%
TDWM
55
Topel & Distasi Wealth Management
California
$620K -$2.8K -67 -0.4%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$598K +$8.7K +208 +1%
Creative Planning
57
Creative Planning
Kansas
$573K +$72.8K +1,739 +15%
Focus Partners Wealth
58
Focus Partners Wealth
Massachusetts
$561K +$188K +4,501 +51%
OL
59
Optas LLC
Texas
$556K +$26.4K +632 +5%
Mercer Global Advisors
60
Mercer Global Advisors
Colorado
$508K +$289K +6,915 +132%
MFG
61
Magnus Financial Group
New York
$495K +$43.3K +1,035 +10%
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$481K -$62.8K -1,500 -12%
CAL
63
Capital Analysts LLC
Pennsylvania
$477K -$84 -2 -0%
CWM
64
Congress Wealth Management
Massachusetts
$455K -$117K -2,802 -20%
DC
65
Davenport & Co
Virginia
$433K +$77.1K +1,843 +22%
PFA
66
Pathway Financial Advisors
Vermont
$423K +$59.9K +1,432 +17%
BBA
67
BLB&B Advisors
Pennsylvania
$404K
MML Investors Services
68
MML Investors Services
Massachusetts
$399K -$5.47K -131 -1%
Truist Financial
69
Truist Financial
North Carolina
$389K +$5.9K +141 +2%
RSWM
70
Robertson Stephens Wealth Management
California
$379K +$379K +9,057 New
NC
71
Napatree Capital
Rhode Island
$370K -$1.92K -46 -0.5%
MSWA
72
Marshall & Sterling Wealth Advisors
New York
$357K +$357K +8,537 New
AF
73
Amara Financial
California
$354K -$3.64K -87 -1%
CFIA
74
Cantor Fitzgerald Investment Advisors
New York
$332K -$1.55K -37 -0.5%
TFO
75
Tarbox Family Office
California
$329K -$4.52K -108 -1%