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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 %
AAG
76
Armstrong Advisory Group
Massachusetts
$49.2K -$5.43K -144 -10%
GRP
77
Global Retirement Partners
California
$43.8K +$4.01K +109 +10%
ST
78
Smithfield Trust
Pennsylvania
$42K
ME
79
McIlrath & Eck
Washington
$40.9K
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$40K
WFA
81
Wells Financial Advisors
Massachusetts
$36.4K
BCWM
82
Bartlett & Co Wealth Management
Ohio
$32.5K
BC
83
Bartlett & Co
Ohio
$32K
SPIA
84
Steward Partners Investment Advisory
New York
$29.5K +$29.5K +782 New
WTC
85
WhitTier Trust Company
Nevada
$26.8K
GIA
86
GHP Investment Advisors
Colorado
$25.1K +$113 +3 +0.5%
LFG
87
Larson Financial Group
Missouri
$14.6K +$38 +1 +0.3%
CSC
88
Caldwell Sutter Capital
California
$10.9K +$10.9K +288 New
BFEC
89
Benjamin F. Edwards & Company
Missouri
$10K
POIA
90
Pin Oak Investment Advisors
Texas
$4K
SWM
91
Spire Wealth Management
Virginia
$2.23K
PS
92
Principal Securities
Iowa
$1.92K +$1.92K +51 New
Fidelity Investments
93
Fidelity Investments
Massachusetts
$38 +$38 +1 New
Jane Street
94
Jane Street
New York
-$1.55M -45,639 Closed
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
-$259K -7,639 Closed
MA
96
MONECO Advisors
Connecticut
-$244K -7,206 Closed
AF
97
Advisornet Financial
Minnesota
-$85.3K -2,517 Closed
UBS Group
98
UBS Group
Switzerland
-$59.3K -1,752 Closed
WWP
99
WR Wealth Planners
Missouri
-$38.7K -1,143 Closed
Morgan Stanley
100
Morgan Stanley
New York
-$1.5K -44 Closed