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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 %
AIA
76
Armor Investment Advisors
North Carolina
$153K +$1.56K +38 +1%
SC
77
Stephens Consulting
Michigan
$115K +$115K +2,810 New
AIA
78
Arcadia Investment Advisors
Idaho
$114K
MJRIC
79
Mogy Joel R Investment Counsel
California
$109K +$109K +2,650 New
VAMG
80
Voisard Asset Management Group
Michigan
$104K +$3.04K +74 +3%
HI
81
Harbour Investments
Wisconsin
$90.4K
Deutsche Bank
82
Deutsche Bank
Germany
$76K +$5.14K +125 +7%
AAG
83
Armstrong Advisory Group
Massachusetts
$49.2K
GRP
84
Global Retirement Partners
California
$49.1K +$123 +3 +0.3%
US Bancorp
85
US Bancorp
Minnesota
$48.7K -$26.3K -640 -35%
ST
86
Smithfield Trust
Pennsylvania
$47K
ME
87
McIlrath & Eck
Washington
$44.5K
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$44K
WWP
89
WR Wealth Planners
Missouri
$40.6K +$40.6K +989 New
TCOV
90
Trust Company of Vermont
Vermont
$39K +$39K +949 New
WFA
91
Wells Financial Advisors
Massachusetts
$36.3K -$3.37K -82 -8%
BCWM
92
Bartlett & Co Wealth Management
Ohio
$34.9K
CSC
93
Caldwell Sutter Capital
California
$29.6K +$17.7K +432 +150%
WTC
94
WhitTier Trust Company
Nevada
$29.2K
GIA
95
GHP Investment Advisors
Colorado
$27.4K +$41 +1 +0.2%
FIM
96
Fernwood Investment Management
Massachusetts
$24.9K +$24.9K +605 New
WIC
97
Woodmont Investment Counsel
Tennessee
$19.1K +$19.1K +464 New
LFG
98
Larson Financial Group
Missouri
$18.9K +$3.08K +75 +19%
SAM
99
Smartleaf Asset Management
Massachusetts
$13.2K -$45.7K -1,115 -78%
BFEC
100
Benjamin F. Edwards & Company
Missouri
$11K