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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 %
MWM
76
Mascoma Wealth Management
New Hampshire
$116K -$134K -3,383 -54%
AIA
77
Arcadia Investment Advisors
Idaho
$110K
MJRIC
78
Mogy Joel R Investment Counsel
California
$105K
VAMG
79
Voisard Asset Management Group
Michigan
$102K +$2.1K +53 +2%
SC
80
Stephens Consulting
Michigan
$96.4K -$14.8K -374 -13%
HI
81
Harbour Investments
Wisconsin
$87.1K
AIA
82
Armor Investment Advisors
North Carolina
$82.9K -$64.9K -1,640 -44%
LFG
83
Larson Financial Group
Missouri
$65.9K +$47.7K +1,205 +261%
AAG
84
Armstrong Advisory Group
Massachusetts
$60K +$8.39K +212 +16%
BFEC
85
Benjamin F. Edwards & Company
Missouri
$51K +$40.7K +1,021 +396%
FLPIM
86
F.L. Putnam Investment Management
Massachusetts
$49.5K +$49.5K +1,250 New
GRP
87
Global Retirement Partners
California
$47.4K +$79 +2 +0.2%
US Bancorp
88
US Bancorp
Minnesota
$46.9K
ST
89
Smithfield Trust
Pennsylvania
$45K
ME
90
McIlrath & Eck
Washington
$42.9K
HDIM
91
Hanson & Doremus Investment Management
Vermont
$42K +$42K +1,058 New
JPMorgan Chase & Co
92
JPMorgan Chase & Co
New York
$41.8K +$41.8K +1,057 New
CSC
93
Caldwell Sutter Capital
California
$39.2K +$10.7K +271 +38%
WFA
94
Wells Financial Advisors
Massachusetts
$34.9K
BCWM
95
Bartlett & Co Wealth Management
Ohio
$33.6K
WOSD
96
WFA of San Diego
California
$31.3K +$31.3K +791 New
WTC
97
WhitTier Trust Company
Nevada
$28.1K
GIA
98
GHP Investment Advisors
Colorado
$26.5K +$79 +2 +0.3%
FVIM
99
Fort Vancouver Investment Management
Washington
$24.6K +$24.6K +621 New
Deutsche Bank
100
Deutsche Bank
Germany
$23.7K -$49.5K -1,250 -68%