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iShares ESG Screened S&P Mid-Cap ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
FC
76
Financial Council
Maryland
$237K +$254 +6 +0.1%
RCG
77
Regatta Capital Group
California
$236K -$73.8K -1,745 -24%
NCM
78
Novare Capital Management
North Carolina
$235K
SWA
79
Sax Wealth Advisors
New Jersey
$221K +$221K +5,220 New
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
$219K +$42 +1 +0%
JF
81
JSF Financial
California
$216K +$216K +5,104 New
PI
82
PFG Investments
New York
$213K +$213K +5,025 New
IWC
83
Integrated Wealth Concepts
Massachusetts
$203K +$203K +4,790 New
GRP
84
Global Retirement Partners
California
$127K +$76.2K +1,803 +151%
JPMorgan Chase & Co
85
JPMorgan Chase & Co
New York
$121K +$76K +1,798 +170%
MWM
86
Mascoma Wealth Management
New Hampshire
$120K -$3.47K -82 -3%
AIA
87
Arcadia Investment Advisors
Idaho
$118K
MJRIC
88
Mogy Joel R Investment Counsel
California
$108K -$4.23K -100 -4%
UFAC
89
Urban Financial Advisory Corp
Illinois
$101K +$101K +2,381 New
SC
90
Stephens Consulting
Michigan
$95.9K -$7.15K -169 -7%
LFG
91
Larson Financial Group
Missouri
$93K +$22.5K +533 +32%
AIA
92
Armor Investment Advisors
North Carolina
$89.9K +$1.27K +30 +1%
AAG
93
Armstrong Advisory Group
Massachusetts
$64.9K +$803 +19 +1%
Morgan Stanley
94
Morgan Stanley
New York
$63.9K +$63.9K +1,510 New
GSEP
95
Golden State Equity Partners
California
$57.2K +$57.2K +1,352 New
ACA
96
Aptus Capital Advisors
Alabama
$55.6K +$55.6K +1,314 New
US Bancorp
97
US Bancorp
Minnesota
$50.2K
ST
98
Smithfield Trust
Pennsylvania
$47K
HDIM
99
Hanson & Doremus Investment Management
Vermont
$46K +$1.1K +26 +2%
ME
100
McIlrath & Eck
Washington
$45.8K