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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 %
CPIG
76
Chicago Partners Investment Group
Illinois
$328K +$47.8K +1,137 +17%
ACM
77
Armbruster Capital Management
New York
$321K
AA
78
Alesco Advisors
New York
$320K -$2.76K -66 -0.9%
WI
79
WrapManager Inc
California
$303K -$35.8K -855 -11%
II
80
Impact Investors
California
$273K +$273K +6,525 New
CA
81
Capital Advantage
California
$262K +$262K +6,273 New
IWC
82
Integrated Wealth Concepts
Massachusetts
$261K +$60.7K +1,451 +30%
FNC
83
First National Corp
Massachusetts
$251K -$4.6K -110 -2%
MCM
84
MAI Capital Management
Ohio
$248K +$377 +9 +0.2%
SCM
85
Stordahl Capital Management
Colorado
$248K +$248K +5,916 New
RCG
86
Regatta Capital Group
California
$233K
NCM
87
Novare Capital Management
North Carolina
$233K
FC
88
Financial Council
Maryland
$229K -$5.86K -140 -2%
SWA
89
Sax Wealth Advisors
New Jersey
$218K
PI
90
PFG Investments
New York
$217K +$6.32K +151 +3%
JF
91
JSF Financial
California
$213K -$628 -15 -0.3%
RL
92
Rogco LP
Oklahoma
$164K +$164K +3,913 New
GRP
93
Global Retirement Partners
California
$131K +$5.19K +124 +4%
SC
94
Stephens Consulting
Michigan
$117K +$22.4K +536 +24%
AIA
95
Arcadia Investment Advisors
Idaho
$116K
AAP
96
Arax Advisory Partners
Colorado
$110K +$90.8K +2,171 +463%
PWM
97
Parkworth Wealth Management
California
$108K +$108K +2,579 New
MJRIC
98
Mogy Joel R Investment Counsel
California
$107K
WTFG
99
Wood Tarver Financial Group
Idaho
$101K +$101K +2,420 New
MWM
100
Mascoma Wealth Management
New Hampshire
$101K -$17.9K -428 -15%