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iShares ESG Screened S&P Mid-Cap ETF
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Overview Fund Activity

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
–

Top Buyers

1
WI
WrapManager Inc
California
$1.98M
2
RJA
Raymond James & Associates
Florida
$11.7M
3
Franklin Resources
Franklin Resources
California
$3.03M
4
BWM
Baystate Wealth Management
Massachusetts
$1.09M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$2.08M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
RW
RVW Wealth
California
$2.45M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$429K
4
Osaic Holdings
Osaic Holdings
Arizona
$1.57M
5
OL
Optas LLC
Texas
$338K
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
101
Farther Finance Advisors
California
– -$1.02K -30 Closed
1 2 3 4
5