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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 %
WWP
101
WR Wealth Planners
Missouri
$15.9K -$23.2K -586 -59%
AssetMark Inc
102
AssetMark Inc
California
$14.6K +$14.6K +368 New
ADL
103
Asset Dedication LLC
California
$14.6K +$14.6K +368 New
IA
104
IFP Advisors
Florida
$6.29K +$3.68K +93 +141%
AF
105
Allworth Financial
California
$4.93K +$4.93K +121 New
POIA
106
Pin Oak Investment Advisors
Texas
$4K – – –
AWM
107
Avior Wealth Management
Nebraska
$3.76K +$3.76K +95 New
SWM
108
Spire Wealth Management
Virginia
$3.32K – – –
Fidelity Investments
109
Fidelity Investments
Massachusetts
$3.09K – – –
AW
110
Avion Wealth
Texas
$3K +$3K +86 New
PS
111
Principal Securities
Iowa
$2.1K – – –
CIAS
112
CBIZ Investment Advisory Services
Ohio
$871 – – –
SAM
113
Smartleaf Asset Management
Massachusetts
$39 -$12.5K -320 -100%
Citadel Advisors
114
Citadel Advisors
Florida
– -$1.64M -39,870 Closed
Susquehanna International Group
115
Susquehanna International Group
Pennsylvania
– -$1.17M -28,547 Closed
FCM
116
Fortis Capital Management
Washington
– -$867K -21,096 Closed
PBF
117
Petix & Botte Financial
California
– -$513K -12,489 Closed
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
– -$44K -1,066 Closed
TCOV
119
Trust Company of Vermont
Vermont
– -$39K -949 Closed
FIM
120
Fernwood Investment Management
Massachusetts
– -$24.9K -605 Closed
WIC
121
Woodmont Investment Counsel
Tennessee
– -$19.1K -464 Closed
Morgan Stanley
122
Morgan Stanley
New York
– -$53 -1 Closed