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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 %
CSC
101
Caldwell Sutter Capital
California
$41.9K
ADL
102
Asset Dedication LLC
California
$41.5K +$26K +614 +167%
VAMG
103
Voisard Asset Management Group
Michigan
$40.6K -$68.3K -1,615 -63%
BCWM
104
Bartlett & Co Wealth Management
Ohio
$35.9K
WFA
105
Wells Financial Advisors
Massachusetts
$33.8K -$3.51K -83 -9%
WOSD
106
WFA of San Diego
California
$33.5K
WTC
107
WhitTier Trust Company
Nevada
$30K
AA
108
Addison Advisors
Vermont
$29.6K +$29.6K +700 New
GIA
109
GHP Investment Advisors
Colorado
$28.4K +$85 +2 +0.3%
FVIM
110
Fort Vancouver Investment Management
Washington
$26.3K
OC
111
Oarsman Capital
Wisconsin
$20K +$20K +472 New
AAP
112
Arax Advisory Partners
Colorado
$19.8K +$19.8K +469 New
Deutsche Bank
113
Deutsche Bank
Germany
$16.9K -$8.46K -200 -33%
WWP
114
WR Wealth Planners
Missouri
$16.8K -$211 -5 -1%
AssetMark Inc
115
AssetMark Inc
California
$16K +$465 +11 +3%
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$12.9K +$12.9K +306 New
Fidelity Investments
117
Fidelity Investments
Massachusetts
$10.8K +$7.54K +178 +228%
IA
118
IFP Advisors
Florida
$6.6K -$127 -3 -2%
AF
119
Allworth Financial
California
$5.14K
AWM
120
Avior Wealth Management
Nebraska
$4.02K
SWM
121
Spire Wealth Management
Virginia
$3.55K
POIA
122
Pin Oak Investment Advisors
Texas
$3K
PS
123
Principal Securities
Iowa
$2.24K
AW
124
Avion Wealth
Texas
$1K -$1.39K -50 -58%
CIAS
125
CBIZ Investment Advisory Services
Ohio
$972 +$42 +1 +5%