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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 %
UFAC
101
Urban Financial Advisory Corp
Illinois
$100K +$460 +11 +0.5%
LFG
102
Larson Financial Group
Missouri
$95K +$2.97K +71 +3%
AIA
103
Armor Investment Advisors
North Carolina
$93.1K +$4.18K +100 +5%
ADL
104
Asset Dedication LLC
California
$84.3K +$43.2K +1,032 +105%
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$74K +$74K +1,762 New
Morgan Stanley
106
Morgan Stanley
New York
$63.4K +$209 +5 +0.3%
ACA
107
Aptus Capital Advisors
Alabama
$59.3K +$4.31K +103 +8%
NRG
108
Nemes Rush Group
Michigan
$54.3K +$54.3K +1,298 New
US Bancorp
109
US Bancorp
Minnesota
$49.6K
ME
110
McIlrath & Eck
Washington
$45.3K
HDIM
111
Hanson & Doremus Investment Management
Vermont
$45K
AAG
112
Armstrong Advisory Group
Massachusetts
$42.1K -$22.1K -529 -34%
Deutsche Bank
113
Deutsche Bank
Germany
$41.8K +$25.1K +600 +150%
CSC
114
Caldwell Sutter Capital
California
$41.5K
Fidelity Investments
115
Fidelity Investments
Massachusetts
$36.1K +$25.4K +606 +237%
ST
116
Smithfield Trust
Pennsylvania
$36K -$10.7K -255 -23%
BCWM
117
Bartlett & Co Wealth Management
Ohio
$35.6K
WFA
118
Wells Financial Advisors
Massachusetts
$33.5K
WTC
119
WhitTier Trust Company
Nevada
$29.7K
AA
120
Addison Advisors
Vermont
$29.3K
GIA
121
GHP Investment Advisors
Colorado
$28.2K +$126 +3 +0.4%
FVIM
122
Fort Vancouver Investment Management
Washington
$26K
OC
123
Oarsman Capital
Wisconsin
$21.6K +$1.88K +45 +10%
AssetMark Inc
124
AssetMark Inc
California
$15.7K -$126 -3 -0.8%
KFI
125
Key Financial Inc
Pennsylvania
$13.8K +$13.8K +330 New