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

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
–

Top Buyers

1
WIA
World Investment Advisors
California
$5.88M
2
EB
Eastern Bank
Massachusetts
$16.1M
3
Citadel Advisors
Citadel Advisors
Florida
$1.61M
4
FF
Francis Financial
$3.57M
5
HWA
Hilltop Wealth Advisors
North Carolina
$2.04M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$3.87M
2
SRWM
Shira Ridge Wealth Management
California
$5.01M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$376K
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$0
5
SVWAG
Sound View Wealth Advisors Group
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
126
Thrivent Financial for Lutherans
Minnesota
– -$326K -8,238 Closed
SVWAG
127
Sound View Wealth Advisors Group
Georgia
– -$284K -7,185 Closed
Jane Street
128
Jane Street
New York
– -$234K -5,902 Closed
FLPIM
129
F.L. Putnam Investment Management
Massachusetts
– -$49.5K -1,250 Closed
SAM
130
Smartleaf Asset Management
Massachusetts
– -$39 -1 Closed
2 3 4 5
6