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iShares ESG Screened S&P Mid-Cap ETF

21 hedge funds and large institutions have $9.05M invested in iShares ESG Screened S&P Mid-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 0 closing their positions.

Holders
21
Holders Change
+6
Holders Change %
+40%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
7
Reduced
1
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Franklin Resources
1
Franklin Resources
California
$2.17M +$657K +18,184 +44%
MWM
2
Mascoma Wealth Management
New Hampshire
$1.13M +$52.6K +1,456 +5%
Goldman Sachs
3
Goldman Sachs
New York
$1.11M
Jane Street
4
Jane Street
New York
$1.04M -$261K -7,233 -20%
JFA
5
JNBA Financial Advisors
Minnesota
$892K +$341K +9,433 +62%
Citadel Advisors
6
Citadel Advisors
Florida
$697K +$697K +19,279 New
BFO
7
Biltmore Family Office
North Carolina
$376K +$376K +10,400 New
CA
8
Cetera Advisors
Colorado
$282K
SVWAG
9
Sound View Wealth Advisors Group
Georgia
$225K +$20K +554 +10%
BF
10
Blankinship & Foster
California
$225K +$225K +6,229 New
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$224K
LWP
12
Laurel Wealth Planning
Minnesota
$196K +$196K +5,425 New
Osaic Holdings
13
Osaic Holdings
Arizona
$161K +$31.5K +871 +24%
HWMA
14
Heritage Wealth Management (Arizona)
Arizona
$155K +$23.8K +658 +18%
KTC
15
Kistler-Tiffany Companies
Pennsylvania
$65K +$29K +803 +81%
ME
16
McIlrath & Eck
Washington
$47K +$47K +1,297 New
APA
17
American Portfolios Advisors
New York
$25.3K
TFS
18
TrustCore Financial Services
Tennessee
$24K
POIA
19
Pin Oak Investment Advisors
Texas
$2K
Morgan Stanley
20
Morgan Stanley
New York
$2K
CIAS
21
CBIZ Investment Advisory Services
Ohio
$1K -$1K