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iShares ESG Screened S&P Mid-Cap ETF

30 hedge funds and large institutions have $33M invested in iShares ESG Screened S&P Mid-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
+9
Holders Change %
+42.86%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
12
Reduced
3
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RW
1
RVW Wealth
California
$17.2M +$16.6M +427,953 +3,153%
Franklin Resources
2
Franklin Resources
California
$2.49M +$161K +4,135 +7%
LWP
3
Laurel Wealth Planning
Minnesota
$1.82M +$1.61M +41,444 +764%
MWM
4
Mascoma Wealth Management
New Hampshire
$1.54M +$317K +8,169 +26%
Jane Street
5
Jane Street
New York
$1.43M +$314K +8,067 +28%
HighTower Advisors
6
HighTower Advisors
Illinois
$1.38M +$1.38M +35,494 New
Goldman Sachs
7
Goldman Sachs
New York
$1.2M
JFA
8
JNBA Financial Advisors
Minnesota
$1.17M +$215K +5,522 +22%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.03M +$852K +21,928 +493%
MCWS
10
McKinley Carter Wealth Services
West Virginia
$531K +$531K +13,674 New
Citadel Advisors
11
Citadel Advisors
Florida
$441K -$308K -7,922 -41%
BFO
12
Biltmore Family Office
North Carolina
$404K
RCG
13
Regatta Capital Group
California
$399K +$399K +10,260 New
CA
14
Cetera Advisors
Colorado
$377K +$73.6K +1,893 +24%
APW
15
Atlantic Private Wealth
North Carolina
$352K +$352K +9,055 New
SVWAG
16
Sound View Wealth Advisors Group
Georgia
$284K +$41.3K +1,062 +17%
BF
17
Blankinship & Foster
California
$244K +$1.67K +43 +0.7%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$235K -$5.48K -141 -2%
PA
19
Parallel Advisors
California
$110K +$110K +2,836 New
Bank of America
20
Bank of America
North Carolina
$97K +$97K +2,491 New
KTC
21
Kistler-Tiffany Companies
Pennsylvania
$70K
US Bancorp
22
US Bancorp
Minnesota
$45K +$45K +1,152 New
ME
23
McIlrath & Eck
Washington
$42K -$8.3K -214 -16%
AIA
24
Armor Investment Advisors
North Carolina
$39K +$39K +1,006 New
EIP
25
Ellis Investment Partners
Pennsylvania
$31K +$31K +800 New