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iShares ESG Screened S&P Mid-Cap ETF

41 hedge funds and large institutions have $36.9M invested in iShares ESG Screened S&P Mid-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
+11
Holders Change %
+36.67%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
19
Reduced
2
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RW
1
RVW Wealth
California
$17.8M +$1.66M +45,315 +10%
Franklin Resources
2
Franklin Resources
California
$2.43M +$89.7K +2,451 +4%
Citigroup
3
Citigroup
New York
$1.83M +$1.83M +50,000 New
MWM
4
Mascoma Wealth Management
New Hampshire
$1.72M +$277K +7,571 +19%
Jane Street
5
Jane Street
New York
$1.5M +$151K +4,127 +11%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.2M +$209K +5,558 +21%
HighTower Advisors
7
HighTower Advisors
Illinois
$1.14M -$157K -4,284 -12%
Goldman Sachs
8
Goldman Sachs
New York
$1.13M
JFA
9
JNBA Financial Advisors
Minnesota
$1.12M +$19.3K +528 +2%
RCG
10
Regatta Capital Group
California
$843K +$468K +12,781 +125%
MCWS
11
McKinley Carter Wealth Services
West Virginia
$605K +$105K +2,876 +21%
OCM
12
One Capital Management
California
$603K +$603K +16,490 New
CA
13
Cetera Advisors
Colorado
$522K +$168K +4,590 +47%
EGWAG
14
Elwood & Goetz Wealth Advisory Group
Georgia
$510K +$510K +13,948 New
BFO
15
Biltmore Family Office
North Carolina
$455K +$74.9K +2,049 +20%
GG
16
GenWealth Group
New Jersey
$417K +$417K +11,402 New
DL
17
DOHJ LLC
Washington
$402K +$402K +10,997 New
APW
18
Atlantic Private Wealth
North Carolina
$331K
SVWAG
19
Sound View Wealth Advisors Group
Georgia
$318K +$50.7K +1,385 +19%
FCM
20
Fortis Capital Management
Washington
$293K +$293K +8,018 New
HWMA
21
Heritage Wealth Management (Arizona)
Arizona
$250K +$250K +6,848 New
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$234K +$12.6K +345 +6%
BF
23
Blankinship & Foster
California
$230K +$585 +16 +0.3%
Bank of America
24
Bank of America
North Carolina
$215K +$124K +3,393 +136%
WWP
25
WR Wealth Planners
Missouri
$133K +$133K +3,644 New