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iShares ESG Screened S&P Mid-Cap ETF

47 hedge funds and large institutions have $35M invested in iShares ESG Screened S&P Mid-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 7 closing their positions.

Holders
47
Holders Change
+6
Holders Change %
+14.63%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
16
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RW
1
RVW Wealth
California
$14.4M 470,382 -16,459 -3%
Franklin Resources
2
Franklin Resources
California
$2.03M 66,490
RJA
3
Raymond James & Associates
Florida
$1.9M 62,059 +62,059 New
MWM
4
Mascoma Wealth Management
New Hampshire
$1.4M 45,817 -1,250 -3%
Jane Street
5
Jane Street
New York
$1.21M 39,671 -1,223 -3%
JFA
6
JNBA Financial Advisors
Minnesota
$1.05M 34,246 +3,511 +11%
Osaic Holdings
7
Osaic Holdings
Arizona
$972K 31,748 -187 -0.6%
HighTower Advisors
8
HighTower Advisors
Illinois
$966K 31,642 +432 +1%
Citadel Advisors
9
Citadel Advisors
Florida
$956K 31,257 +31,257 New
Goldman Sachs
10
Goldman Sachs
New York
$943K 30,818
RCG
11
Regatta Capital Group
California
$919K 30,039 +6,998 +30%
BFO
12
Biltmore Family Office
North Carolina
$886K 28,981 +16,532 +133%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$747K 24,422 +24,422 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$680K 22,220 +22,220 New
CA
15
Cetera Advisors
Colorado
$559K 18,282 +3,996 +28%
MCWS
16
McKinley Carter Wealth Services
West Virginia
$551K 18,008 +1,458 +9%
SCA
17
Scott Capital Advisors
Oregon
$491K 16,067 +16,067 New
APW
18
Atlantic Private Wealth
North Carolina
$472K 15,431 +6,376 +70%
OCM
19
One Capital Management
California
$450K 14,743 -1,747 -11%
DL
20
DOHJ LLC
Washington
$389K 12,729 +1,732 +16%
FCM
21
Fortis Capital Management
Washington
$359K 11,750 +3,732 +47%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$318K 10,407 +10,407 New
SVWAG
23
Sound View Wealth Advisors Group
Georgia
$266K 8,684
Bank of America
24
Bank of America
North Carolina
$253K 8,263 +2,379 +40%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$234K 7,653 +7,653 New