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iShares ESG Screened S&P Mid-Cap ETF

52 hedge funds and large institutions have $49.6M invested in iShares ESG Screened S&P Mid-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 7 reducing their positions, and 5 closing their positions.

Holders
52
Holders Change
+5
Holders Change %
+10.64%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
21
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RW
1
RVW Wealth
California
$16.4M 553,002 +82,620 +18%
FC
2
Fulcrum Capital
Washington
$5.82M 195,817 +195,817 New
B
3
Bailard
California
$4.2M 141,107 +141,107 New
RJA
4
Raymond James & Associates
Florida
$3.99M 134,089 +72,030 +116%
Franklin Resources
5
Franklin Resources
California
$1.98M 66,490
MWM
6
Mascoma Wealth Management
New Hampshire
$1.39M 46,606 +789 +2%
Jane Street
7
Jane Street
New York
$1.32M 44,227 +4,556 +11%
JFA
8
JNBA Financial Advisors
Minnesota
$1.11M 37,332 +3,086 +9%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.01M 33,872 +2,124 +7%
HighTower Advisors
10
HighTower Advisors
Illinois
$945K 31,848 +206 +0.7%
Goldman Sachs
11
Goldman Sachs
New York
$935K 31,451 +633 +2%
RCG
12
Regatta Capital Group
California
$919K 30,039
BFO
13
Biltmore Family Office
North Carolina
$862K 28,981
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$779K 26,199 +1,777 +7%
Citadel Advisors
15
Citadel Advisors
Florida
$765K 25,728 -5,529 -18%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$751K 25,244 +25,244 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$739K 24,867 +2,647 +12%
MCWS
18
McKinley Carter Wealth Services
West Virginia
$537K 18,072 +64 +0.4%
CA
19
Cetera Advisors
Colorado
$533K 17,936 -346 -2%
OCM
20
One Capital Management
California
$461K 15,533 +790 +5%
APW
21
Atlantic Private Wealth
North Carolina
$459K 15,431
FCM
22
Fortis Capital Management
Washington
$427K 14,360 +2,610 +22%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$355K 11,924 +4,259 +56%
Bank of America
24
Bank of America
North Carolina
$340K 11,461 +3,198 +39%
GAM
25
Gould Asset Management
California
$334K 11,235 +11,235 New