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iShares ESG Screened S&P Mid-Cap ETF

73 hedge funds and large institutions have $62.1M invested in iShares ESG Screened S&P Mid-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 3 closing their positions.

Holders
73
Holders Change
+21
Holders Change %
+40.38%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
21
Reduced
17
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RW
1
RVW Wealth
California
$16.4M -$1.78M -54,182 -10%
RJA
2
Raymond James & Associates
Florida
$5.96M +$1.56M +47,506 +35%
B
3
Bailard
California
$5.75M +$1.12M +34,175 +24%
SRWM
4
Shira Ridge Wealth Management
California
$4.28M +$4.28M +130,327 New
Franklin Resources
5
Franklin Resources
California
$2.18M
CG
6
Colony Group
Massachusetts
$2.01M +$2.01M +61,343 New
MWM
7
Mascoma Wealth Management
New Hampshire
$1.49M -$36.2K -1,104 -2%
JFA
8
JNBA Financial Advisors
Minnesota
$1.31M +$81.9K +2,498 +7%
IA
9
IFP Advisors
Florida
$1.21M +$1.19M +48,052 +7,567%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.18M +$67K +2,044 +6%
FC
11
Fulcrum Capital
Washington
$1.13M -$5.3M -161,463 -82%
Jane Street
12
Jane Street
New York
$1.1M -$351K -10,708 -24%
HighTower Advisors
13
HighTower Advisors
Illinois
$1.05M +$7.15K +218 +0.7%
Goldman Sachs
14
Goldman Sachs
New York
$1.01M -$20.8K -633 -2%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$917K +$526K +16,028 +134%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$905K +$89.1K +2,716 +11%
BFO
17
Biltmore Family Office
North Carolina
$809K -$142K -4,328 -15%
GAM
18
Gould Asset Management
California
$805K +$437K +13,315 +119%
RCG
19
Regatta Capital Group
California
$713K -$272K -8,298 -28%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$699K +$699K +21,209 New
DL
21
DOHJ LLC
Washington
$672K +$672K +20,472 New
GG
22
GenWealth Group
New Jersey
$594K +$594K +18,104 New
MCWS
23
McKinley Carter Wealth Services
West Virginia
$579K -$13.3K -406 -2%
CAN
24
Cetera Advisor Networks
California
$579K +$579K +17,662 New
FCM
25
Fortis Capital Management
Washington
$574K +$103K +3,149 +22%