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iShares ESG Screened S&P Mid-Cap ETF

78 hedge funds and large institutions have $61.2M invested in iShares ESG Screened S&P Mid-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+5
Holders Change %
+6.85%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
35
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RW
1
RVW Wealth
California
$9.69M -$7.26M -213,638 -43%
RJA
2
Raymond James & Associates
Florida
$6.91M +$735K +21,618 +12%
B
3
Bailard
California
$6.44M +$480K +14,121 +8%
EB
4
Eastern Bank
Massachusetts
$4.5M +$4.5M +132,422 New
SRWM
5
Shira Ridge Wealth Management
California
$4.48M +$51.7K +1,521 +1%
MWM
6
Mascoma Wealth Management
New Hampshire
$1.51M -$20.3K -603 -1%
JFA
7
JNBA Financial Advisors
Minnesota
$1.47M +$119K +3,513 +9%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.27M +$51.6K +1,519 +4%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.25M +$301K +8,841 +32%
AF
10
Affiance Financial
Minnesota
$1.16M +$955K +28,085 +469%
Franklin Resources
11
Franklin Resources
California
$1.14M -$1.12M -32,846 -49%
HighTower Advisors
12
HighTower Advisors
Illinois
$1.09M +$5.16K +152 +0.5%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.06M +$120K +3,533 +13%
Goldman Sachs
14
Goldman Sachs
New York
$1.05M
GAM
15
Gould Asset Management
California
$846K +$11.6K +340 +1%
Jane Street
16
Jane Street
New York
$840K -$299K -8,797 -26%
BFO
17
Biltmore Family Office
North Carolina
$838K
CG
18
Colony Group
Massachusetts
$772K -$1.31M -38,623 -63%
RCG
19
Regatta Capital Group
California
$713K
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$641K +$548K +16,138 +589%
FCM
21
Fortis Capital Management
Washington
$634K +$38.6K +1,135 +6%
Mariner
22
Mariner
Kansas
$625K +$209K +6,150 +50%
MCWS
23
McKinley Carter Wealth Services
West Virginia
$577K -$23.8K -700 -4%
APW
24
Atlantic Private Wealth
North Carolina
$554K +$26.2K +770 +5%
CA
25
Cetera Advisors
Colorado
$553K -$1.73K -51 -0.3%