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iShares ESG Screened S&P Mid-Cap ETF

85 hedge funds and large institutions have $64.7M invested in iShares ESG Screened S&P Mid-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
85
Holders Change
+7
Holders Change %
+8.97%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
13
Increased
36
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RJA
1
Raymond James & Associates
Florida
$8.52M 239,254 +36,041 +18%
B
2
Bailard
California
$6.89M 193,424 +4,021 +2%
RW
3
RVW Wealth
California
$4.7M 131,907 -153,275 -54%
SRWM
4
Shira Ridge Wealth Management
California
$4.69M 131,693 -155 -0.1%
EB
5
Eastern Bank
Massachusetts
$4.67M 130,982 -1,440 -1%
JFA
6
JNBA Financial Advisors
Minnesota
$1.67M 46,841 +3,498 +8%
Mariner
7
Mariner
Kansas
$1.43M 40,273 +21,894 +119%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$1.36M 38,247 +1,454 +4%
Jane Street
9
Jane Street
New York
$1.33M 37,448 +12,726 +51%
AF
10
Affiance Financial
Minnesota
$1.27M 35,689 +1,621 +5%
Franklin Resources
11
Franklin Resources
California
$1.2M 33,644
HighTower Advisors
12
HighTower Advisors
Illinois
$1.17M 32,947 +729 +2%
BFO
13
Biltmore Family Office
North Carolina
$1.11M 31,248 +6,595 +27%
Goldman Sachs
14
Goldman Sachs
New York
$1.1M 30,818
Osaic Holdings
15
Osaic Holdings
Arizona
$1.01M 28,349 -9,086 -24%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$986K 27,696 +8,818 +47%
GAM
17
Gould Asset Management
California
$949K 26,630 +1,740 +7%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$878K 24,661 +10,429 +73%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$843K 23,659 +9,211 +64%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$820K 23,032 -8,084 -26%
MWM
21
Mascoma Wealth Management
New Hampshire
$695K 19,118 -25,781 -57%
ASN
22
Advisory Services Network
Georgia
$690K 19,374 +19,374 New
CSPIA
23
Cary Street Partners Investment Advisory
Virginia
$682K 19,133 +19,133 New
CA
24
Cetera Advisors
Colorado
$673K 18,900 +2,634 +16%
Citadel Advisors
25
Citadel Advisors
Florida
$662K 18,584 +3,960 +27%