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iShares ESG Screened S&P Mid-Cap ETF

86 hedge funds and large institutions have $70.2M invested in iShares ESG Screened S&P Mid-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 16 reducing their positions, and 7 closing their positions.

Holders
86
Holders Change
+1
Holders Change %
+1.18%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
39
Reduced
16
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RJA
1
Raymond James & Associates
Florida
$8.88M 262,139 +22,885 +10%
B
2
Bailard
California
$6.7M 197,816 +4,392 +2%
SRWM
3
Shira Ridge Wealth Management
California
$4.5M 132,816 +1,123 +0.9%
EB
4
Eastern Bank
Massachusetts
$4.33M 127,814 -3,168 -2%
KOC
5
Koss-Olinger Consulting
Florida
$3.42M 101,014 +101,014 New
RW
6
RVW Wealth
California
$3.28M 96,902 -35,005 -27%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.89M 55,854 +27,505 +97%
Mariner
8
Mariner
Kansas
$1.74M 51,255 +10,982 +27%
JFA
9
JNBA Financial Advisors
Minnesota
$1.65M 48,710 +1,869 +4%
Franklin Resources
10
Franklin Resources
California
$1.61M 47,399 +13,755 +41%
Jane Street
11
Jane Street
New York
$1.55M 45,639 +8,191 +22%
Citadel Advisors
12
Citadel Advisors
Florida
$1.51M 44,721 +26,137 +141%
ASN
13
Advisory Services Network
Georgia
$1.34M 39,691 +20,317 +105%
Bank of America
14
Bank of America
North Carolina
$1.29M 38,014 +28,043 +281%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1.28M 37,694 -553 -1%
AF
16
Affiance Financial
Minnesota
$1.26M 37,088 +1,399 +4%
CSPIA
17
Cary Street Partners Investment Advisory
Virginia
$1.17M 34,423 +15,290 +80%
HighTower Advisors
18
HighTower Advisors
Illinois
$1.11M 33,021 +74 +0.2%
BFO
19
Biltmore Family Office
North Carolina
$1.06M 31,248
Goldman Sachs
20
Goldman Sachs
New York
$1.04M 30,818
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.02M 30,240 +2,544 +9%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$959K 28,300 +3,639 +15%
GAM
23
Gould Asset Management
California
$953K 28,130 +1,500 +6%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$712K 21,020 -2,012 -9%
LPL Financial
25
LPL Financial
California
$703K 20,750 +3,493 +20%