XJH icon

iShares ESG Screened S&P Mid-Cap ETF

93 hedge funds and large institutions have $89.8M invested in iShares ESG Screened S&P Mid-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 15 reducing their positions, and 8 closing their positions.

Holders
93
Holders Change
+7
Holders Change %
+8.14%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
45
Reduced
15
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RJA
1
Raymond James & Associates
Florida
$11.7M +$1.79M +47,554 +18%
B
2
Bailard
California
$7.37M -$90.4K -2,397 -1%
SRWM
3
Shira Ridge Wealth Management
California
$4.95M -$57.5K -1,523 -1%
EB
4
Eastern Bank
Massachusetts
$4.9M +$80.4K +2,131 +2%
KOC
5
Koss-Olinger Consulting
Florida
$4.55M +$738K +19,554 +19%
Franklin Resources
6
Franklin Resources
California
$3.03M +$1.24M +32,935 +69%
Mariner
7
Mariner
Kansas
$2.68M +$745K +19,741 +39%
RW
8
RVW Wealth
California
$2.45M -$1.21M -31,990 -33%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$2.22M +$794K +21,044 +56%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.08M +$1.01M +26,777 +95%
WI
11
WrapManager Inc
California
$1.98M +$1.98M +52,519 New
JFA
12
JNBA Financial Advisors
Minnesota
$1.94M +$99K +2,624 +5%
LPL Financial
13
LPL Financial
California
$1.71M +$923K +24,477 +118%
Bank of America
14
Bank of America
North Carolina
$1.65M +$220K +5,823 +15%
CSPIA
15
Cary Street Partners Investment Advisory
Virginia
$1.63M +$327K +8,680 +25%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.57M -$542K -14,364 -26%
Citadel Advisors
17
Citadel Advisors
Florida
$1.53M -$158K -4,186 -9%
ASN
18
Advisory Services Network
Georgia
$1.51M +$14.2K +376 +0.9%
AF
19
Affiance Financial
Minnesota
$1.41M +$14.8K +392 +1%
HighTower Advisors
20
HighTower Advisors
Illinois
$1.26M +$14.6K +387 +1%
GAM
21
Gould Asset Management
California
$1.2M +$143K +3,780 +13%
BFO
22
Biltmore Family Office
North Carolina
$1.18M
DL
23
DOHJ LLC
Washington
$1.17M +$641K +16,984 +122%
Goldman Sachs
24
Goldman Sachs
New York
$1.16M
BWM
25
Baystate Wealth Management
Massachusetts
$1.09M +$1.09M +28,933 New