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iShares ESG Screened S&P Mid-Cap ETF

107 hedge funds and large institutions have $125M invested in iShares ESG Screened S&P Mid-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+14
Holders Change %
+15.05%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
48
Reduced
25
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$15M +$13.2M +320,479 +731%
RJA
2
Raymond James & Associates
Florida
$13.7M +$944K +22,988 +7%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$10.1M +$7.7M +187,408 +319%
B
4
Bailard
California
$8.19M +$166K +4,048 +2%
Mariner
5
Mariner
Kansas
$5.76M +$2.85M +69,277 +98%
EB
6
Eastern Bank
Massachusetts
$5.68M +$346K +8,418 +6%
SRWM
7
Shira Ridge Wealth Management
California
$5.25M -$147K -3,589 -3%
Franklin Resources
8
Franklin Resources
California
$3.31M +$14.4K +350 +0.4%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.92M +$658K +16,026 +29%
JFA
10
JNBA Financial Advisors
Minnesota
$2.52M +$411K +9,995 +19%
SPIA
11
Steward Partners Investment Advisory
New York
$2.24M +$2.21M +53,728 +6,871%
ASN
12
Advisory Services Network
Georgia
$2.19M +$542K +13,202 +33%
RW
13
RVW Wealth
California
$1.97M -$694K -16,891 -26%
CSPIA
14
Cary Street Partners Investment Advisory
Virginia
$1.91M +$136K +3,320 +8%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.88M +$1.41M +34,382 +303%
BRIA
16
Balanced Rock Investment Advisors
Massachusetts
$1.72M +$796K +19,381 +87%
DL
17
DOHJ LLC
Washington
$1.69M +$425K +10,335 +33%
Citadel Advisors
18
Citadel Advisors
Florida
$1.64M -$27.3K -665 -2%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.45M -$253K -6,146 -15%
GAM
20
Gould Asset Management
California
$1.42M +$104K +2,535 +8%
HighTower Advisors
21
HighTower Advisors
Illinois
$1.28M -$89.3K -2,173 -7%
BFO
22
Biltmore Family Office
North Carolina
$1.28M
Goldman Sachs
23
Goldman Sachs
New York
$1.27M
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.17M +$1.17M +28,547 New
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.17M +$21.1K +513 +2%