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iShares ESG Screened S&P Mid-Cap ETF

113 hedge funds and large institutions have $139M invested in iShares ESG Screened S&P Mid-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
+6
Holders Change %
+5.61%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
56
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$17.7M +$3.25M +82,111 +23%
RJA
2
Raymond James & Associates
Florida
$14.3M +$1.09M +27,454 +8%
EB
3
Eastern Bank
Massachusetts
$10.5M +$5.03M +127,024 +92%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$9.83M +$90.4K +2,285 +0.9%
B
5
Bailard
California
$7.92M +$23.1K +583 +0.3%
Mariner
6
Mariner
Kansas
$6.43M +$884K +22,331 +16%
KOC
7
Koss-Olinger Consulting
Florida
$5.61M +$5.61M +141,799 New
SRWM
8
Shira Ridge Wealth Management
California
$5.05M -$2.1K -53 -0%
Franklin Resources
9
Franklin Resources
California
$3.65M +$458K +11,570 +14%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.14M +$328K +8,287 +12%
LPL Financial
11
LPL Financial
California
$2.77M +$1.73M +43,627 +165%
JFA
12
JNBA Financial Advisors
Minnesota
$2.62M +$189K +4,768 +8%
ASN
13
Advisory Services Network
Georgia
$2.26M +$152K +3,831 +7%
SPIA
14
Steward Partners Investment Advisory
New York
$2.21M +$53K +1,340 +2%
FF
15
Francis Financial
$1.87M +$1.87M +47,378 New
CSPIA
16
Cary Street Partners Investment Advisory
Virginia
$1.84M +$7.24K +183 +0.4%
BRIA
17
Balanced Rock Investment Advisors
Massachusetts
$1.74M +$92.5K +2,337 +6%
DL
18
DOHJ LLC
Washington
$1.7M +$63.9K +1,614 +4%
RW
19
RVW Wealth
California
$1.53M -$371K -9,385 -20%
HighTower Advisors
20
HighTower Advisors
Illinois
$1.48M +$244K +6,176 +20%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.47M -$341K -8,610 -19%
GAM
22
Gould Asset Management
California
$1.37M +$7.12K +180 +0.5%
PAG
23
Private Advisor Group
New Jersey
$1.3M +$1.3M +32,926 New
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$1.3M +$257K +6,494 +25%
BFO
25
Biltmore Family Office
North Carolina
$1.24M