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iShares ESG Screened S&P Mid-Cap ETF
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Overview Fund Activity

125 hedge funds and large institutions have $166M invested in iShares ESG Screened S&P Mid-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 60 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
+12
Holders Change %
+10.62%
% of All Funds
1.81%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
60
Reduced
26
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WIA
1
World Investment Advisors
California
$5.88M
2
EB
2
Eastern Bank
Massachusetts
$16.1M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.61M
4
FF
4
Francis Financial
$3.57M
5
HWA
5
Hilltop Wealth Advisors
North Carolina
$2.04M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$3.87M
2
SRWM
2
Shira Ridge Wealth Management
California
$5.01M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$376K
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$0
5
SVWAG
5
Sound View Wealth Advisors Group
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$20M +$1.12M +26,603 +6%
EB
2
Eastern Bank
Massachusetts
$16.1M +$4.89M +115,749 +44%
RJA
3
Raymond James & Associates
Florida
$15.8M +$565K +13,372 +4%
B
4
Bailard
California
$8.71M +$246K +5,811 +3%
Mariner
5
Mariner
Kansas
$8.14M +$1.26M +29,910 +18%
KOC
6
Koss-Olinger Consulting
Florida
$6.17M +$174K +4,122 +3%
WIA
7
World Investment Advisors
California
$5.88M +$5.88M +139,072 New
SRWM
8
Shira Ridge Wealth Management
California
$5.01M -$387K -9,151 -7%
Franklin Resources
9
Franklin Resources
California
$3.96M – – –
RJFSA
10
Raymond James Financial Services Advisors
Florida
$3.87M -$6.64M -156,923 -63%
LPL Financial
11
LPL Financial
California
$3.77M +$802K +18,967 +27%
FF
12
Francis Financial
$3.57M +$1.57M +37,160 +78%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$3.16M -$196K -4,645 -6%
JFA
14
JNBA Financial Advisors
Minnesota
$3M +$201K +4,762 +7%
CSPIA
15
Cary Street Partners Investment Advisory
Virginia
$2.93M +$959K +22,666 +49%
SPIA
16
Steward Partners Investment Advisory
New York
$2.45M +$92.9K +2,196 +4%
ASN
17
Advisory Services Network
Georgia
$2.26M – – –
HWA
18
Hilltop Wealth Advisors
North Carolina
$2.04M +$1.56M +36,877 +324%
PAG
19
Private Advisor Group
New Jersey
$1.93M +$541K +12,804 +39%
DL
20
DOHJ LLC
Washington
$1.92M +$128K +3,060 +7%
BRIA
21
Balanced Rock Investment Advisors
Massachusetts
$1.89M +$21.5K +508 +1%
Citadel Advisors
22
Citadel Advisors
Florida
$1.61M +$1.61M +38,067 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.56M -$7.74K -183 -0.5%
RW
24
RVW Wealth
California
$1.55M -$84.4K -1,996 -5%
HighTower Advisors
25
HighTower Advisors
Illinois
$1.44M -$138K -3,255 -9%
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