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iShares ESG Screened S&P Mid-Cap ETF

138 hedge funds and large institutions have $176M invested in iShares ESG Screened S&P Mid-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 57 increasing their positions, 35 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+13
Holders Change %
+10.4%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
20
Increased
57
Reduced
35
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
$21.1M +$1.35M +32,291 +7%
Raymond James Financial
2
Raymond James Financial
Florida
$19.4M +$19.4M +462,766 New
EB
3
Eastern Bank
Massachusetts
$15.8M -$158K -3,766 -1%
Mariner
4
Mariner
Kansas
$9.38M +$1.32M +31,629 +16%
B
5
Bailard
California
$8.83M +$217K +5,183 +3%
KOC
6
Koss-Olinger Consulting
Florida
$6.16M +$51.9K +1,241 +0.9%
WIA
7
World Investment Advisors
California
$5.48M -$341K -8,158 -6%
SRWM
8
Shira Ridge Wealth Management
California
$5.21M +$255K +6,105 +5%
LPL Financial
9
LPL Financial
California
$4.21M +$488K +11,668 +13%
Franklin Resources
10
Franklin Resources
California
$4.15M +$290K +6,925 +8%
FF
11
Francis Financial
$3.98M +$445K +10,639 +13%
JFA
12
JNBA Financial Advisors
Minnesota
$3.28M +$312K +7,464 +11%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$3.21M +$84K +2,007 +3%
CSP
14
Cary Street Partners
Virginia
$3.09M +$3.09M +73,969 New
ASN
15
Advisory Services Network
Georgia
$2.93M +$540K +12,918 +23%
SPIA
16
Steward Partners Investment Advisory
New York
$2.27M -$162K -3,864 -7%
PAG
17
Private Advisor Group
New Jersey
$1.98M +$63.7K +1,523 +3%
HighTower Advisors
18
HighTower Advisors
Illinois
$1.97M +$537K +12,847 +38%
HWA
19
Hilltop Wealth Advisors
North Carolina
$1.83M -$184K -4,400 -9%
DL
20
DOHJ LLC
Washington
$1.79M -$135K -3,237 -7%
BRIA
21
Balanced Rock Investment Advisors
Massachusetts
$1.62M -$249K -5,947 -13%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$1.53M +$149K +3,555 +11%
RW
23
RVW Wealth
California
$1.5M -$32.6K -780 -2%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.48M -$69K -1,650 -4%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$1.39M +$55.2K +1,320 +4%