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iShares ESG Screened S&P Mid-Cap ETF

154 hedge funds and large institutions have $206M invested in iShares ESG Screened S&P Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 68 increasing their positions, 37 reducing their positions, and 4 closing their positions.

Holders
154
Holders Change
+16
Holders Change %
+11.59%
% of All Funds
2.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
68
Reduced
37
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$24.4M 588,393 +52,770 +10%
Raymond James Financial
2
Raymond James Financial
Florida
$22.2M 534,644 +5,682 +1%
EB
3
Eastern Bank
Massachusetts
$13.4M 321,842 -4,874 -1%
Mariner
4
Mariner
Kansas
$11.9M 286,555 +33,969 +13%
LPL Financial
5
LPL Financial
California
$8.91M 214,676 +25,891 +14%
B
6
Bailard
California
$8.87M 213,721 -2,085 -1%
SRWM
7
Shira Ridge Wealth Management
California
$5.87M 141,548 +5,613 +4%
LGWM
8
Litman Gregory Wealth Management
California
$5.68M 136,908 +12,962 +10%
MMA
9
Miracle Mile Advisors
California
$5.67M 136,719 +136,719 New
KOC
10
Koss-Olinger Consulting
Florida
$5.61M 135,265 -13,927 -9%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$4.03M 97,066 +97,066 New
Franklin Resources
12
Franklin Resources
California
$3.98M 95,824 -3,355 -3%
JFA
13
JNBA Financial Advisors
Minnesota
$3.37M 81,126 -5,262 -6%
ASN
14
Advisory Services Network
Georgia
$3.33M 78,934 -7,852 -9%
DL
15
DOHJ LLC
Washington
$3.22M 86,289 +26,002 +43%
CSP
16
Cary Street Partners
Virginia
$3.12M 75,097 +903 +1%
WIA
17
World Investment Advisors
California
$2.83M 68,178 -7,986 -10%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.62M 63,237 -5,411 -8%
FF
19
Francis Financial
$2.33M 56,138 -38,732 -41%
Citadel Advisors
20
Citadel Advisors
Florida
$1.94M 46,848 +46,848 New
HWA
21
Hilltop Wealth Advisors
North Carolina
$1.84M 44,254 +1,207 +3%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$1.79M 43,066 +7,979 +23%
OWM
23
Opes Wealth Management
California
$1.62M 39,062 +5,034 +15%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.47M 35,256 +300 +0.9%
GAM
25
Gould Asset Management
California
$1.34M 32,270 -235 -0.7%