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iShares ESG Screened S&P Mid-Cap ETF

149 hedge funds and large institutions have $219M invested in iShares ESG Screened S&P Mid-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 56 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$4.03M
2 -$1.94M
3 -$988K
4
Bessemer Group
Bessemer Group
New Jersey
-$912K
5
Jane Street
Jane Street
New York
-$508K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$26.4M
Raymond James Financial
2
Raymond James Financial
Florida
$24M
EB
3
Eastern Bank
Massachusetts
$13.8M
Mariner
4
Mariner
Kansas
$13.4M
FLPIM
5
F.L. Putnam Investment Management
Massachusetts
$11.3M
LPL Financial
6
LPL Financial
California
$11.1M
B
7
Bailard
California
$9.27M
MMA
8
Miracle Mile Advisors
California
$6.89M
SRWM
9
Shira Ridge Wealth Management
California
$6.02M
LGWM
10
Litman Gregory Wealth Management
California
$5.89M
KOC
11
Koss-Olinger Consulting
Florida
$5.61M
Franklin Resources
12
Franklin Resources
California
$4.2M
JFA
13
JNBA Financial Advisors
Minnesota
$3.59M
ASN
14
Advisory Services Network
Georgia
$3.57M
CSP
15
Cary Street Partners
Virginia
$3.29M
WIA
16
World Investment Advisors
California
$2.74M
FF
17
Francis Financial
$2.2M
Osaic Holdings
18
Osaic Holdings
Arizona
$1.95M
HWA
19
Hilltop Wealth Advisors
North Carolina
$1.92M
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.78M
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$1.78M
OWM
22
Opes Wealth Management
California
$1.66M
RFA
23
RTD Financial Advisors
Pennsylvania
$1.46M
GAM
24
Gould Asset Management
California
$1.41M
BRIA
25
Balanced Rock Investment Advisors
Massachusetts
$1.37M