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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
BFO
26
Biltmore Family Office
North Carolina
$1.37M
AF
27
Affiance Financial
Minnesota
$1.36M
Goldman Sachs
28
Goldman Sachs
New York
$1.35M
SFG
29
Sage Financial Group
Pennsylvania
$1.33M
SPIA
30
Steward Partners Investment Advisory
New York
$1.32M
HI
31
Harbour Investments
Wisconsin
$1.25M
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$1.24M
HighTower Advisors
33
HighTower Advisors
Illinois
$1.22M
TC
34
Trilogy Capital
California
$1.21M
Corient Private Wealth
35
Corient Private Wealth
Florida
$1.2M
CCM
36
Coldstream Capital Management
Washington
$1.11M
SAG
37
SageView Advisory Group
California
$1.08M
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$1.07M
VAF
39
Values Added Financial
District of Columbia
$1.04M
DADC
40
D.A. Davidson & Co
Montana
$1.02M
PAG
41
Private Advisor Group
New Jersey
$1.01M
MCWS
42
McKinley Carter Wealth Services
West Virginia
$993K
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$981K
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$973K
RSWM
45
Robertson Stephens Wealth Management
California
$936K
MIA
46
MainStreet Investment Advisors
Illinois
$914K
MPWT
47
MassMutual Private Wealth & Trust
Connecticut
$904K
WT
48
Whittier Trust
California
$896K
CWMK
49
Caliber Wealth Management (Kansas)
Kansas
$894K
Truist Financial
50
Truist Financial
North Carolina
$894K