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iShares ESG Screened S&P Mid-Cap ETF

155 hedge funds and large institutions have $207M 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, 69 increasing their positions, 37 reducing their positions, and 4 closing their positions.

Holders
155
Holders Change
+17
Holders Change %
+12.32%
% of All Funds
2.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
69
Reduced
37
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BFO
26
Biltmore Family Office
North Carolina
$1.3M
AF
27
Affiance Financial
Minnesota
$1.3M +$81.6K +1,967 +7%
BRIA
28
Balanced Rock Investment Advisors
Massachusetts
$1.28M -$268K -6,462 -17%
Goldman Sachs
29
Goldman Sachs
New York
$1.28M
RFA
30
RTD Financial Advisors
Pennsylvania
$1.28M +$50K +1,205 +4%
SPIA
31
Steward Partners Investment Advisory
New York
$1.28M +$28.3K +681 +2%
SFG
32
Sage Financial Group
Pennsylvania
$1.25M +$97.9K +2,358 +9%
PAG
33
Private Advisor Group
New Jersey
$1.22M -$309K -7,447 -20%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$1.22M -$527K -12,709 -30%
HighTower Advisors
35
HighTower Advisors
Illinois
$1.21M +$35.3K +851 +3%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$1.19M -$102K -2,459 -8%
TC
37
Trilogy Capital
California
$1.15M +$18.3K +442 +2%
HI
38
Harbour Investments
Wisconsin
$1.12M +$311K +7,491 +39%
CCM
39
Coldstream Capital Management
Washington
$1.03M -$337K -8,120 -25%
SAG
40
SageView Advisory Group
California
$994K +$125K +2,896 +14%
Corient Private Wealth
41
Corient Private Wealth
Florida
$955K +$61.5K +1,482 +7%
MCWS
42
McKinley Carter Wealth Services
West Virginia
$948K -$35.2K -848 -4%
Bessemer Group
43
Bessemer Group
New Jersey
$912K +$912K +21,985 New
BMD
44
Better Money Decisions
New Mexico
$902K +$35.3K +850 +4%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$877K +$132K +3,171 +18%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$876K -$625K -15,057 -42%
DADC
47
D.A. Davidson & Co
Montana
$870K -$33.8K -814 -4%
RSWM
48
Robertson Stephens Wealth Management
California
$863K +$77.9K +1,878 +10%
MIA
49
MainStreet Investment Advisors
Illinois
$859K -$59.1K -1,425 -6%
MPWT
50
MassMutual Private Wealth & Trust
Connecticut
$850K -$59.1K -1,425 -7%