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iShares ESG Screened S&P Mid-Cap ETF

138 hedge funds and large institutions have $177M invested in iShares ESG Screened S&P Mid-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 63 increasing their positions, 37 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
Holders Change %
0%
% of All Funds
1.87%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
63
Reduced
37
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
26
Coldstream Capital Management
Washington
$1.29M +$116K +2,974 +10%
GAM
27
Gould Asset Management
California
$1.27M -$8.01K -205 -0.6%
BFO
28
Biltmore Family Office
North Carolina
$1.22M
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.22M -$77.6K -1,986 -6%
Goldman Sachs
30
Goldman Sachs
New York
$1.2M
SPIA
31
Steward Partners Investment Advisory
New York
$1.18M -$941K -24,092 -44%
RFA
32
RTD Financial Advisors
Pennsylvania
$1.16M +$69.3K +1,775 +6%
AF
33
Affiance Financial
Minnesota
$1.14M +$306K +7,841 +37%
HighTower Advisors
34
HighTower Advisors
Illinois
$1.1M -$732K -18,734 -40%
SFG
35
Sage Financial Group
Pennsylvania
$1.08M +$29.3K +750 +3%
CWA
36
Crux Wealth Advisors
California
$1.07M -$20.2K -518 -2%
TC
37
Trilogy Capital
California
$1.06M +$1.06M +27,234 New
MCWS
38
McKinley Carter Wealth Services
West Virginia
$926K +$242K +6,183 +35%
MIA
39
MainStreet Investment Advisors
Illinois
$865K -$39.5K -1,010 -4%
MPWT
40
MassMutual Private Wealth & Trust
Connecticut
$856K -$39.5K -1,010 -4%
DADC
41
D.A. Davidson & Co
Montana
$851K -$38.3K -980 -4%
Corient Private Wealth
42
Corient Private Wealth
Florida
$841K -$61.5K -1,573 -7%
BMD
43
Better Money Decisions
New Mexico
$816K +$89.7K +2,296 +12%
WT
44
Whittier Trust
California
$793K
SAG
45
SageView Advisory Group
California
$789K +$789K +20,199 New
EFM
46
Eley Financial Management
Vermont
$775K +$101K +2,567 +15%
HI
47
Harbour Investments
Wisconsin
$758K +$154K +3,938 +25%
RSWM
48
Robertson Stephens Wealth Management
California
$739K +$385K +9,857 +109%
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$726K -$70.1K -1,795 -9%
CFG
50
Carr Financial Group
Massachusetts
$711K +$1.8K +46 +0.3%