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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 %
% 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
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
26
Coldstream Capital Management
Washington
$1.29M
GAM
27
Gould Asset Management
California
$1.27M
BFO
28
Biltmore Family Office
North Carolina
$1.22M
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.22M
Goldman Sachs
30
Goldman Sachs
New York
$1.2M
SPIA
31
Steward Partners Investment Advisory
New York
$1.18M
RFA
32
RTD Financial Advisors
Pennsylvania
$1.16M
AF
33
Affiance Financial
Minnesota
$1.14M
HighTower Advisors
34
HighTower Advisors
Illinois
$1.1M
SFG
35
Sage Financial Group
Pennsylvania
$1.08M
CWA
36
Crux Wealth Advisors
California
$1.07M
TC
37
Trilogy Capital
California
$1.06M
MCWS
38
McKinley Carter Wealth Services
West Virginia
$926K
MIA
39
MainStreet Investment Advisors
Illinois
$865K
MPWT
40
MassMutual Private Wealth & Trust
Connecticut
$856K
DADC
41
D.A. Davidson & Co
Montana
$851K
Corient Private Wealth
42
Corient Private Wealth
Florida
$841K
BMD
43
Better Money Decisions
New Mexico
$816K
WT
44
Whittier Trust
California
$793K
SAG
45
SageView Advisory Group
California
$789K
EFM
46
Eley Financial Management
Vermont
$775K
HI
47
Harbour Investments
Wisconsin
$758K
RSWM
48
Robertson Stephens Wealth Management
California
$739K
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$726K
CFG
50
Carr Financial Group
Massachusetts
$711K