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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.

New
Increased
Maintained
Reduced
Closed
Holders
155
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 Buyers

1 +$5.67M
2 +$4.03M
3 +$2.19M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.94M
5
Mariner
Mariner
Kansas
+$1.41M
Name Holding Trade Value Shares
Change
Change in
Stake
BFO
26
Biltmore Family Office
North Carolina
$1.3M
AF
27
Affiance Financial
Minnesota
$1.3M
BRIA
28
Balanced Rock Investment Advisors
Massachusetts
$1.28M
Goldman Sachs
29
Goldman Sachs
New York
$1.28M
RFA
30
RTD Financial Advisors
Pennsylvania
$1.28M
SPIA
31
Steward Partners Investment Advisory
New York
$1.28M
SFG
32
Sage Financial Group
Pennsylvania
$1.25M
PAG
33
Private Advisor Group
New Jersey
$1.22M
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$1.22M
HighTower Advisors
35
HighTower Advisors
Illinois
$1.21M
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$1.19M
TC
37
Trilogy Capital
California
$1.15M
HI
38
Harbour Investments
Wisconsin
$1.12M
CCM
39
Coldstream Capital Management
Washington
$1.03M
SAG
40
SageView Advisory Group
California
$994K
Corient Private Wealth
41
Corient Private Wealth
Florida
$955K
MCWS
42
McKinley Carter Wealth Services
West Virginia
$948K
Bessemer Group
43
Bessemer Group
New Jersey
$912K
BMD
44
Better Money Decisions
New Mexico
$902K
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$877K
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$876K
DADC
47
D.A. Davidson & Co
Montana
$870K
RSWM
48
Robertson Stephens Wealth Management
California
$863K
MIA
49
MainStreet Investment Advisors
Illinois
$859K
MPWT
50
MassMutual Private Wealth & Trust
Connecticut
$850K