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iShares ESG Screened S&P Mid-Cap ETF

171 hedge funds and large institutions have $243M invested in iShares ESG Screened S&P Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 44 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
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
GAM
26
Gould Asset Management
California
$1.42M
RFA
27
RTD Financial Advisors
Pennsylvania
$1.42M
BFO
28
Biltmore Family Office
North Carolina
$1.4M
AF
29
Affiance Financial
Minnesota
$1.39M
SFG
30
Sage Financial Group
Pennsylvania
$1.38M
Goldman Sachs
31
Goldman Sachs
New York
$1.38M
HighTower Advisors
32
HighTower Advisors
Illinois
$1.27M
SRWM
33
Shira Ridge Wealth Management
California
$1.25M
RSWM
34
Robertson Stephens Wealth Management
California
$1.22M
EWA
35
EP Wealth Advisors
California
$1.2M
Corient Private Wealth
36
Corient Private Wealth
Florida
$1.19M
TC
37
Trilogy Capital
California
$1.18M
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$1.18M
SAG
39
SageView Advisory Group
California
$1.16M
SPIA
40
Steward Partners Investment Advisory
New York
$1.16M
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$1.16M
CCM
42
Coldstream Capital Management
Washington
$1.11M
DADC
43
D.A. Davidson & Co
Montana
$1.08M
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$1.02M
PAG
45
Private Advisor Group
New Jersey
$1M
WT
46
Whittier Trust
California
$946K
MIA
47
MainStreet Investment Advisors
Illinois
$923K
MPWT
48
MassMutual Private Wealth & Trust
Connecticut
$917K
CWMK
49
Caliber Wealth Management (Kansas)
Kansas
$911K
EFM
50
Eley Financial Management
Vermont
$904K