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iShares ESG Screened S&P Mid-Cap ETF

177 hedge funds and large institutions have $248M invested in iShares ESG Screened S&P Mid-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 76 increasing their positions, 44 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
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 +$6.22M
2 +$5.4M
3 +$1.69M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.48M
5
Creative Planning
Creative Planning
Kansas
+$1.35M

Top Sellers

1 -$5.09M
2 -$4.66M
3 -$1.68M
4
Goldman Sachs
Goldman Sachs
New York
-$1.38M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$1.29M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$1.7M
BRIA
27
Balanced Rock Investment Advisors
Massachusetts
$1.62M
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$1.58M
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$1.56M
GAM
30
Gould Asset Management
California
$1.55M
RSWM
31
Robertson Stephens Wealth Management
California
$1.53M
RFA
32
RTD Financial Advisors
Pennsylvania
$1.46M
Bank of New York Mellon
33
Bank of New York Mellon
New York
$1.44M
SFG
34
Sage Financial Group
Pennsylvania
$1.43M
BFO
35
Biltmore Family Office
North Carolina
$1.42M
HighTower Advisors
36
HighTower Advisors
Illinois
$1.39M
TC
37
Trilogy Capital
California
$1.3M
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$1.2M
Corient Private Wealth
39
Corient Private Wealth
Florida
$1.18M
SPIA
40
Steward Partners Investment Advisory
New York
$1.16M
AF
41
Affiance Financial
Minnesota
$1.12M
DADC
42
D.A. Davidson & Co
Montana
$1.12M
SRWM
43
Shira Ridge Wealth Management
California
$1.08M
CCM
44
Coldstream Capital Management
Washington
$1.06M
PAG
45
Private Advisor Group
New Jersey
$993K
Jane Street
46
Jane Street
New York
$971K
EFM
47
Eley Financial Management
Vermont
$957K
MIA
48
MainStreet Investment Advisors
Illinois
$954K
MPWT
49
MassMutual Private Wealth & Trust
Connecticut
$954K
B
50
Birchbrook
Maine
$942K