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iShares ESG Screened S&P Mid-Cap ETF

149 hedge funds and large institutions have $219M invested in iShares ESG Screened S&P Mid-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 56 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
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 Sellers

1 -$4.03M
2 -$1.94M
3 -$988K
4
Bessemer Group
Bessemer Group
New Jersey
-$912K
5
Jane Street
Jane Street
New York
-$508K
Name Holding Trade Value Shares
Change
Change in
Stake
EFM
51
Eley Financial Management
Vermont
$857K
Focus Partners Wealth
52
Focus Partners Wealth
Massachusetts
$853K
TDWM
53
Topel & Distasi Wealth Management
California
$835K
ACA
54
Aptus Capital Advisors
Alabama
$818K
B
55
Birchbrook
Maine
$817K
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$708K
APW
57
Atlantic Private Wealth
North Carolina
$678K
NP
58
NorthRock Partners
Minnesota
$666K
SWP
59
Stratos Wealth Partners
Ohio
$643K
PGA
60
Portland Global Advisors
Maine
$629K
BWG
61
Beta Wealth Group
California
$620K
RW
62
RVW Wealth
California
$600K
IWC
63
Integrated Wealth Concepts
Massachusetts
$592K
Baird Financial Group
64
Baird Financial Group
Wisconsin
$590K
Creative Planning
65
Creative Planning
Kansas
$552K
MFG
66
Magnus Financial Group
New York
$545K
SCM
67
Stordahl Capital Management
Colorado
$520K
BBA
68
BLB&B Advisors
Pennsylvania
$510K
DC
69
Davenport & Co
Virginia
$486K
CAL
70
Capital Analysts LLC
Pennsylvania
$465K
PFA
71
Pathway Financial Advisors
Vermont
$463K
WC
72
Weil Company
California
$454K
BFS
73
Bradley Foster & Sargent
Connecticut
$394K
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$393K
CPIG
75
Chicago Partners Investment Group
Illinois
$381K