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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 %
0%
% of All Funds
1.87%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
63
Reduced
37
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RW
51
RVW Wealth
California
$703K -$698K -17,857 -50%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$702K +$690K +17,666 +5,773%
TDWM
53
Topel & Distasi Wealth Management
California
$702K +$123K +3,148 +21%
Mercer Global Advisors
54
Mercer Global Advisors
Colorado
$667K +$192K +4,921 +41%
NP
55
NorthRock Partners
Minnesota
$606K -$13.4K -343 -2%
APW
56
Atlantic Private Wealth
North Carolina
$603K +$78 +2 +0%
SWP
57
Stratos Wealth Partners
Ohio
$597K -$2.89K -74 -0.5%
B
58
Birchbrook
Maine
$543K +$543K +13,906 New
Baird Financial Group
59
Baird Financial Group
Wisconsin
$541K -$17.7K -454 -3%
OL
60
Optas LLC
Texas
$537K +$18.6K +476 +4%
PGA
61
Portland Global Advisors
Maine
$523K -$62.5K -1,600 -11%
CWM
62
Congress Wealth Management
Massachusetts
$505K +$79.4K +2,031 +19%
MFG
63
Magnus Financial Group
New York
$483K +$20.2K +517 +4%
Focus Partners Wealth
64
Focus Partners Wealth
Massachusetts
$475K -$48.4K -1,238 -9%
Creative Planning
65
Creative Planning
Kansas
$440K -$94.9K -2,430 -18%
BBA
66
BLB&B Advisors
Pennsylvania
$435K +$57.9K +1,482 +15%
CAL
67
Capital Analysts LLC
Pennsylvania
$422K -$23.4K -598 -5%
PFA
68
Pathway Financial Advisors
Vermont
$413K +$17.8K +456 +5%
DC
69
Davenport & Co
Virginia
$411K +$7.23K +185 +2%
GLA
70
Good Life Advisors
Pennsylvania
$382K +$382K +9,768 New
FUBT
71
First United Bank & Trust
Maryland
$380K -$328K -8,405 -46%
AF
72
Amara Financial
California
$380K +$49.3K +1,262 +15%
Truist Financial
73
Truist Financial
North Carolina
$374K +$10.6K +272 +3%
NC
74
Napatree Capital
Rhode Island
$351K +$6.17K +158 +2%
IWC
75
Integrated Wealth Concepts
Massachusetts
$350K +$106K +2,725 +44%