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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
+17
Holders Change %
+12.32%
% of All Funds
2.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
69
Reduced
37
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWMK
51
Caliber Wealth Management (Kansas)
Kansas
$846K +$846K +20,394 New
WT
52
Whittier Trust
California
$843K
B
53
Birchbrook
Maine
$813K +$236K +5,679 +41%
EFM
54
Eley Financial Management
Vermont
$809K -$10.2K -246 -1%
TDWM
55
Topel & Distasi Wealth Management
California
$793K +$47.6K +1,148 +6%
ACA
56
Aptus Capital Advisors
Alabama
$771K +$440K +10,609 +133%
Focus Partners Wealth
57
Focus Partners Wealth
Massachusetts
$745K +$240K +5,777 +47%
WAT
58
Wealth Advisory Team
Kentucky
$706K +$706K +17,010 New
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$673K -$120K -2,803 -15%
NP
60
NorthRock Partners
Minnesota
$665K +$21.7K +524 +3%
APW
61
Atlantic Private Wealth
North Carolina
$641K +$290 +7 +0%
CWM
62
Congress Wealth Management
Massachusetts
$626K +$90.3K +2,176 +17%
SWP
63
Stratos Wealth Partners
Ohio
$602K -$31.3K -754 -5%
BWG
64
Beta Wealth Group
California
$601K +$601K +14,491 New
PGA
65
Portland Global Advisors
Maine
$595K +$39.6K +955 +7%
OL
66
Optas LLC
Texas
$594K +$23.4K +564 +4%
VAF
67
Values Added Financial
District of Columbia
$590K +$590K +14,217 New
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$575K +$321K +7,737 +126%
Baird Financial Group
69
Baird Financial Group
Wisconsin
$574K
RW
70
RVW Wealth
California
$568K -$179K -4,309 -24%
Creative Planning
71
Creative Planning
Kansas
$522K +$55K +1,326 +12%
MFG
72
Magnus Financial Group
New York
$514K +$1.54K +37 +0.3%
Jane Street
73
Jane Street
New York
$508K +$508K +12,245 New
BBA
74
BLB&B Advisors
Pennsylvania
$492K +$30.1K +725 +7%
SCM
75
Stordahl Capital Management
Colorado
$487K +$133K +3,203 +38%