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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
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 +$5.67M
2 +$4.03M
3 +$2.19M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.94M
5
Mariner
Mariner
Kansas
+$1.41M
Name Holding Trade Value Shares
Change
Change in
Stake
CWMK
51
Caliber Wealth Management (Kansas)
Kansas
$846K
WT
52
Whittier Trust
California
$843K
B
53
Birchbrook
Maine
$813K
EFM
54
Eley Financial Management
Vermont
$809K
TDWM
55
Topel & Distasi Wealth Management
California
$793K
ACA
56
Aptus Capital Advisors
Alabama
$771K
Focus Partners Wealth
57
Focus Partners Wealth
Massachusetts
$745K
WAT
58
Wealth Advisory Team
Kentucky
$706K
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$673K
NP
60
NorthRock Partners
Minnesota
$665K
APW
61
Atlantic Private Wealth
North Carolina
$641K
CWM
62
Congress Wealth Management
Massachusetts
$626K
SWP
63
Stratos Wealth Partners
Ohio
$602K
BWG
64
Beta Wealth Group
California
$601K
PGA
65
Portland Global Advisors
Maine
$595K
OL
66
Optas LLC
Texas
$594K
VAF
67
Values Added Financial
District of Columbia
$590K
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$575K
Baird Financial Group
69
Baird Financial Group
Wisconsin
$574K
RW
70
RVW Wealth
California
$568K
Creative Planning
71
Creative Planning
Kansas
$522K
MFG
72
Magnus Financial Group
New York
$514K
Jane Street
73
Jane Street
New York
$508K
BBA
74
BLB&B Advisors
Pennsylvania
$492K
SCM
75
Stordahl Capital Management
Colorado
$487K