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iShares ESG Screened S&P Mid-Cap ETF

171 hedge funds and large institutions have $243M invested in iShares ESG Screened S&P Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 44 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
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
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
51
Truist Financial
North Carolina
$889K
B
52
Birchbrook
Maine
$874K
MCWS
53
McKinley Carter Wealth Services
West Virginia
$866K
TDWM
54
Topel & Distasi Wealth Management
California
$863K
ACA
55
Aptus Capital Advisors
Alabama
$846K
VAF
56
Values Added Financial
District of Columbia
$827K
MOS
57
MGO One Seven
Ohio
$812K
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$810K
WAT
59
Wealth Advisory Team
Kentucky
$763K
Baird Financial Group
60
Baird Financial Group
Wisconsin
$725K
Focus Partners Wealth
61
Focus Partners Wealth
Massachusetts
$698K
NP
62
NorthRock Partners
Minnesota
$694K
APW
63
Atlantic Private Wealth
North Carolina
$691K
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$667K
PGA
65
Portland Global Advisors
Maine
$640K
BWG
66
Beta Wealth Group
California
$629K
RW
67
RVW Wealth
California
$611K
Creative Planning
68
Creative Planning
Kansas
$566K
MFG
69
Magnus Financial Group
New York
$557K
SCM
70
Stordahl Capital Management
Colorado
$541K
BBA
71
BLB&B Advisors
Pennsylvania
$532K
DC
72
Davenport & Co
Virginia
$518K
SWP
73
Stratos Wealth Partners
Ohio
$507K
PFA
74
Pathway Financial Advisors
Vermont
$499K
CAL
75
Capital Analysts LLC
Pennsylvania
$488K