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iShares ESG Screened S&P Mid-Cap ETF

177 hedge funds and large institutions have $248M invested in iShares ESG Screened S&P Mid-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 76 increasing their positions, 44 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
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 +$6.22M
2 +$5.4M
3 +$1.69M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.48M
5
Creative Planning
Creative Planning
Kansas
+$1.35M

Top Sellers

1 -$5.09M
2 -$4.66M
3 -$1.68M
4
Goldman Sachs
Goldman Sachs
New York
-$1.38M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$1.29M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
51
Whittier Trust
California
$933K
CWMK
52
Caliber Wealth Management (Kansas)
Kansas
$925K
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$919K
EWA
54
EP Wealth Advisors
California
$910K
Truist Financial
55
Truist Financial
North Carolina
$902K
VAF
56
Values Added Financial
District of Columbia
$895K
ACA
57
Aptus Capital Advisors
Alabama
$868K
NP
58
NorthRock Partners
Minnesota
$863K
TDWM
59
Topel & Distasi Wealth Management
California
$806K
MOS
60
MGO One Seven
Ohio
$805K
Focus Partners Wealth
61
Focus Partners Wealth
Massachusetts
$729K
Baird Financial Group
62
Baird Financial Group
Wisconsin
$720K
APW
63
Atlantic Private Wealth
North Carolina
$718K
IWC
64
Integrated Wealth Concepts
Massachusetts
$668K
BWG
65
Beta Wealth Group
California
$624K
SWP
66
Stratos Wealth Partners
Ohio
$623K
RW
67
RVW Wealth
California
$621K
PGA
68
Portland Global Advisors
Maine
$619K
SCM
69
Stordahl Capital Management
Colorado
$597K
CAL
70
Capital Analysts LLC
Pennsylvania
$569K
BBA
71
BLB&B Advisors
Pennsylvania
$565K
MFG
72
Magnus Financial Group
New York
$558K
Wealth Enhancement Advisory Services
73
Wealth Enhancement Advisory Services
Minnesota
$530K
DC
74
Davenport & Co
Virginia
$526K
CBU
75
CIBC Bancorp USA
Illinois
$524K