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iShares ESG Screened S&P Mid-Cap ETF

149 hedge funds and large institutions have $219M invested in iShares ESG Screened S&P Mid-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 56 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
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 Sellers

1 -$4.03M
2 -$1.94M
3 -$988K
4
Bessemer Group
Bessemer Group
New Jersey
-$912K
5
Jane Street
Jane Street
New York
-$508K
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
76
Novare Capital Management
North Carolina
$374K
JAA
77
Joel Adams & Associates
North Carolina
$372K
TFO
78
Tarbox Family Office
California
$365K
ACM
79
Armbruster Capital Management
New York
$358K
AF
80
Amara Financial
California
$344K
AA
81
Alesco Advisors
New York
$339K
PI
82
PFG Investments
New York
$336K
MCM
83
MAI Capital Management
Ohio
$326K
CFIA
84
Cantor Fitzgerald Investment Advisors
New York
$303K
OL
85
Optas LLC
Texas
$298K
FNC
86
First National Corp
Massachusetts
$294K
FUBT
87
First United Bank & Trust
Maryland
$293K
II
88
Impact Investors
California
$293K
MML Investors Services
89
MML Investors Services
Massachusetts
$279K
ADL
90
Asset Dedication LLC
California
$263K
LPAM
91
Lodestar Private Asset Management
California
$255K
FFS
92
Fortress Financial Solutions
Arizona
$250K
CASB
93
Cape Ann Savings Bank
Massachusetts
$242K
SS
94
Sound Stewardship
Kansas
$241K
SWA
95
Sax Wealth Advisors
New Jersey
$241K
MSWA
96
Marshall & Sterling Wealth Advisors
New York
$237K
FC
97
Financial Council
Maryland
$233K
COCM
98
Charter Oak Capital Management
New Hampshire
$230K
RL
99
Rogco LP
Oklahoma
$216K
SEIA
100
Signature Estate & Investment Advisors
California
$211K