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iShares ESG Screened S&P Mid-Cap ETF

154 hedge funds and large institutions have $206M 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, 68 increasing their positions, 37 reducing their positions, and 4 closing their positions.

Holders
154
Holders Change
+16
Holders Change %
+11.59%
% of All Funds
2.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
68
Reduced
37
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
IWC
76
Integrated Wealth Concepts
Massachusetts
$471K 11,339 +2,373 +26%
DC
77
Davenport & Co
Virginia
$461K 11,104 +581 +6%
CAL
78
Capital Analysts LLC
Pennsylvania
$445K 10,723 -82 -0.8%
PFA
79
Pathway Financial Advisors
Vermont
$438K 10,559
GLA
80
Good Life Advisors
Pennsylvania
$417K 10,046 +278 +3%
Truist Financial
81
Truist Financial
North Carolina
$412K 9,922 +358 +4%
WC
82
Weil Company
California
$383K 9,234 +3,011 +48%
BFS
83
Bradley Foster & Sargent
Connecticut
$373K 8,991 +8,991 New
CPIG
84
Chicago Partners Investment Group
Illinois
$364K 8,420 -184 -2%
NCM
85
Novare Capital Management
North Carolina
$362K 8,712 +8,712 New
JAA
86
Joel Adams & Associates
North Carolina
$351K 8,456 +8,456 New
TFO
87
Tarbox Family Office
California
$345K 8,318 -402 -5%
AF
88
Amara Financial
California
$339K 8,177 -1,548 -16%
ACM
89
Armbruster Capital Management
New York
$339K 8,175 +500 +7%
AA
90
Alesco Advisors
New York
$321K 7,742 +93 +1%
PI
91
PFG Investments
New York
$317K 7,633 +520 +7%
EC
92
Estate Counselors
Wisconsin
$307K 7,390 +7,390 New
MCM
93
MAI Capital Management
Ohio
$301K 7,243 +250 +4%
CFIA
94
Cantor Fitzgerald Investment Advisors
New York
$285K 6,872 -76 -1%
II
95
Impact Investors
California
$283K 6,821 +66 +1%
FNC
96
First National Corp
Massachusetts
$269K 6,475 +322 +5%
SWA
97
Sax Wealth Advisors
New Jersey
$263K 6,334
FFS
98
Fortress Financial Solutions
Arizona
$258K 6,223 +6,223 New
MML Investors Services
99
MML Investors Services
Massachusetts
$251K 6,037 -2,689 -31%
CASB
100
Cape Ann Savings Bank
Massachusetts
$251K 6,039 +100 +2%