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iShares ESG Screened S&P Mid-Cap ETF

138 hedge funds and large institutions have $177M invested in iShares ESG Screened S&P Mid-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 63 increasing their positions, 37 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
Holders Change %
0%
% of All Funds
1.87%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
63
Reduced
37
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MML Investors Services
76
MML Investors Services
Massachusetts
$341K -$32.2K -823 -9%
TFO
77
Tarbox Family Office
California
$341K +$33.4K +856 +11%
CPIG
78
Chicago Partners Investment Group
Illinois
$336K +$31.2K +799 +10%
SCM
79
Stordahl Capital Management
Colorado
$333K +$102K +2,605 +44%
ACA
80
Aptus Capital Advisors
Alabama
$311K +$256K +6,553 +462%
ACM
81
Armbruster Capital Management
New York
$300K
AA
82
Alesco Advisors
New York
$299K
PI
83
PFG Investments
New York
$278K +$75.7K +1,937 +37%
MCM
84
MAI Capital Management
Ohio
$273K +$41.8K +1,069 +18%
CFIA
85
Cantor Fitzgerald Investment Advisors
New York
$271K -$38.8K -993 -13%
II
86
Impact Investors
California
$264K +$8.99K +230 +4%
CA
87
Capital Advantage
California
$262K
MSWA
88
Marshall & Sterling Wealth Advisors
New York
$254K -$79.2K -2,028 -24%
SWA
89
Sax Wealth Advisors
New Jersey
$247K +$43.5K +1,114 +21%
WC
90
Weil Company
California
$243K +$243K +6,223 New
FNC
91
First National Corp
Massachusetts
$240K +$5.67K +145 +2%
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
$239K -$698K -17,869 -74%
CASB
93
Cape Ann Savings Bank
Massachusetts
$232K +$232K +5,939 New
FC
94
Financial Council
Maryland
$207K -$6.21K -159 -3%
AAP
95
Arax Advisory Partners
Colorado
$196K +$92.6K +2,369 +90%
RL
96
Rogco LP
Oklahoma
$192K +$39K +998 +26%
SC
97
Stephens Consulting
Michigan
$124K +$14.5K +371 +13%
MJRIC
98
Mogy Joel R Investment Counsel
California
$117K +$17.6K +450 +18%
AIA
99
Arcadia Investment Advisors
Idaho
$109K
PWM
100
Parkworth Wealth Management
California
$101K +$274 +7 +0.3%