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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 %
% 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
MML Investors Services
76
MML Investors Services
Massachusetts
$341K
TFO
77
Tarbox Family Office
California
$341K
CPIG
78
Chicago Partners Investment Group
Illinois
$336K
SCM
79
Stordahl Capital Management
Colorado
$333K
ACA
80
Aptus Capital Advisors
Alabama
$311K
ACM
81
Armbruster Capital Management
New York
$300K
AA
82
Alesco Advisors
New York
$299K
PI
83
PFG Investments
New York
$278K
MCM
84
MAI Capital Management
Ohio
$273K
CFIA
85
Cantor Fitzgerald Investment Advisors
New York
$271K
II
86
Impact Investors
California
$264K
CA
87
Capital Advantage
California
$262K
MSWA
88
Marshall & Sterling Wealth Advisors
New York
$254K
SWA
89
Sax Wealth Advisors
New Jersey
$247K
WC
90
Weil Company
California
$243K
FNC
91
First National Corp
Massachusetts
$240K
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
$239K
CASB
93
Cape Ann Savings Bank
Massachusetts
$232K
FC
94
Financial Council
Maryland
$207K
AAP
95
Arax Advisory Partners
Colorado
$196K
RL
96
Rogco LP
Oklahoma
$192K
SC
97
Stephens Consulting
Michigan
$124K
MJRIC
98
Mogy Joel R Investment Counsel
California
$117K
AIA
99
Arcadia Investment Advisors
Idaho
$109K
PWM
100
Parkworth Wealth Management
California
$101K