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iShares ESG Screened S&P Mid-Cap ETF

155 hedge funds and large institutions have $207M 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, 69 increasing their positions, 37 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
+17
Holders Change %
+12.32%
% of All Funds
2.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
69
Reduced
37
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IWC
76
Integrated Wealth Concepts
Massachusetts
$471K +$98.5K +2,373 +26%
DC
77
Davenport & Co
Virginia
$461K +$24.1K +581 +6%
CAL
78
Capital Analysts LLC
Pennsylvania
$445K -$3.4K -82 -0.8%
PFA
79
Pathway Financial Advisors
Vermont
$438K
GLA
80
Good Life Advisors
Pennsylvania
$417K +$11.5K +278 +3%
Truist Financial
81
Truist Financial
North Carolina
$412K +$14.9K +358 +4%
WC
82
Weil Company
California
$383K +$125K +3,011 +48%
BFS
83
Bradley Foster & Sargent
Connecticut
$373K +$373K +8,991 New
CPIG
84
Chicago Partners Investment Group
Illinois
$364K -$7.94K -184 -2%
NCM
85
Novare Capital Management
North Carolina
$362K +$362K +8,712 New
JAA
86
Joel Adams & Associates
North Carolina
$351K +$351K +8,456 New
TFO
87
Tarbox Family Office
California
$345K -$16.7K -402 -5%
AF
88
Amara Financial
California
$339K -$64.2K -1,548 -16%
ACM
89
Armbruster Capital Management
New York
$339K +$20.8K +500 +7%
AA
90
Alesco Advisors
New York
$321K +$3.86K +93 +1%
PI
91
PFG Investments
New York
$317K +$21.6K +520 +7%
EC
92
Estate Counselors
Wisconsin
$307K +$307K +7,390 New
MCM
93
MAI Capital Management
Ohio
$301K +$10.4K +250 +4%
CFIA
94
Cantor Fitzgerald Investment Advisors
New York
$285K -$3.15K -76 -1%
II
95
Impact Investors
California
$283K +$2.74K +66 +1%
FNC
96
First National Corp
Massachusetts
$269K +$13.4K +322 +5%
SWA
97
Sax Wealth Advisors
New Jersey
$263K
FFS
98
Fortress Financial Solutions
Arizona
$258K +$258K +6,223 New
MML Investors Services
99
MML Investors Services
Massachusetts
$251K -$112K -2,689 -31%
CASB
100
Cape Ann Savings Bank
Massachusetts
$251K +$4.15K +100 +2%