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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
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 Buyers

1 +$5.67M
2 +$4.03M
3 +$2.19M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.94M
5
Mariner
Mariner
Kansas
+$1.41M
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
76
Integrated Wealth Concepts
Massachusetts
$471K
DC
77
Davenport & Co
Virginia
$461K
CAL
78
Capital Analysts LLC
Pennsylvania
$445K
PFA
79
Pathway Financial Advisors
Vermont
$438K
GLA
80
Good Life Advisors
Pennsylvania
$417K
Truist Financial
81
Truist Financial
North Carolina
$412K
WC
82
Weil Company
California
$383K
BFS
83
Bradley Foster & Sargent
Connecticut
$373K
CPIG
84
Chicago Partners Investment Group
Illinois
$364K
NCM
85
Novare Capital Management
North Carolina
$362K
JAA
86
Joel Adams & Associates
North Carolina
$351K
TFO
87
Tarbox Family Office
California
$345K
AF
88
Amara Financial
California
$339K
ACM
89
Armbruster Capital Management
New York
$339K
AA
90
Alesco Advisors
New York
$321K
PI
91
PFG Investments
New York
$317K
EC
92
Estate Counselors
Wisconsin
$307K
MCM
93
MAI Capital Management
Ohio
$301K
CFIA
94
Cantor Fitzgerald Investment Advisors
New York
$285K
II
95
Impact Investors
California
$283K
FNC
96
First National Corp
Massachusetts
$269K
SWA
97
Sax Wealth Advisors
New Jersey
$263K
FFS
98
Fortress Financial Solutions
Arizona
$258K
MML Investors Services
99
MML Investors Services
Massachusetts
$251K
CASB
100
Cape Ann Savings Bank
Massachusetts
$251K