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iShares ESG Screened S&P Mid-Cap ETF

171 hedge funds and large institutions have $243M invested in iShares ESG Screened S&P Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 44 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
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
WC
76
Weil Company
California
$454K
HAIM
77
Hunter Associates Investment Management
Pennsylvania
$411K
IWC
78
Integrated Wealth Concepts
Massachusetts
$406K
CPIG
79
Chicago Partners Investment Group
Illinois
$406K
BFS
80
Bradley Foster & Sargent
Connecticut
$396K
NCM
81
Novare Capital Management
North Carolina
$370K
JAA
82
Joel Adams & Associates
North Carolina
$368K
ACM
83
Armbruster Capital Management
New York
$365K
AF
84
Amara Financial
California
$364K
TFO
85
Tarbox Family Office
California
$358K
MPWS
86
McCarter Private Wealth Services
Massachusetts
$347K
AA
87
Alesco Advisors
New York
$346K
PI
88
PFG Investments
New York
$343K
MCM
89
MAI Capital Management
Ohio
$333K
WIA
90
Westview Investment Advisors
Vermont
$313K
ADL
91
Asset Dedication LLC
California
$311K
CFIA
92
Cantor Fitzgerald Investment Advisors
New York
$311K
II
93
Impact Investors
California
$301K
OL
94
Optas LLC
Texas
$299K
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$296K
MML Investors Services
96
MML Investors Services
Massachusetts
$289K
COCM
97
Charter Oak Capital Management
New Hampshire
$270K
CASB
98
Cape Ann Savings Bank
Massachusetts
$265K
LPAM
99
Lodestar Private Asset Management
California
$260K
FFS
100
Fortress Financial Solutions
Arizona
$248K