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iShares ESG Screened S&P Mid-Cap ETF

177 hedge funds and large institutions have $248M invested in iShares ESG Screened S&P Mid-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 76 increasing their positions, 44 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
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 +$6.22M
2 +$5.4M
3 +$1.69M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.48M
5
Creative Planning
Creative Planning
Kansas
+$1.35M

Top Sellers

1 -$5.09M
2 -$4.66M
3 -$1.68M
4
Goldman Sachs
Goldman Sachs
New York
-$1.38M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$1.29M
Name Holding Trade Value Shares
Change
Change in
Stake
OL
76
Optas LLC
Texas
$515K
PFA
77
Pathway Financial Advisors
Vermont
$491K
WC
78
Weil Company
California
$477K
BCWM
79
Bartlett & Co Wealth Management
Ohio
$476K
MCWS
80
McKinley Carter Wealth Services
West Virginia
$467K
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
$443K
CPIG
82
Chicago Partners Investment Group
Illinois
$437K
ACM
83
Armbruster Capital Management
New York
$419K
HAIM
84
Hunter Associates Investment Management
Pennsylvania
$417K
Cerity Partners
85
Cerity Partners
New York
$412K
BFS
86
Bradley Foster & Sargent
Connecticut
$407K
MPWS
87
McCarter Private Wealth Services
Massachusetts
$407K
FCA
88
Fortis Capital Advisors
Kansas
$407K
BAM
89
Belpointe Asset Management
Nevada
$407K
FFA
90
Farther Finance Advisors
California
$404K
WIA
91
Westview Investment Advisors
Vermont
$401K
MFS
92
McNamara Financial Services
Massachusetts
$390K
TFO
93
Tarbox Family Office
California
$382K
HAG
94
HighPoint Advisor Group
Illinois
$354K
PI
95
PFG Investments
New York
$349K
WAM
96
Weinberger Asset Management
California
$347K
TPF
97
Tribridge Partners Financial
Maryland
$347K
MCM
98
MAI Capital Management
Ohio
$326K
CFIA
99
Cantor Fitzgerald Investment Advisors
New York
$317K
II
100
Impact Investors
California
$312K