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iShares ESG Screened S&P Mid-Cap ETF

149 hedge funds and large institutions have $219M invested in iShares ESG Screened S&P Mid-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 56 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
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 Sellers

1 -$4.03M
2 -$1.94M
3 -$988K
4
Bessemer Group
Bessemer Group
New Jersey
-$912K
5
Jane Street
Jane Street
New York
-$508K
Name Holding Trade Value Shares
Change
Change in
Stake
FFP
101
Freedom Financial Partners
Minnesota
$205K
SF
102
Synovus Financial
Georgia
$202K
TFA
103
TPG Financial Advisors
Oregon
$202K
MWM
104
Mascoma Wealth Management
New Hampshire
$147K
HBT
105
Hills Bank & Trust
Iowa
$143K
GRP
106
Global Retirement Partners
California
$138K
ME
107
McIlrath & Eck
Washington
$136K
MJRIC
108
Mogy Joel R Investment Counsel
California
$132K
AIA
109
Arcadia Investment Advisors
Idaho
$124K
SC
110
Stephens Consulting
Michigan
$124K
LFG
111
Larson Financial Group
Missouri
$111K
Morgan Stanley
112
Morgan Stanley
New York
$86.2K
HDIM
113
Hanson & Doremus Investment Management
Vermont
$84K
Rockefeller Capital Management
114
Rockefeller Capital Management
New York
$79.4K
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$77K
AIA
116
Armor Investment Advisors
North Carolina
$60.1K
NRG
117
Nemes Rush Group
Michigan
$57K
RDFA
118
Ritter Daniher Financial Advisory
Ohio
$52.4K
AAG
119
Armstrong Advisory Group
Massachusetts
$50.6K
CSC
120
Caldwell Sutter Capital
California
$43.5K
Fidelity Investments
121
Fidelity Investments
Massachusetts
$42.7K
BCWM
122
Bartlett & Co Wealth Management
Ohio
$42.3K
VNA
123
Valley National Advisers
Pennsylvania
$42K
US Bancorp
124
US Bancorp
Minnesota
$38K
ST
125
Smithfield Trust
Pennsylvania
$37K