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iShares ESG Screened S&P Mid-Cap ETF

138 hedge funds and large institutions have $177M invested in iShares ESG Screened S&P Mid-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 63 increasing their positions, 37 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
Holders Change %
0%
% of All Funds
1.87%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
63
Reduced
37
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LFG
101
Larson Financial Group
Missouri
$98.2K +$9.57K +245 +11%
WTFG
102
Wood Tarver Financial Group
Idaho
$94.9K +$391 +10 +0.4%
UFAC
103
Urban Financial Advisory Corp
Illinois
$93.7K +$234 +6 +0.3%
AIA
104
Armor Investment Advisors
North Carolina
$87K
MWM
105
Mascoma Wealth Management
New Hampshire
$83.7K -$10.6K -272 -11%
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$69K
RDFA
107
Ritter Daniher Financial Advisory
Ohio
$62.5K +$62.5K +1,600 New
Morgan Stanley
108
Morgan Stanley
New York
$59.4K +$156 +4 +0.3%
ADL
109
Asset Dedication LLC
California
$55.7K -$23K -589 -29%
NRG
110
Nemes Rush Group
Michigan
$50.8K +$117 +3 +0.2%
US Bancorp
111
US Bancorp
Minnesota
$46.3K
HDIM
112
Hanson & Doremus Investment Management
Vermont
$44K +$1.34K +34 +3%
ME
113
McIlrath & Eck
Washington
$42.3K
AAG
114
Armstrong Advisory Group
Massachusetts
$42.1K
CSC
115
Caldwell Sutter Capital
California
$38.7K
BCWM
116
Bartlett & Co Wealth Management
Ohio
$37.7K +$4.49K +115 +14%
Fidelity Investments
117
Fidelity Investments
Massachusetts
$33.7K
ST
118
Smithfield Trust
Pennsylvania
$33K
WFA
119
Wells Financial Advisors
Massachusetts
$31.3K
FVIM
120
Fort Vancouver Investment Management
Washington
$28.3K +$4.02K +103 +17%
WTC
121
WhitTier Trust Company
Nevada
$27.7K
AA
122
Addison Advisors
Vermont
$27.3K
GIA
123
GHP Investment Advisors
Colorado
$26.4K +$78 +2 +0.3%
KFI
124
Key Financial Inc
Pennsylvania
$12.9K
1NWS
125
1 North Wealth Services
Maryland
$9.57K +$9.57K +245 New