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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
+17
Holders Change %
+12.32%
% of All Funds
2.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
69
Reduced
37
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FUBT
101
First United Bank & Trust
Maryland
$246K -$158K -3,805 -39%
MSWA
102
Marshall & Sterling Wealth Advisors
New York
$237K -$32.1K -776 -12%
FC
103
Financial Council
Maryland
$220K +$166 +4 +0.1%
SS
104
Sound Stewardship
Kansas
$220K +$220K +5,301 New
SEIA
105
Signature Estate & Investment Advisors
California
$214K +$214K +5,147 New
RL
106
Rogco LP
Oklahoma
$204K +$415 +10 +0.2%
CWA
107
Crux Wealth Advisors
California
$202K -$936K -22,545 -82%
GRP
108
Global Retirement Partners
California
$187K +$187K +4,517 New
ADL
109
Asset Dedication LLC
California
$153K +$94K +2,265 +159%
SC
110
Stephens Consulting
Michigan
$129K -$3.11K -75 -2%
MJRIC
111
Mogy Joel R Investment Counsel
California
$125K
AIA
112
Arcadia Investment Advisors
Idaho
$117K +$1.33K +32 +1%
AAP
113
Arax Advisory Partners
Colorado
$110K -$98.3K -2,369 -47%
PWM
114
Parkworth Wealth Management
California
$108K +$332 +8 +0.3%
LFG
115
Larson Financial Group
Missouri
$105K +$1.04K +25 +1%
WTFG
116
Wood Tarver Financial Group
Idaho
$101K +$496 +12 +0.5%
AIA
117
Armor Investment Advisors
North Carolina
$92.4K
MWM
118
Mascoma Wealth Management
New Hampshire
$82.7K -$6.1K -147 -7%
Morgan Stanley
119
Morgan Stanley
New York
$81.4K +$18.3K +442 +29%
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$73K
RDFA
121
Ritter Daniher Financial Advisory
Ohio
$66.4K
NRG
122
Nemes Rush Group
Michigan
$54.2K +$166 +4 +0.3%
Deutsche Bank
123
Deutsche Bank
Germany
$48.8K +$41.5K +1,000 +571%
AAG
124
Armstrong Advisory Group
Massachusetts
$48.1K +$6.35K +153 +15%
HDIM
125
Hanson & Doremus Investment Management
Vermont
$46K