XJH icon

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
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 +$5.67M
2 +$4.03M
3 +$2.19M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.94M
5
Mariner
Mariner
Kansas
+$1.41M
Name Holding Trade Value Shares
Change
Change in
Stake
FUBT
101
First United Bank & Trust
Maryland
$246K
MSWA
102
Marshall & Sterling Wealth Advisors
New York
$237K
FC
103
Financial Council
Maryland
$220K
SS
104
Sound Stewardship
Kansas
$220K
SEIA
105
Signature Estate & Investment Advisors
California
$214K
RL
106
Rogco LP
Oklahoma
$204K
CWA
107
Crux Wealth Advisors
California
$202K
GRP
108
Global Retirement Partners
California
$187K
ADL
109
Asset Dedication LLC
California
$153K
SC
110
Stephens Consulting
Michigan
$129K
MJRIC
111
Mogy Joel R Investment Counsel
California
$125K
AIA
112
Arcadia Investment Advisors
Idaho
$117K
AAP
113
Arax Advisory Partners
Colorado
$110K
PWM
114
Parkworth Wealth Management
California
$108K
LFG
115
Larson Financial Group
Missouri
$105K
WTFG
116
Wood Tarver Financial Group
Idaho
$101K
AIA
117
Armor Investment Advisors
North Carolina
$92.4K
MWM
118
Mascoma Wealth Management
New Hampshire
$82.7K
Morgan Stanley
119
Morgan Stanley
New York
$81.4K
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
Deutsche Bank
123
Deutsche Bank
Germany
$48.8K
AAG
124
Armstrong Advisory Group
Massachusetts
$48.1K
HDIM
125
Hanson & Doremus Investment Management
Vermont
$46K