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iShares ESG Screened S&P Mid-Cap ETF

173 hedge funds and large institutions have $245M invested in iShares ESG Screened S&P Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 70 increasing their positions, 44 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
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
Name Holding Trade Value Shares
Change
Change in
Stake
FFS
101
Fortress Financial Solutions
Arizona
$248K
CA
102
Capital Advantage
California
$247K
PWC
103
Pathfinder Wealth Consulting
North Carolina
$246K
SWA
104
Sax Wealth Advisors
New Jersey
$245K
SS
105
Sound Stewardship
Kansas
$244K
MSWA
106
Marshall & Sterling Wealth Advisors
New York
$237K
FC
107
Financial Council
Maryland
$231K
RW
108
Rede Wealth
Virginia
$230K
TPF
109
Tribridge Partners Financial
Maryland
$229K
TFA
110
TPG Financial Advisors
Oregon
$228K
FFA
111
Farther Finance Advisors
California
$220K
RL
112
Rogco LP
Oklahoma
$220K
MFS
113
McNamara Financial Services
Massachusetts
$212K
FFP
114
Freedom Financial Partners
Minnesota
$210K
KAS
115
Kestra Advisory Services
Texas
$202K
ME
116
McIlrath & Eck
Washington
$197K
LFG
117
Larson Financial Group
Missouri
$170K
HBT
118
Hills Bank & Trust
Iowa
$156K
MWM
119
Mascoma Wealth Management
New Hampshire
$150K
FUBT
120
First United Bank & Trust
Maryland
$135K
MJRIC
121
Mogy Joel R Investment Counsel
California
$134K
AIA
122
Arcadia Investment Advisors
Idaho
$127K
SC
123
Stephens Consulting
Michigan
$123K
AAP
124
Arax Advisory Partners
Colorado
$118K
GRP
125
Global Retirement Partners
California
$115K