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iShares ESG Screened S&P Mid-Cap ETF

171 hedge funds and large institutions have $243M invested in iShares ESG Screened S&P Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 44 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
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
CA
101
Capital Advantage
California
$247K
PWC
102
Pathfinder Wealth Consulting
North Carolina
$246K
SWA
103
Sax Wealth Advisors
New Jersey
$245K
SS
104
Sound Stewardship
Kansas
$244K
MSWA
105
Marshall & Sterling Wealth Advisors
New York
$237K
FC
106
Financial Council
Maryland
$231K
RW
107
Rede Wealth
Virginia
$230K
TPF
108
Tribridge Partners Financial
Maryland
$229K
TFA
109
TPG Financial Advisors
Oregon
$228K
FFA
110
Farther Finance Advisors
California
$220K
RL
111
Rogco LP
Oklahoma
$220K
MFS
112
McNamara Financial Services
Massachusetts
$212K
FFP
113
Freedom Financial Partners
Minnesota
$210K
KAS
114
Kestra Advisory Services
Texas
$202K
ME
115
McIlrath & Eck
Washington
$197K
LFG
116
Larson Financial Group
Missouri
$170K
HBT
117
Hills Bank & Trust
Iowa
$156K
MWM
118
Mascoma Wealth Management
New Hampshire
$150K
FUBT
119
First United Bank & Trust
Maryland
$135K
MJRIC
120
Mogy Joel R Investment Counsel
California
$134K
AIA
121
Arcadia Investment Advisors
Idaho
$127K
SC
122
Stephens Consulting
Michigan
$123K
AAP
123
Arax Advisory Partners
Colorado
$118K
GRP
124
Global Retirement Partners
California
$115K
BA
125
Blueline Advisors
New Hampshire
$99.5K