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iShares ESG Screened S&P Mid-Cap ETF

177 hedge funds and large institutions have $248M invested in iShares ESG Screened S&P Mid-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 76 increasing their positions, 44 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
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 +$6.22M
2 +$5.4M
3 +$1.69M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.48M
5
Creative Planning
Creative Planning
Kansas
+$1.35M

Top Sellers

1 -$5.09M
2 -$4.66M
3 -$1.68M
4
Goldman Sachs
Goldman Sachs
New York
-$1.38M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$1.29M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$301K
FFS
102
Fortress Financial Solutions
Arizona
$296K
JAA
103
Joel Adams & Associates
North Carolina
$293K
MML Investors Services
104
MML Investors Services
Massachusetts
$285K
COCM
105
Charter Oak Capital Management
New Hampshire
$280K
CASB
106
Cape Ann Savings Bank
Massachusetts
$277K
FFP
107
Freedom Financial Partners
Minnesota
$264K
LPAM
108
Lodestar Private Asset Management
California
$263K
CA
109
Capital Advantage
California
$251K
PWC
110
Pathfinder Wealth Consulting
North Carolina
$250K
SWA
111
Sax Wealth Advisors
New Jersey
$245K
MSWA
112
Marshall & Sterling Wealth Advisors
New York
$244K
TFA
113
TPG Financial Advisors
Oregon
$243K
SS
114
Sound Stewardship
Kansas
$235K
FC
115
Financial Council
Maryland
$234K
MA
116
Mutual Advisors
Nebraska
$232K
EIG
117
Ellenbecker Investment Group
Wisconsin
$220K
GF
118
GGM Financials
Ohio
$214K
RL
119
Rogco LP
Oklahoma
$214K
RW
120
Rede Wealth
Virginia
$209K
NCM
121
Novare Capital Management
North Carolina
$206K
ME
122
McIlrath & Eck
Washington
$199K
LFG
123
Larson Financial Group
Missouri
$173K
HBT
124
Hills Bank & Trust
Iowa
$148K
MWM
125
Mascoma Wealth Management
New Hampshire
$145K