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iShares ESG Screened S&P Mid-Cap ETF

178 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, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
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
MWM
126
Mascoma Wealth Management
New Hampshire
$145K
FUBT
127
First United Bank & Trust
Maryland
$136K
MJRIC
128
Mogy Joel R Investment Counsel
California
$136K
CAM
129
Clarity Asset Management
Iowa
$134K
AIA
130
Arcadia Investment Advisors
Idaho
$129K
AAP
131
Arax Advisory Partners
Colorado
$120K
BA
132
Blueline Advisors
New Hampshire
$96.8K
Morgan Stanley
133
Morgan Stanley
New York
$95.7K
AIA
134
Armor Investment Advisors
North Carolina
$95.4K
JP Morgan Chase
135
JP Morgan Chase
New York
$89.3K
NRG
136
Nemes Rush Group
Michigan
$88.4K
HDIM
137
Hanson & Doremus Investment Management
Vermont
$87K
MWA
138
Medallion Wealth Advisors
Connecticut
$81.9K
ST
139
Smithfield Trust
Pennsylvania
$68K
GKIM
140
GW&K Investment Management
Massachusetts
$60K
RDFA
141
Ritter Daniher Financial Advisory
Ohio
$59.7K
AAG
142
Armstrong Advisory Group
Massachusetts
$51K
CSC
143
Caldwell Sutter Capital
California
$45K
VNA
144
Valley National Advisers
Pennsylvania
$44K
Fidelity Investments
145
Fidelity Investments
Massachusetts
$41.2K
CI
146
Corient IA
Florida
$40.8K
US Bancorp
147
US Bancorp
Minnesota
$39.3K
HAP
148
Harbor Asset Planning
Massachusetts
$37.7K
WOSD
149
WFA of San Diego
California
$35.9K
FVIM
150
Fort Vancouver Investment Management
Washington
$35.4K