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iShares ESG Screened S&P Mid-Cap ETF

138 hedge funds and large institutions have $177M invested in iShares ESG Screened S&P Mid-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 63 increasing their positions, 37 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
Holders Change %
0%
% of All Funds
1.87%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
63
Reduced
37
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IA
126
IFP Advisors
Florida
$9.03K +$2.93K +75 +48%
RPA
127
Redwood Park Advisors
California
$8.17K
Deutsche Bank
128
Deutsche Bank
Germany
$6.84K -$32.2K -825 -83%
JPMorgan Chase & Co
129
JPMorgan Chase & Co
New York
$6.34K -$3.6K -92 -36%
National Bank of Canada
130
National Bank of Canada
Quebec, Canada
$6.16K +$6.16K +160 New
MIA
131
Milestone Investment Advisors
Wisconsin
$4.69K
AF
132
Allworth Financial
California
$4.66K
POIA
133
Pin Oak Investment Advisors
Texas
$4K
SWM
134
Spire Wealth Management
Virginia
$3.28K
PS
135
Principal Securities
Iowa
$2.22K
AssetMark Inc
136
AssetMark Inc
California
$1.45K -$13.2K -339 -90%
AW
137
Avion Wealth
Texas
$1K
CIAS
138
CBIZ Investment Advisory Services
Ohio
$899
Jane Street
139
Jane Street
New York
-$688K -16,444 Closed
CAPTRUST Financial Advisors
140
CAPTRUST Financial Advisors
North Carolina
-$481K -11,487 Closed
WI
141
WrapManager Inc
California
-$303K -7,251 Closed
RCG
142
Regatta Capital Group
California
-$233K -5,580 Closed
NCM
143
Novare Capital Management
North Carolina
-$233K -5,560 Closed
JF
144
JSF Financial
California
-$213K -5,089 Closed
OC
145
Oarsman Capital
Wisconsin
-$21.6K -517 Closed
AWM
146
Avior Wealth Management
Nebraska
-$3.97K -95 Closed