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iShares ESG Screened S&P Mid-Cap ETF

155 hedge funds and large institutions have $207M invested in iShares ESG Screened S&P Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 69 increasing their positions, 37 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
+17
Holders Change %
+12.32%
% of All Funds
2.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
69
Reduced
37
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ME
126
McIlrath & Eck
Washington
$44.9K
BMM
127
Berkshire Money Management
Massachusetts
$41.5K +$41.5K +1,000 New
CSC
128
Caldwell Sutter Capital
California
$41.1K
BCWM
129
Bartlett & Co Wealth Management
Ohio
$40K
VNA
130
Valley National Advisers
Pennsylvania
$40K +$40K +971 New
US Bancorp
131
US Bancorp
Minnesota
$36K -$13.2K -319 -27%
Fidelity Investments
132
Fidelity Investments
Massachusetts
$35.8K
ST
133
Smithfield Trust
Pennsylvania
$35K
HAP
134
Harbor Asset Planning
Massachusetts
$34.1K +$34.1K +823 New
WFA
135
Wells Financial Advisors
Massachusetts
$33.2K
WOSD
136
WFA of San Diego
California
$32.8K +$32.8K +791 New
FVIM
137
Fort Vancouver Investment Management
Washington
$32.1K +$2.03K +49 +7%
WTC
138
WhitTier Trust Company
Nevada
$29.5K
AA
139
Addison Advisors
Vermont
$29.1K
GIA
140
GHP Investment Advisors
Colorado
$28.1K +$83 +2 +0.3%
JPMorgan Chase & Co
141
JPMorgan Chase & Co
New York
$24.7K +$17.9K +432 +267%
KFI
142
Key Financial Inc
Pennsylvania
$13.7K
IA
143
IFP Advisors
Florida
$11.3K +$1.7K +41 +18%
1NWS
144
1 North Wealth Services
Maryland
$10.2K
RPA
145
Redwood Park Advisors
California
$8.7K +$41 +1 +0.5%
National Bank of Canada
146
National Bank of Canada
Quebec, Canada
$6.53K
AF
147
Allworth Financial
California
$5.09K +$41 +1 +0.8%
MIA
148
Milestone Investment Advisors
Wisconsin
$4.98K
SWM
149
Spire Wealth Management
Virginia
$3.49K
AAS
150
Ameritas Advisory Services
Nebraska
$3.32K +$3.32K +80 New