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iShares ESG Screened S&P Mid-Cap ETF

149 hedge funds and large institutions have $219M invested in iShares ESG Screened S&P Mid-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 56 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
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 Sellers

1 -$4.03M
2 -$1.94M
3 -$971K
4
Bessemer Group
Bessemer Group
New Jersey
-$912K
5
Jane Street
Jane Street
New York
-$508K
Name Holding Trade Value Shares
Change
Change in
Stake
HAP
126
Harbor Asset Planning
Massachusetts
$36.2K
WFA
127
Wells Financial Advisors
Massachusetts
$35.1K
WOSD
128
WFA of San Diego
California
$34.7K
Deutsche Bank
129
Deutsche Bank
Germany
$34K
FVIM
130
Fort Vancouver Investment Management
Washington
$33.9K
WTC
131
WhitTier Trust Company
Nevada
$31.3K
AA
132
Addison Advisors
Vermont
$30.7K
GIA
133
GHP Investment Advisors
Colorado
$29.8K
KFI
134
Key Financial Inc
Pennsylvania
$14.5K
JP Morgan Chase
135
JP Morgan Chase
New York
$13.3K
1NWS
136
1 North Wealth Services
Maryland
$10.7K
RPA
137
Redwood Park Advisors
California
$9.22K
IA
138
IFP Advisors
Florida
$8.64K
AF
139
Allworth Financial
California
$5.4K
MIA
140
Milestone Investment Advisors
Wisconsin
$5.26K
FRA
141
Front Row Advisors
California
$4.38K
SWM
142
Spire Wealth Management
Virginia
$3.68K
MEG
143
Millstone Evans Group
Colorado
$2.98K
PS
144
Principal Securities
Iowa
$2.81K
AssetMark Inc
145
AssetMark Inc
California
$1.75K
CIAS
146
CBIZ Investment Advisory Services
Ohio
$1.05K
AW
147
Avion Wealth
Texas
$1K
RF
148
Rossby Financial
Florida
$571
UFAC
149
Urban Financial Advisory Corp
Illinois
$37
Thrivent Financial for Lutherans
150
Thrivent Financial for Lutherans
Minnesota