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iShares ESG Screened S&P Mid-Cap ETF

171 hedge funds and large institutions have $243M invested in iShares ESG Screened S&P Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 44 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
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
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
126
Armor Investment Advisors
North Carolina
$93.9K
Morgan Stanley
127
Morgan Stanley
New York
$88.1K
HDIM
128
Hanson & Doremus Investment Management
Vermont
$85K
Rockefeller Capital Management
129
Rockefeller Capital Management
New York
$80.8K
NRG
130
Nemes Rush Group
Michigan
$57.8K
RDFA
131
Ritter Daniher Financial Advisory
Ohio
$53.4K
MFP
132
Meramec Financial Planners
Missouri
$52.9K
AAG
133
Armstrong Advisory Group
Massachusetts
$52.6K
CSC
134
Caldwell Sutter Capital
California
$44.2K
VNA
135
Valley National Advisers
Pennsylvania
$43K
ST
136
Smithfield Trust
Pennsylvania
$43K
FWP
137
FAS Wealth Partners
Kansas
$39.9K
US Bancorp
138
US Bancorp
Minnesota
$38.7K
BCWM
139
Bartlett & Co Wealth Management
Ohio
$38K
Fidelity Investments
140
Fidelity Investments
Massachusetts
$37.8K
HAP
141
Harbor Asset Planning
Massachusetts
$37K
WFA
142
Wells Financial Advisors
Massachusetts
$35.7K
WOSD
143
WFA of San Diego
California
$35.3K
FVIM
144
Fort Vancouver Investment Management
Washington
$34.8K
SAM
145
Sherman Asset Management
California
$33.1K
WTC
146
WhitTier Trust Company
Nevada
$33.1K
AA
147
Addison Advisors
Vermont
$31.3K
CIBC Private Wealth Group
148
CIBC Private Wealth Group
Georgia
$30.7K
GIA
149
GHP Investment Advisors
Colorado
$30.5K
BFP
150
Birchwood Financial Partners
Minnesota
$25.9K