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iShares ESG Screened S&P Mid-Cap ETF

148 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
148
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 -$988K
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
Deutsche Bank
128
Deutsche Bank
Germany
$34K
FVIM
129
Fort Vancouver Investment Management
Washington
$33.9K
WTC
130
WhitTier Trust Company
Nevada
$31.3K
AA
131
Addison Advisors
Vermont
$30.7K
GIA
132
GHP Investment Advisors
Colorado
$29.8K
KFI
133
Key Financial Inc
Pennsylvania
$14.5K
JP Morgan Chase
134
JP Morgan Chase
New York
$13.3K
1NWS
135
1 North Wealth Services
Maryland
$10.7K
RPA
136
Redwood Park Advisors
California
$9.22K
IA
137
IFP Advisors
Florida
$8.65K
AF
138
Allworth Financial
California
$5.4K
MIA
139
Milestone Investment Advisors
Wisconsin
$5.26K
FRA
140
Front Row Advisors
California
$4.38K
SWM
141
Spire Wealth Management
Virginia
$3.68K
MEG
142
Millstone Evans Group
Colorado
$2.98K
PS
143
Principal Securities
Iowa
$2.81K
AssetMark Inc
144
AssetMark Inc
California
$1.75K
CIAS
145
CBIZ Investment Advisory Services
Ohio
$1.05K
AW
146
Avion Wealth
Texas
$1K
RF
147
Rossby Financial
Florida
$571
UFAC
148
Urban Financial Advisory Corp
Illinois
$37
Thrivent Financial for Lutherans
149
Thrivent Financial for Lutherans
Minnesota
DL
150
DOHJ LLC
Washington