XJH icon

iShares ESG Screened S&P Mid-Cap ETF

173 hedge funds and large institutions have $245M invested in iShares ESG Screened S&P Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 70 increasing their positions, 44 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
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
BA
126
Blueline Advisors
New Hampshire
$99.5K
AIA
127
Armor Investment Advisors
North Carolina
$93.9K
Morgan Stanley
128
Morgan Stanley
New York
$88.1K
HDIM
129
Hanson & Doremus Investment Management
Vermont
$85K
Rockefeller Capital Management
130
Rockefeller Capital Management
New York
$80.8K
MWA
131
Medallion Wealth Advisors
Connecticut
$78.5K
NRG
132
Nemes Rush Group
Michigan
$57.8K
RDFA
133
Ritter Daniher Financial Advisory
Ohio
$53.4K
MFP
134
Meramec Financial Planners
Missouri
$52.9K
AAG
135
Armstrong Advisory Group
Massachusetts
$52.6K
CSC
136
Caldwell Sutter Capital
California
$44.2K
VNA
137
Valley National Advisers
Pennsylvania
$43K
ST
138
Smithfield Trust
Pennsylvania
$43K
FWP
139
FAS Wealth Partners
Kansas
$39.9K
US Bancorp
140
US Bancorp
Minnesota
$38.7K
BCWM
141
Bartlett & Co Wealth Management
Ohio
$38K
Fidelity Investments
142
Fidelity Investments
Massachusetts
$37.8K
HAP
143
Harbor Asset Planning
Massachusetts
$37K
WFA
144
Wells Financial Advisors
Massachusetts
$35.7K
WOSD
145
WFA of San Diego
California
$35.3K
FVIM
146
Fort Vancouver Investment Management
Washington
$34.8K
SAM
147
Sherman Asset Management
California
$33.1K
WTC
148
WhitTier Trust Company
Nevada
$33.1K
AA
149
Addison Advisors
Vermont
$31.3K
CIBC Private Wealth Group
150
CIBC Private Wealth Group
Georgia
$30.7K