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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
GIA
151
GHP Investment Advisors
Colorado
$30.5K
BFP
152
Birchwood Financial Partners
Minnesota
$25.9K
Wells Fargo
153
Wells Fargo
California
$25.9K
JP Morgan Chase
154
JP Morgan Chase
New York
$22.7K
KFI
155
Key Financial Inc
Pennsylvania
$14.7K
Deutsche Bank
156
Deutsche Bank
Germany
$11.2K
IA
157
IFP Advisors
Florida
$11.2K
1NWS
158
1 North Wealth Services
Maryland
$10.9K
RPA
159
Redwood Park Advisors
California
$9.43K
GFA
160
Godfrey Financial Associates
New York
$8.52K
AF
161
Allworth Financial
California
$5.52K
MIA
162
Milestone Investment Advisors
Wisconsin
$5.36K
TCM
163
Triumph Capital Management
Colorado
$5.36K
FRA
164
Front Row Advisors
California
$4.46K
SWM
165
Spire Wealth Management
Virginia
$3.75K
MEG
166
Millstone Evans Group
Colorado
$3.04K
CB
167
Community Bank
New York
$2.59K
AssetMark Inc
168
AssetMark Inc
California
$1.34K
UBS Group
169
UBS Group
Switzerland
$1.21K
CIAS
170
CBIZ Investment Advisory Services
Ohio
$1.12K
AW
171
Avion Wealth
Texas
$1K
RF
172
Rossby Financial
Florida
$580
UFAC
173
Urban Financial Advisory Corp
Illinois
$38
SEIA
174
Signature Estate & Investment Advisors
California
PS
175
Principal Securities
Iowa