XJH icon

iShares ESG Screened S&P Mid-Cap ETF

177 hedge funds and large institutions have $248M invested in iShares ESG Screened S&P Mid-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 76 increasing their positions, 44 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
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 Buyers

1 +$6.22M
2 +$5.4M
3 +$1.69M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.48M
5
Creative Planning
Creative Planning
Kansas
+$1.35M

Top Sellers

1 -$5.09M
2 -$4.66M
3 -$1.68M
4
Goldman Sachs
Goldman Sachs
New York
-$1.38M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$1.29M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
151
Addison Advisors
Vermont
$31.8K
GIA
152
GHP Investment Advisors
Colorado
$31K
SAM
153
Sherman Asset Management
California
$30.9K
WWM
154
Western Wealth Management
Colorado
$28.3K
MFP
155
Meramec Financial Planners
Missouri
$27.2K
BFP
156
Birchwood Financial Partners
Minnesota
$26.4K
Deutsche Bank
157
Deutsche Bank
Germany
$25K
BlackRock
158
BlackRock
New York
$19.4K
KFI
159
Key Financial Inc
Pennsylvania
$15K
RF
160
Rossby Financial
Florida
$13.4K
IA
161
IFP Advisors
Florida
$11.3K
1NWS
162
1 North Wealth Services
Maryland
$11.1K
GFA
163
Godfrey Financial Associates
New York
$9.8K
RPA
164
Redwood Park Advisors
California
$9.6K
National Bank of Canada
165
National Bank of Canada
Quebec, Canada
$6.29K
Wells Fargo
166
Wells Fargo
California
$6.22K
AF
167
Allworth Financial
California
$5.62K
MIA
168
Milestone Investment Advisors
Wisconsin
$5.45K
TCM
169
Triumph Capital Management
Colorado
$5.44K
FRA
170
Front Row Advisors
California
$4.54K
SWM
171
Spire Wealth Management
Virginia
$3.81K
MEG
172
Millstone Evans Group
Colorado
$3.08K
CB
173
Community Bank
New York
$2.63K
AssetMark Inc
174
AssetMark Inc
California
$1.32K
CIAS
175
CBIZ Investment Advisory Services
Ohio
$1.13K