XJH icon

iShares ESG Screened S&P Mid-Cap ETF

138 hedge funds and large institutions have $177M invested in iShares ESG Screened S&P Mid-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 63 increasing their positions, 37 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
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
Bank of America
1
Bank of America
North Carolina
$20.9M
Raymond James Financial
2
Raymond James Financial
Florida
$20.7M
EB
3
Eastern Bank
Massachusetts
$12.8M
Mariner
4
Mariner
Kansas
$9.87M
B
5
Bailard
California
$8.43M
LPL Financial
6
LPL Financial
California
$7.38M
KOC
7
Koss-Olinger Consulting
Florida
$5.83M
SRWM
8
Shira Ridge Wealth Management
California
$5.31M
LGWM
9
Litman Gregory Wealth Management
California
$4.84M
Franklin Resources
10
Franklin Resources
California
$3.87M
FF
11
Francis Financial
$3.71M
ASN
12
Advisory Services Network
Georgia
$3.39M
JFA
13
JNBA Financial Advisors
Minnesota
$3.38M
WIA
14
World Investment Advisors
California
$2.98M
CSP
15
Cary Street Partners
Virginia
$2.9M
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$2.68M
DL
17
DOHJ LLC
Washington
$2.36M
HWA
18
Hilltop Wealth Advisors
North Carolina
$1.68M
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.65M
BRIA
20
Balanced Rock Investment Advisors
Massachusetts
$1.46M
PAG
21
Private Advisor Group
New Jersey
$1.44M
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.41M
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$1.37M
Osaic Holdings
24
Osaic Holdings
Arizona
$1.37M
OWM
25
Opes Wealth Management
California
$1.33M