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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 %
0%
% of All Funds
1.87%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
63
Reduced
37
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$20.9M +$1.18M +30,302 +6%
Raymond James Financial
2
Raymond James Financial
Florida
$20.7M +$2.59M +66,196 +14%
EB
3
Eastern Bank
Massachusetts
$12.8M -$1.98M -50,654 -13%
Mariner
4
Mariner
Kansas
$9.87M +$1.11M +28,443 +13%
B
5
Bailard
California
$8.43M +$186K +4,762 +2%
LPL Financial
6
LPL Financial
California
$7.38M +$3.44M +88,073 +87%
KOC
7
Koss-Olinger Consulting
Florida
$5.83M +$79.3K +2,030 +1%
SRWM
8
Shira Ridge Wealth Management
California
$5.31M +$443K +11,330 +9%
LGWM
9
Litman Gregory Wealth Management
California
$4.84M +$4.84M +123,946 New
Franklin Resources
10
Franklin Resources
California
$3.87M
FF
11
Francis Financial
$3.71M -$12K -307 -0.3%
ASN
12
Advisory Services Network
Georgia
$3.39M +$655K +16,768 +24%
JFA
13
JNBA Financial Advisors
Minnesota
$3.38M +$315K +8,065 +10%
WIA
14
World Investment Advisors
California
$2.98M -$2.14M -54,750 -42%
CSP
15
Cary Street Partners
Virginia
$2.9M +$8.79K +225 +0.3%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$2.68M -$317K -8,104 -11%
DL
17
DOHJ LLC
Washington
$2.36M +$687K +17,592 +41%
HWA
18
Hilltop Wealth Advisors
North Carolina
$1.68M -$31.5K -806 -2%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.65M +$542K +13,864 +49%
BRIA
20
Balanced Rock Investment Advisors
Massachusetts
$1.46M -$48.1K -1,231 -3%
PAG
21
Private Advisor Group
New Jersey
$1.44M -$405K -10,356 -22%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.41M +$33.2K +850 +2%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$1.37M -$59.8K -1,530 -4%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.37M +$357K +9,145 +35%
OWM
25
Opes Wealth Management
California
$1.33M +$618K +15,825 +87%