XJH icon

iShares ESG Screened S&P Mid-Cap ETF

155 hedge funds and large institutions have $207M invested in iShares ESG Screened S&P Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 69 increasing their positions, 37 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
+17
Holders Change %
+12.32%
% of All Funds
2.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
69
Reduced
37
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$24.4M +$2.19M +52,770 +10%
Raymond James Financial
2
Raymond James Financial
Florida
$22.2M +$236K +5,682 +1%
EB
3
Eastern Bank
Massachusetts
$13.4M -$202K -4,874 -1%
Mariner
4
Mariner
Kansas
$11.9M +$1.41M +33,969 +13%
LPL Financial
5
LPL Financial
California
$8.91M +$1.07M +25,891 +14%
B
6
Bailard
California
$8.87M -$86.5K -2,085 -1%
SRWM
7
Shira Ridge Wealth Management
California
$5.87M +$233K +5,613 +4%
LGWM
8
Litman Gregory Wealth Management
California
$5.68M +$538K +12,962 +10%
MMA
9
Miracle Mile Advisors
California
$5.67M +$5.67M +136,719 New
KOC
10
Koss-Olinger Consulting
Florida
$5.61M -$578K -13,927 -9%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$4.03M +$4.03M +97,066 New
Franklin Resources
12
Franklin Resources
California
$3.98M -$139K -3,355 -3%
JFA
13
JNBA Financial Advisors
Minnesota
$3.37M -$218K -5,262 -6%
ASN
14
Advisory Services Network
Georgia
$3.33M -$331K -7,852 -9%
DL
15
DOHJ LLC
Washington
$3.22M +$971K +26,002 +43%
CSP
16
Cary Street Partners
Virginia
$3.12M +$37.5K +903 +1%
WIA
17
World Investment Advisors
California
$2.83M -$331K -7,986 -10%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.62M -$225K -5,411 -8%
FF
19
Francis Financial
$2.33M -$1.61M -38,732 -41%
Citadel Advisors
20
Citadel Advisors
Florida
$1.94M +$1.94M +46,848 New
HWA
21
Hilltop Wealth Advisors
North Carolina
$1.84M +$50.1K +1,207 +3%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$1.79M +$331K +7,979 +23%
OWM
23
Opes Wealth Management
California
$1.62M +$209K +5,034 +15%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.47M +$12.5K +300 +0.9%
GAM
25
Gould Asset Management
California
$1.34M -$9.75K -235 -0.7%