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iShares ESG Screened S&P Mid-Cap ETF

171 hedge funds and large institutions have $243M invested in iShares ESG Screened S&P Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 44 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
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
$27.4M
Raymond James Financial
2
Raymond James Financial
Florida
$25.5M
LPL Financial
3
LPL Financial
California
$17.7M
Mariner
4
Mariner
Kansas
$15.1M
EB
5
Eastern Bank
Massachusetts
$13.9M
FLPIM
6
F.L. Putnam Investment Management
Massachusetts
$11.3M
B
7
Bailard
California
$9.53M
MMA
8
Miracle Mile Advisors
California
$6.94M
LGWM
9
Litman Gregory Wealth Management
California
$6.07M
KOC
10
Koss-Olinger Consulting
Florida
$6.03M
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$5.09M
HI
12
Harbour Investments
Wisconsin
$5.02M
Franklin Resources
13
Franklin Resources
California
$4.28M
JFA
14
JNBA Financial Advisors
Minnesota
$4.06M
ASN
15
Advisory Services Network
Georgia
$3.87M
CSP
16
Cary Street Partners
Virginia
$3.36M
WIA
17
World Investment Advisors
California
$2.72M
FF
18
Francis Financial
$2.31M
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$2.03M
HWA
20
Hilltop Wealth Advisors
North Carolina
$1.98M
Osaic Holdings
21
Osaic Holdings
Arizona
$1.87M
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$1.7M
OWM
23
Opes Wealth Management
California
$1.69M
BRIA
24
Balanced Rock Investment Advisors
Massachusetts
$1.55M
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.48M