iShares ESG Screened S&P Mid-Cap ETF (XJH)

• Market cap: $270M
• 1 day: 0.23%
• 5 days: 5.15%
• 1 month: -0.57%
• 3 months: 0.19%
• 6 months: 4.19%
• Year to date: 3.87%
• 1 year: 18.49%
• 5 years: 75.46%
• 10 years: 75.46%

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

136% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 25

20% more capital invested

Capital invested by funds: $139M [Q2] → $166M (+$27.1M) [Q3]

10% more funds holding

Funds holding: 112 [Q2] → 123 (+11) [Q3]

0.03% less ownership

Funds ownership: 70.07% [Q2] → 70.04% (-0.03%) [Q3]

100% less funds holding in top 10

Funds holding in top 10: 1 [Q2] → 0 (-1) [Q3]