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iShares ESG Screened S&P Mid-Cap ETF

179 hedge funds and large institutions have $248M invested in iShares ESG Screened S&P Mid-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 77 increasing their positions, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

71% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 45

3% more funds holding

Funds holding: 174179 (+5)

1% more capital invested

Capital invested by funds: $245M → $248M (+$3.41M)

1.59% less ownership

Funds ownership: 73.07%71.49% (-1.6%)

Holders
179
Holders Change
+5
Holders Change %
+2.87%
% of All Funds
2.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
77
Reduced
45
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$1.7M -$199K -4,256 -10%
BRIA
27
Balanced Rock Investment Advisors
Massachusetts
$1.62M +$46.7K +998 +3%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$1.58M +$80.1K +1,711 +5%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$1.56M +$546K +11,648 +51%
GAM
30
Gould Asset Management
California
$1.55M +$105K +2,250 +7%
RSWM
31
Robertson Stephens Wealth Management
California
$1.53M +$300K +6,395 +23%
RFA
32
RTD Financial Advisors
Pennsylvania
$1.46M +$15.3K +326 +1%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$1.44M +$1.48M +31,687 New
SFG
34
Sage Financial Group
Pennsylvania
$1.43M +$27.6K +590 +2%
BFO
35
Biltmore Family Office
North Carolina
$1.42M
HighTower Advisors
36
HighTower Advisors
Illinois
$1.39M +$107K +2,275 +8%
TC
37
Trilogy Capital
California
$1.3M +$109K +2,327 +9%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$1.2M +$3.09K +66 +0.3%
Corient Private Wealth
39
Corient Private Wealth
Florida
$1.18M -$1.29M -27,497 -51%
SPIA
40
Steward Partners Investment Advisory
New York
$1.16M -$19.2K -409 -2%
AF
41
Affiance Financial
Minnesota
$1.12M -$294K -6,275 -20%
DADC
42
D.A. Davidson & Co
Montana
$1.12M +$24.1K +515 +2%
SRWM
43
Shira Ridge Wealth Management
California
$1.08M -$196K -4,194 -15%
CCM
44
Coldstream Capital Management
Washington
$1.06M -$67.9K -1,450 -6%
PAG
45
Private Advisor Group
New Jersey
$993K -$27.5K -587 -3%
Jane Street
46
Jane Street
New York
$971K +$1M +21,410 New
EFM
47
Eley Financial Management
Vermont
$957K +$39.5K +843 +4%
MIA
48
MainStreet Investment Advisors
Illinois
$954K +$16.4K +350 +2%
MPWT
49
MassMutual Private Wealth & Trust
Connecticut
$954K +$23.2K +495 +2%
B
50
Birchbrook
Maine
$942K +$55.6K +1,186 +6%

XJH Hedge Fund Activity: Q1 2026 in Review

179 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P Mid-Cap ETF (XJH) for Q1 2026, worth a combined $248M — up 1.4% from $245M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new XJH positions and 8 closed out — a net gain of 11 holders — while 77 added to existing stakes and 45 trimmed.

The largest buyer was Beacon Pointe Advisors, opening a new position worth an estimated $6.22M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $5.09M sold.

  • 179 institutional investors held iShares ESG Screened S&P Mid-Cap ETF (XJH) as of Q1 2026, up from 174 in Q4 2025.
  • Funds reported $248M of iShares ESG Screened S&P Mid-Cap ETF stock for Q1 2026, up 1.4% quarter-over-quarter.
  • 19 funds opened new iShares ESG Screened S&P Mid-Cap ETF positions in Q1 2026 and 8 closed out, a net change of +11 holders.
  • The largest iShares ESG Screened S&P Mid-Cap ETF buyer in Q1 2026 was Beacon Pointe Advisors, an estimated $6.22M added.
  • The largest iShares ESG Screened S&P Mid-Cap ETF seller in Q1 2026 was Thrivent Financial for Lutherans, an estimated $5.09M sold.

Based on aggregated 13F filings for Q1 2026.