iShares ESG Screened S&P Mid-Cap ETF
XJH
30 hedge funds and large institutions have $33M invested in iShares ESG Screened S&P Mid-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 3
265% more capital invested
Capital invested by funds: $9.05M → $33M (+$24M)
43% more funds holding
Funds holding: 21 → 30 (+9)
24.82% more ownership
Funds ownership: 25.13% → 49.95% (+25%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RW
RVW Wealth
Los Angeles,
California
|
+$16.3M |
| 2 |
LWP
Laurel Wealth Planning
Edina,
Minnesota
|
+$1.58M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$1.36M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$838K |
| 5 |
MCWS
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
+$522K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$303K |
| 2 |
ME
McIlrath & Eck
Arlington,
Washington
|
-$8.17K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$5.39K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
APA
26
American Portfolios Advisors
Holbrook,
New York
| $29.7K | +$2.41K | +63 | +9% |
|
27
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $27K | +$26.7K | +700 | New |
|
|
TFS
28
TrustCore Financial Services
Brentwood,
Tennessee
| $26K | – | – | – |
|
|
POIA
29
Pin Oak Investment Advisors
Houston,
Texas
| $4K | +$1.53K | +40 | +74% |
|
30
Morgan Stanley
New York
| $2K | – | – | – |
|
XJH Hedge Fund Activity: Q4 2021 in Review
30 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P Mid-Cap ETF (XJH) for Q4 2021, worth a combined $33M — up 265% from $9.05M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new XJH positions and 0 closed out — a net gain of 10 holders — while 12 added to existing stakes and 3 trimmed.
The largest buyer was RVW Wealth, adding an estimated $16.3M. The largest seller was Citadel Advisors, cutting an estimated $303K.
- 30 institutional investors held iShares ESG Screened S&P Mid-Cap ETF (XJH) as of Q4 2021, up from 21 in Q3 2021.
- Funds reported $33M of iShares ESG Screened S&P Mid-Cap ETF stock for Q4 2021, up 265% quarter-over-quarter.
- 10 funds opened new iShares ESG Screened S&P Mid-Cap ETF positions in Q4 2021 and 0 closed out, a net change of +10 holders.
- The largest iShares ESG Screened S&P Mid-Cap ETF buyer in Q4 2021 was RVW Wealth, an estimated $16.3M added.
- The largest iShares ESG Screened S&P Mid-Cap ETF seller in Q4 2021 was Citadel Advisors, an estimated $303K sold.
Based on aggregated 13F filings for Q4 2021.