iShares ESG Screened S&P Mid-Cap ETF
XJH
41 hedge funds and large institutions have $36.9M invested in iShares ESG Screened S&P Mid-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 2 reducing their positions, and 4 closing their positions.
850% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 2
275% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 4
37% more funds holding
Funds holding: 30 → 41 (+11)
12% more capital invested
Capital invested by funds: $33M → $36.9M (+$3.9M)
9.36% more ownership
Funds ownership: 49.95% → 59.3% (+9.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
+$1.82M |
| 2 |
RW
RVW Wealth
Los Angeles,
California
|
+$1.65M |
| 3 |
OCM
One Capital Management
Westlake Village,
California
|
+$600K |
| 4 |
EGWAG
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
+$508K |
| 5 |
RCG
Regatta Capital Group
El Segundo,
California
|
+$465K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWP
Laurel Wealth Planning
Edina,
Minnesota
|
-$1.82M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$441K |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$156K |
| 4 |
PA
Parallel Advisors
San Francisco,
California
|
-$103K |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
-$7.71K |
XJH Hedge Fund Activity: Q1 2022 in Review
41 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P Mid-Cap ETF (XJH) for Q1 2022, worth a combined $36.9M — up 12% from $33M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new XJH positions and 4 closed out — a net gain of 11 holders — while 19 added to existing stakes and 2 trimmed.
The largest buyer was Citigroup, opening a new position worth an estimated $1.82M. The largest seller was Laurel Wealth Planning, exiting entirely with an estimated $1.82M sold.
- 41 institutional investors held iShares ESG Screened S&P Mid-Cap ETF (XJH) as of Q1 2022, up from 30 in Q4 2021.
- Funds reported $36.9M of iShares ESG Screened S&P Mid-Cap ETF stock for Q1 2022, up 12% quarter-over-quarter.
- 15 funds opened new iShares ESG Screened S&P Mid-Cap ETF positions in Q1 2022 and 4 closed out, a net change of +11 holders.
- The largest iShares ESG Screened S&P Mid-Cap ETF buyer in Q1 2022 was Citigroup, an estimated $1.82M added.
- The largest iShares ESG Screened S&P Mid-Cap ETF seller in Q1 2022 was Laurel Wealth Planning, an estimated $1.82M sold.
Based on aggregated 13F filings for Q1 2022.