iShares ESG Screened S&P Mid-Cap ETF
XJH
73 hedge funds and large institutions have $62.1M invested in iShares ESG Screened S&P Mid-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 3 closing their positions.
733% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 3
40% more funds holding
Funds holding: 52 → 73 (+21)
25% more capital invested
Capital invested by funds: $49.6M → $62.1M (+$12.5M)
24% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 17
31.17% less ownership
Funds ownership: 97.98% → 66.81% (-31%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CG
Colony Group
Boston,
Massachusetts
|
+$2.01M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
+$1.57M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.55M |
| 4 |
B
Bailard
Foster City,
California
|
+$1.12M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$694K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FC
Fulcrum Capital
Seattle,
Washington
|
-$5.28M |
| 2 |
RW
RVW Wealth
Los Angeles,
California
|
-$1.77M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$765K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$612K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$596K |
XJH Hedge Fund Activity: Q4 2022 in Review
73 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P Mid-Cap ETF (XJH) for Q4 2022, worth a combined $62.1M — up 25% from $49.6M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new XJH positions and 3 closed out — a net gain of 22 holders — while 21 added to existing stakes and 17 trimmed.
The largest buyer was Colony Group, opening a new position worth an estimated $2.01M. The largest seller was Fulcrum Capital, cutting an estimated $5.28M.
- 73 institutional investors held iShares ESG Screened S&P Mid-Cap ETF (XJH) as of Q4 2022, up from 52 in Q3 2022.
- Funds reported $62.1M of iShares ESG Screened S&P Mid-Cap ETF stock for Q4 2022, up 25% quarter-over-quarter.
- 25 funds opened new iShares ESG Screened S&P Mid-Cap ETF positions in Q4 2022 and 3 closed out, a net change of +22 holders.
- The largest iShares ESG Screened S&P Mid-Cap ETF buyer in Q4 2022 was Colony Group, an estimated $2.01M added.
- The largest iShares ESG Screened S&P Mid-Cap ETF seller in Q4 2022 was Fulcrum Capital, an estimated $5.28M sold.
Based on aggregated 13F filings for Q4 2022.