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iShares ESG Screened S&P Mid-Cap ETF

85 hedge funds and large institutions have $64.7M invested in iShares ESG Screened S&P Mid-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

80% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 20

9% more funds holding

Funds holding: 7885 (+7)

6% more capital invested

Capital invested by funds: $61.2M → $64.7M (+$3.46M)

0.95% more ownership

Funds ownership: 59.58%60.54% (+0.95%)

Holders
85
Holders Change
+7
Holders Change %
+8.97%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
36
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$615K +$47.8K +1,417 +9%
GG
27
GenWealth Group
New Jersey
$613K +$581K +17,213 New
MCWS
28
McKinley Carter Wealth Services
West Virginia
$603K -$1.69K -50 -0.3%
SFG
29
Sage Financial Group
Pennsylvania
$587K +$193K +5,720 +53%
APW
30
Atlantic Private Wealth
North Carolina
$584K +$3.31K +98 +0.6%
FCM
31
Fortis Capital Management
Washington
$581K -$79.1K -2,345 -13%
CG
32
Colony Group
Massachusetts
$531K -$263K -7,803 -34%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$524K +$66.2K +1,963 +15%
OCM
34
One Capital Management
California
$521K +$10K +297 +2%
CCM
35
Coldstream Capital Management
Washington
$518K +$227K +6,734 +86%
DL
36
DOHJ LLC
Washington
$507K -$58.9K -1,745 -11%
CWM
37
Congress Wealth Management
Massachusetts
$455K +$13.1K +387 +3%
HWA
38
Hilltop Wealth Advisors
North Carolina
$449K +$425K +12,593 New
RCG
39
Regatta Capital Group
California
$434K -$322K -9,552 -44%
FTUS
40
Flow Traders U.S.
New York
$425K +$153K +4,528 +61%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$423K
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$391K -$5.77K -171 -2%
TDWM
43
Topel & Distasi Wealth Management
California
$380K +$8.17K +242 +2%
Bank of America
44
Bank of America
North Carolina
$355K +$8.94K +265 +3%
DADC
45
D.A. Davidson & Co
Montana
$326K +$24.7K +732 +9%
BMD
46
Better Money Decisions
New Mexico
$304K +$18.2K +538 +7%
FUBT
47
First United Bank & Trust
Maryland
$297K +$27.8K +825 +11%
ACM
48
Armbruster Capital Management
New York
$279K
OL
49
Optas LLC
Texas
$277K -$67.6K -2,003 -20%
SVWAG
50
Sound View Wealth Advisors Group
Georgia
$277K -$135 -4 -0.1%

XJH Hedge Fund Activity: Q2 2023 in Review

85 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P Mid-Cap ETF (XJH) for Q2 2023, worth a combined $64.7M — up 5.6% from $61.2M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new XJH positions and 6 closed out — a net gain of 7 holders — while 36 added to existing stakes and 20 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $1.22M. The largest seller was RVW Wealth, cutting an estimated $5.17M.

  • 85 institutional investors held iShares ESG Screened S&P Mid-Cap ETF (XJH) as of Q2 2023, up from 78 in Q1 2023.
  • Funds reported $64.7M of iShares ESG Screened S&P Mid-Cap ETF stock for Q2 2023, up 5.6% quarter-over-quarter.
  • 13 funds opened new iShares ESG Screened S&P Mid-Cap ETF positions in Q2 2023 and 6 closed out, a net change of +7 holders.
  • The largest iShares ESG Screened S&P Mid-Cap ETF buyer in Q2 2023 was Raymond James & Associates, an estimated $1.22M added.
  • The largest iShares ESG Screened S&P Mid-Cap ETF seller in Q2 2023 was RVW Wealth, an estimated $5.17M sold.

Based on aggregated 13F filings for Q2 2023.