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iShares ESG Screened S&P Mid-Cap ETF

156 hedge funds and large institutions have $207M invested in iShares ESG Screened S&P Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 70 increasing their positions, 37 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 4

89% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 37

17% more capital invested

Capital invested by funds: $177M → $207M (+$29.7M)

12% more funds holding

Funds holding: 139156 (+17)

3.08% more ownership

Funds ownership: 69.86%72.94% (+3.1%)

Holders
156
Holders Change
+17
Holders Change %
+12.23%
% of All Funds
2.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
70
Reduced
37
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFO
26
Biltmore Family Office
North Carolina
$1.3M
AF
27
Affiance Financial
Minnesota
$1.3M +$77.3K +1,967 +7%
BRIA
28
Balanced Rock Investment Advisors
Massachusetts
$1.28M -$254K -6,462 -17%
Goldman Sachs
29
Goldman Sachs
New York
$1.28M
RFA
30
RTD Financial Advisors
Pennsylvania
$1.28M +$47.4K +1,205 +4%
SPIA
31
Steward Partners Investment Advisory
New York
$1.28M +$26.8K +681 +2%
SFG
32
Sage Financial Group
Pennsylvania
$1.25M +$92.7K +2,358 +9%
PAG
33
Private Advisor Group
New Jersey
$1.22M -$293K -7,447 -20%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$1.22M -$500K -12,709 -30%
HighTower Advisors
35
HighTower Advisors
Illinois
$1.21M +$33.5K +851 +3%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$1.19M -$96.7K -2,459 -8%
TC
37
Trilogy Capital
California
$1.15M +$17.4K +442 +2%
HI
38
Harbour Investments
Wisconsin
$1.12M +$294K +7,491 +39%
CCM
39
Coldstream Capital Management
Washington
$1.03M -$319K -8,120 -25%
SAG
40
SageView Advisory Group
California
$994K +$114K +2,896 +14%
Corient Private Wealth
41
Corient Private Wealth
Florida
$955K +$58.3K +1,482 +7%
MCWS
42
McKinley Carter Wealth Services
West Virginia
$948K -$33.3K -848 -4%
Bessemer Group
43
Bessemer Group
New Jersey
$912K +$864K +21,985 New
BMD
44
Better Money Decisions
New Mexico
$902K +$33.4K +850 +4%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$877K +$125K +3,171 +18%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$876K -$592K -15,057 -42%
DADC
47
D.A. Davidson & Co
Montana
$870K -$32K -814 -4%
RSWM
48
Robertson Stephens Wealth Management
California
$863K +$73.8K +1,878 +10%
MIA
49
MainStreet Investment Advisors
Illinois
$859K -$56K -1,425 -6%
MPWT
50
MassMutual Private Wealth & Trust
Connecticut
$850K -$56K -1,425 -7%

XJH Hedge Fund Activity: Q2 2025 in Review

156 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P Mid-Cap ETF (XJH) for Q2 2025, worth a combined $207M — up 17% from $177M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new XJH positions and 4 closed out — a net gain of 18 holders — while 70 added to existing stakes and 37 trimmed.

The largest buyer was Miracle Mile Advisors, opening a new position worth an estimated $5.37M. The largest seller was Francis Financial, cutting an estimated $1.52M.

  • 156 institutional investors held iShares ESG Screened S&P Mid-Cap ETF (XJH) as of Q2 2025, up from 139 in Q1 2025.
  • Funds reported $207M of iShares ESG Screened S&P Mid-Cap ETF stock for Q2 2025, up 17% quarter-over-quarter.
  • 22 funds opened new iShares ESG Screened S&P Mid-Cap ETF positions in Q2 2025 and 4 closed out, a net change of +18 holders.
  • The largest iShares ESG Screened S&P Mid-Cap ETF buyer in Q2 2025 was Miracle Mile Advisors, an estimated $5.37M added.
  • The largest iShares ESG Screened S&P Mid-Cap ETF seller in Q2 2025 was Francis Financial, an estimated $1.52M sold.

Based on aggregated 13F filings for Q2 2025.