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iShares ESG Screened S&P Mid-Cap ETF

150 hedge funds and large institutions have $219M invested in iShares ESG Screened S&P Mid-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 57 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 46

6% more capital invested

Capital invested by funds: $207M → $219M (+$12.2M)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

4% less funds holding

Funds holding: 156150 (-6)

4.33% less ownership

Funds ownership: 72.94%68.61% (-4.3%)

Holders
150
Holders Change
-6
Holders Change %
-3.85%
% of All Funds
1.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
57
Reduced
46
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFO
26
Biltmore Family Office
North Carolina
$1.37M
AF
27
Affiance Financial
Minnesota
$1.36M -$10.4K -242 -0.8%
Goldman Sachs
28
Goldman Sachs
New York
$1.35M
SFG
29
Sage Financial Group
Pennsylvania
$1.33M +$15.3K +354 +1%
SPIA
30
Steward Partners Investment Advisory
New York
$1.32M -$26.4K -613 -2%
HI
31
Harbour Investments
Wisconsin
$1.25M +$68.1K +1,580 +6%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$1.24M -$22.2K -514 -2%
HighTower Advisors
33
HighTower Advisors
Illinois
$1.22M -$51.9K -1,204 -4%
TC
34
Trilogy Capital
California
$1.21M -$3.75K -87 -0.3%
Corient Private Wealth
35
Corient Private Wealth
Florida
$1.2M +$188K +4,359 +19%
CCM
36
Coldstream Capital Management
Washington
$1.11M +$21K +488 +2%
SAG
37
SageView Advisory Group
California
$1.08M +$67.8K +1,574 +7%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$1.07M -$213K -4,940 -17%
VAF
39
Values Added Financial
District of Columbia
$1.04M +$414K +9,599 +68%
DADC
40
D.A. Davidson & Co
Montana
$1.02M +$98.6K +2,288 +11%
PAG
41
Private Advisor Group
New Jersey
$1.01M -$278K -6,451 -22%
MCWS
42
McKinley Carter Wealth Services
West Virginia
$993K -$8.58K -199 -0.9%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$981K +$55.2K +1,280 +6%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$973K +$44.6K +1,036 +5%
RSWM
45
Robertson Stephens Wealth Management
California
$936K +$23.8K +552 +3%
MIA
46
MainStreet Investment Advisors
Illinois
$914K +$5.82K +135 +0.7%
MPWT
47
MassMutual Private Wealth & Trust
Connecticut
$904K +$5.82K +135 +0.7%
WT
48
Whittier Trust
California
$896K
CWMK
49
Caliber Wealth Management (Kansas)
Kansas
$894K
Truist Financial
50
Truist Financial
North Carolina
$894K +$451K +10,458 +105%

XJH Hedge Fund Activity: Q3 2025 in Review

150 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P Mid-Cap ETF (XJH) for Q3 2025, worth a combined $219M — up 5.9% from $207M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of XJH and 12 opened new positions — a net loss of 1 holder — while 46 trimmed existing stakes and 57 added.

The largest buyer was F.L. Putnam Investment Management, opening a new position worth an estimated $11.1M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $4.03M sold.

  • 150 institutional investors held iShares ESG Screened S&P Mid-Cap ETF (XJH) as of Q3 2025, down from 156 in Q2 2025.
  • Funds reported $219M of iShares ESG Screened S&P Mid-Cap ETF stock for Q3 2025, up 5.9% quarter-over-quarter.
  • 12 funds opened new iShares ESG Screened S&P Mid-Cap ETF positions in Q3 2025 and 13 closed out, a net change of -1 holder.
  • The largest iShares ESG Screened S&P Mid-Cap ETF buyer in Q3 2025 was F.L. Putnam Investment Management, an estimated $11.1M added.
  • The largest iShares ESG Screened S&P Mid-Cap ETF seller in Q3 2025 was Thrivent Financial for Lutherans, an estimated $4.03M sold.

Based on aggregated 13F filings for Q3 2025.