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iShares ESG Screened S&P Mid-Cap ETF

179 hedge funds and large institutions have $248M invested in iShares ESG Screened S&P Mid-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 77 increasing their positions, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

71% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 45

3% more funds holding

Funds holding: 174179 (+5)

1% more capital invested

Capital invested by funds: $245M → $248M (+$3.41M)

1.59% less ownership

Funds ownership: 73.07%71.49% (-1.6%)

Holders
179
Holders Change
+5
Holders Change %
+2.87%
% of All Funds
2.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
77
Reduced
45
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WT
51
Whittier Trust
California
$933K
CWMK
52
Caliber Wealth Management (Kansas)
Kansas
$925K
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$919K +$249K +5,323 +36%
EWA
54
EP Wealth Advisors
California
$910K -$316K -6,740 -25%
Truist Financial
55
Truist Financial
North Carolina
$902K -$1.83K -39 -0.2%
VAF
56
Values Added Financial
District of Columbia
$895K +$55.8K +1,191 +6%
ACA
57
Aptus Capital Advisors
Alabama
$868K +$8.99K +192 +1%
NP
58
NorthRock Partners
Minnesota
$863K +$163K +3,475 +22%
TDWM
59
Topel & Distasi Wealth Management
California
$806K -$73.4K -1,568 -8%
MOS
60
MGO One Seven
Ohio
$805K -$20.1K -430 -2%
Focus Partners Wealth
61
Focus Partners Wealth
Massachusetts
$729K +$19.9K +424 +3%
Baird Financial Group
62
Baird Financial Group
Wisconsin
$720K -$17.8K -381 -2%
APW
63
Atlantic Private Wealth
North Carolina
$718K +$16.7K +356 +2%
IWC
64
Integrated Wealth Concepts
Massachusetts
$668K +$264K +5,629 +62%
BWG
65
Beta Wealth Group
California
$624K -$16.5K -353 -3%
SWP
66
Stratos Wealth Partners
Ohio
$623K +$111K +2,361 +21%
RW
67
RVW Wealth
California
$621K
PGA
68
Portland Global Advisors
Maine
$619K -$32.8K -700 -5%
SCM
69
Stordahl Capital Management
Colorado
$597K +$48.9K +1,044 +9%
CAL
70
Capital Analysts LLC
Pennsylvania
$569K +$75.9K +1,621 +15%
BBA
71
BLB&B Advisors
Pennsylvania
$565K +$25K +533 +4%
MFG
72
Magnus Financial Group
New York
$558K -$9.18K -196 -2%
Wealth Enhancement Advisory Services
73
Wealth Enhancement Advisory Services
Minnesota
$530K -$273K -5,818 -33%
DC
74
Davenport & Co
Virginia
$526K
CBU
75
CIBC Bancorp USA
Illinois
$524K +$626K +13,361 New

XJH Hedge Fund Activity: Q1 2026 in Review

179 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P Mid-Cap ETF (XJH) for Q1 2026, worth a combined $248M — up 1.4% from $245M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new XJH positions and 8 closed out — a net gain of 11 holders — while 77 added to existing stakes and 45 trimmed.

The largest buyer was Beacon Pointe Advisors, opening a new position worth an estimated $6.22M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $5.09M sold.

  • 179 institutional investors held iShares ESG Screened S&P Mid-Cap ETF (XJH) as of Q1 2026, up from 174 in Q4 2025.
  • Funds reported $248M of iShares ESG Screened S&P Mid-Cap ETF stock for Q1 2026, up 1.4% quarter-over-quarter.
  • 19 funds opened new iShares ESG Screened S&P Mid-Cap ETF positions in Q1 2026 and 8 closed out, a net change of +11 holders.
  • The largest iShares ESG Screened S&P Mid-Cap ETF buyer in Q1 2026 was Beacon Pointe Advisors, an estimated $6.22M added.
  • The largest iShares ESG Screened S&P Mid-Cap ETF seller in Q1 2026 was Thrivent Financial for Lutherans, an estimated $5.09M sold.

Based on aggregated 13F filings for Q1 2026.