iShares ESG Screened S&P Mid-Cap ETF
XJH
47 hedge funds and large institutions have $35M invested in iShares ESG Screened S&P Mid-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 7 closing their positions.
86% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 7
78% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 9
15% more funds holding
Funds holding: 41 → 47 (+6)
8% more ownership
Funds ownership: 59.3% → 67.3% (+8%)
5% less capital invested
Capital invested by funds: $36.9M → $35M (-$1.92M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.07M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.04M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$816K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$742K |
| 5 |
BFO
Biltmore Family Office
Charlotte,
North Carolina
|
+$552K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$1.83M |
| 2 |
RW
RVW Wealth
Los Angeles,
California
|
-$550K |
| 3 |
EGWAG
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
-$510K |
| 4 |
GG
GenWealth Group
Maplewood,
New Jersey
|
-$417K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$234K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BF
51
Blankinship & Foster
Solana Beach,
California
| – | -$230K | -6,288 | Closed |
|
52
UBS Group
Zurich,
Switzerland
| – | -$67K | -1,823 | Closed |
|
|
EIP
53
Ellis Investment Partners
Berwyn,
Pennsylvania
| – | -$26.2K | -783 | -98% |
|
XJH Hedge Fund Activity: Q2 2022 in Review
47 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P Mid-Cap ETF (XJH) for Q2 2022, worth a combined $35M — down 5.2% from $36.9M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new XJH positions and 7 closed out — a net gain of 6 holders — while 16 added to existing stakes and 9 trimmed.
The largest buyer was Raymond James & Associates, opening a new position worth an estimated $2.07M. The largest seller was Citigroup, exiting entirely with an estimated $1.83M sold.
- 47 institutional investors held iShares ESG Screened S&P Mid-Cap ETF (XJH) as of Q2 2022, up from 41 in Q1 2022.
- Funds reported $35M of iShares ESG Screened S&P Mid-Cap ETF stock for Q2 2022, down 5.2% quarter-over-quarter.
- 13 funds opened new iShares ESG Screened S&P Mid-Cap ETF positions in Q2 2022 and 7 closed out, a net change of +6 holders.
- The largest iShares ESG Screened S&P Mid-Cap ETF buyer in Q2 2022 was Raymond James & Associates, an estimated $2.07M added.
- The largest iShares ESG Screened S&P Mid-Cap ETF seller in Q2 2022 was Citigroup, an estimated $1.83M sold.
Based on aggregated 13F filings for Q2 2022.