iShares ESG Screened S&P Mid-Cap ETF
XJH
52 hedge funds and large institutions have $49.6M invested in iShares ESG Screened S&P Mid-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 7 reducing their positions, and 5 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 7
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
42% more capital invested
Capital invested by funds: $35M → $49.6M (+$14.6M)
30.68% more ownership
Funds ownership: 67.3% → 97.98% (+31%)
11% more funds holding
Funds holding: 47 → 52 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FC
Fulcrum Capital
Seattle,
Washington
|
+$6.4M |
| 2 |
B
Bailard
Foster City,
California
|
+$4.61M |
| 3 |
RW
RVW Wealth
Los Angeles,
California
|
+$2.7M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.35M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$825K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCA
Scott Capital Advisors
Portland,
Oregon
|
-$491K |
| 2 |
DL
DOHJ LLC
Seattle,
Washington
|
-$389K |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$234K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$181K |
| 5 |
BMD
Better Money Decisions
Santa Fe,
New Mexico
|
-$117K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWM
51
Spire Wealth Management
Mclean,
Virginia
| $1K | +$1.05K | +32 | New |
|
|
SCA
52
Scott Capital Advisors
Portland,
Oregon
| – | -$491K | -16,067 | Closed |
|
|
DL
53
DOHJ LLC
Seattle,
Washington
| – | -$389K | -12,729 | Closed |
|
|
54
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$234K | -7,653 | Closed |
|
|
BMD
55
Better Money Decisions
Santa Fe,
New Mexico
| – | -$117K | -3,822 | Closed |
|
|
BTI
56
Blue Trust Inc
Alpharetta,
Georgia
| – | -$2K | -63 | Closed |
|
|
EIP
57
Ellis Investment Partners
Berwyn,
Pennsylvania
| – | +$33 | +1 | +5% |
|
XJH Hedge Fund Activity: Q3 2022 in Review
52 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P Mid-Cap ETF (XJH) for Q3 2022, worth a combined $49.6M — up 42% from $35M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new XJH positions and 5 closed out — a net gain of 5 holders — while 21 added to existing stakes and 7 trimmed.
The largest buyer was Fulcrum Capital, opening a new position worth an estimated $6.4M. The largest seller was Scott Capital Advisors, exiting entirely with an estimated $491K sold.
- 52 institutional investors held iShares ESG Screened S&P Mid-Cap ETF (XJH) as of Q3 2022, up from 47 in Q2 2022.
- Funds reported $49.6M of iShares ESG Screened S&P Mid-Cap ETF stock for Q3 2022, up 42% quarter-over-quarter.
- 10 funds opened new iShares ESG Screened S&P Mid-Cap ETF positions in Q3 2022 and 5 closed out, a net change of +5 holders.
- The largest iShares ESG Screened S&P Mid-Cap ETF buyer in Q3 2022 was Fulcrum Capital, an estimated $6.4M added.
- The largest iShares ESG Screened S&P Mid-Cap ETF seller in Q3 2022 was Scott Capital Advisors, an estimated $491K sold.
Based on aggregated 13F filings for Q3 2022.