iShares ESG Screened S&P Mid-Cap ETF
XJH
85 hedge funds and large institutions have $64.7M invested in iShares ESG Screened S&P Mid-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 20 reducing their positions, and 6 closing their positions.
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
80% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 20
9% more funds holding
Funds holding: 78 → 85 (+7)
6% more capital invested
Capital invested by funds: $61.2M → $64.7M (+$3.46M)
0.95% more ownership
Funds ownership: 59.58% → 60.54% (+0.95%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.22M |
| 2 |
Mariner
Overland Park,
Kansas
|
+$739K |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$654K |
| 4 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
+$646K |
| 5 |
GG
GenWealth Group
Maplewood,
New Jersey
|
+$581K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RW
RVW Wealth
Los Angeles,
California
|
-$5.17M |
| 2 |
MWM
Mascoma Wealth Management
Hanover,
New Hampshire
|
-$870K |
| 3 |
LSA
L & S Advisors
Los Angeles,
California
|
-$512K |
| 4 |
RCG
Regatta Capital Group
El Segundo,
California
|
-$322K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$307K |
XJH Hedge Fund Activity: Q2 2023 in Review
85 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P Mid-Cap ETF (XJH) for Q2 2023, worth a combined $64.7M — up 5.6% from $61.2M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new XJH positions and 6 closed out — a net gain of 7 holders — while 36 added to existing stakes and 20 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $1.22M. The largest seller was RVW Wealth, cutting an estimated $5.17M.
- 85 institutional investors held iShares ESG Screened S&P Mid-Cap ETF (XJH) as of Q2 2023, up from 78 in Q1 2023.
- Funds reported $64.7M of iShares ESG Screened S&P Mid-Cap ETF stock for Q2 2023, up 5.6% quarter-over-quarter.
- 13 funds opened new iShares ESG Screened S&P Mid-Cap ETF positions in Q2 2023 and 6 closed out, a net change of +7 holders.
- The largest iShares ESG Screened S&P Mid-Cap ETF buyer in Q2 2023 was Raymond James & Associates, an estimated $1.22M added.
- The largest iShares ESG Screened S&P Mid-Cap ETF seller in Q2 2023 was RVW Wealth, an estimated $5.17M sold.
Based on aggregated 13F filings for Q2 2023.