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iShares ESG Screened S&P Mid-Cap ETF
XJH

107 hedge funds and large institutions have $125M invested in iShares ESG Screened S&P Mid-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 4

92% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 25

39% more capital invested

Capital invested by funds: $89.8M → $125M (+$34.9M)

15% more funds holding

Funds holding: 93 → 107 (+14)

2.87% more ownership

Funds ownership: 66.11% → 68.98% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
107
Holders Change
+14
Holders Change %
+15.05%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
20
Increased
48
Reduced
25
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$12.3M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$7.21M
3
Mariner
Mariner
Kansas
+$2.66M
4
SPIA
Steward Partners Investment Advisory
New York
+$2.07M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.32M

Top Sellers

Rank Fund Capital Flow
1
KOC
Koss-Olinger Consulting
Florida
-$4.55M
2
WI
WrapManager Inc
California
-$1.72M
3
LPL Financial
LPL Financial
California
-$722K
4
GG
GenWealth Group
New Jersey
-$700K
5
AF
Affiance Financial
Minnesota
-$680K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
51
Stratos Wealth Partners
Ohio
$485K +$106K +2,752 +30%
HWA
52
Hilltop Wealth Advisors
North Carolina
$471K -$181K -4,707 -29%
CAL
53
Capital Analysts LLC
Pennsylvania
$426K +$398K +10,359 New
Creative Planning
54
Creative Planning
Kansas
$424K +$231 +6 +0.1%
CFG
55
Carr Financial Group
Massachusetts
$411K +$385K +10,000 New
ACM
56
Armbruster Capital Management
New York
$387K +$34.6K +900 +11%
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$355K -$3.73K -97 -1%
Truist Financial
58
Truist Financial
North Carolina
$330K +$12K +313 +4%
RCG
59
Regatta Capital Group
California
$326K -$47.9K -1,245 -14%
Mercer Global Advisors
60
Mercer Global Advisors
Colorado
$325K -$119K -3,085 -28%
WI
61
WrapManager Inc
California
$325K -$1.72M -44,613 -85%
SVWAG
62
Sound View Wealth Advisors Group
Georgia
$320K -$577 -15 -0.2%
NC
63
Napatree Capital
Rhode Island
$317K -$3.96K -103 -1%
AA
64
Alesco Advisors
New York
$310K +$71.9K +1,870 +33%
MML Investors Services
65
MML Investors Services
Massachusetts
$306K +$26.9K +699 +10%
EFM
66
Eley Financial Management
Vermont
$301K +$282K +7,330 New
MFG
67
Magnus Financial Group
New York
$297K +$278K +7,238 New
TFO
68
Tarbox Family Office
California
$270K +$10.9K +283 +5%
MWM
69
Mascoma Wealth Management
New Hampshire
$259K -$158K -4,114 -39%
PFA
70
Pathway Financial Advisors
Vermont
$248K +$232K +6,038 New
DC
71
Davenport & Co
Virginia
$244K – – –
MCM
72
MAI Capital Management
Ohio
$241K -$9.73K -253 -4%
CPIG
73
Chicago Partners Investment Group
Illinois
$231K +$16.7K +435 +8%
FC
74
Financial Council
Maryland
$230K +$115 +3 +0.1%
NP
75
NorthRock Partners
Minnesota
$215K +$201K +5,226 New
1 2
3
4 5

XJH Hedge Fund Activity: Q1 2024 in Review

107 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P Mid-Cap ETF (XJH) for Q1 2024, worth a combined $125M — up 39% from $89.8M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new XJH positions and 4 closed out — a net gain of 16 holders — while 48 added to existing stakes and 25 trimmed.

The largest buyer was Bank of America, adding an estimated $12.3M. The largest seller was Koss-Olinger Consulting, exiting entirely with an estimated $4.55M sold.

  • 107 institutional investors held iShares ESG Screened S&P Mid-Cap ETF (XJH) as of Q1 2024, up from 93 in Q4 2023.
  • Funds reported $125M of iShares ESG Screened S&P Mid-Cap ETF stock for Q1 2024, up 39% quarter-over-quarter.
  • 20 funds opened new iShares ESG Screened S&P Mid-Cap ETF positions in Q1 2024 and 4 closed out, a net change of +16 holders.
  • The largest iShares ESG Screened S&P Mid-Cap ETF buyer in Q1 2024 was Bank of America, an estimated $12.3M added.
  • The largest iShares ESG Screened S&P Mid-Cap ETF seller in Q1 2024 was Koss-Olinger Consulting, an estimated $4.55M sold.

Based on aggregated 13F filings for Q1 2024.