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iShares ESG Screened S&P Mid-Cap ETF

156 hedge funds and large institutions have $207M invested in iShares ESG Screened S&P Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 70 increasing their positions, 37 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 4

89% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 37

17% more capital invested

Capital invested by funds: $177M → $207M (+$29.7M)

12% more funds holding

Funds holding: 139156 (+17)

3.08% more ownership

Funds ownership: 69.86%72.94% (+3.1%)

Holders
156
Holders Change
+17
Holders Change %
+12.23%
% of All Funds
2.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
70
Reduced
37
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWMK
51
Caliber Wealth Management (Kansas)
Kansas
$846K +$802K +20,394 New
WT
52
Whittier Trust
California
$843K
B
53
Birchbrook
Maine
$813K +$223K +5,679 +41%
EFM
54
Eley Financial Management
Vermont
$809K -$9.67K -246 -1%
TDWM
55
Topel & Distasi Wealth Management
California
$793K +$45.1K +1,148 +6%
ACA
56
Aptus Capital Advisors
Alabama
$771K +$417K +10,609 +133%
Focus Partners Wealth
57
Focus Partners Wealth
Massachusetts
$745K +$227K +5,777 +47%
WAT
58
Wealth Advisory Team
Kentucky
$706K +$669K +17,010 New
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$673K -$110K -2,803 -15%
NP
60
NorthRock Partners
Minnesota
$665K +$20.6K +524 +3%
APW
61
Atlantic Private Wealth
North Carolina
$641K +$275 +7 +0%
CWM
62
Congress Wealth Management
Massachusetts
$626K +$85.5K +2,176 +17%
SWP
63
Stratos Wealth Partners
Ohio
$602K -$29.6K -754 -5%
BWG
64
Beta Wealth Group
California
$601K +$570K +14,491 New
PGA
65
Portland Global Advisors
Maine
$595K +$37.5K +955 +7%
OL
66
Optas LLC
Texas
$594K +$22.2K +564 +4%
VAF
67
Values Added Financial
District of Columbia
$590K +$559K +14,217 New
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$575K +$304K +7,737 +126%
Baird Financial Group
69
Baird Financial Group
Wisconsin
$574K
RW
70
RVW Wealth
California
$568K -$169K -4,309 -24%
Creative Planning
71
Creative Planning
Kansas
$522K +$52.1K +1,326 +12%
MFG
72
Magnus Financial Group
New York
$514K +$1.45K +37 +0.3%
Jane Street
73
Jane Street
New York
$508K +$481K +12,245 New
BBA
74
BLB&B Advisors
Pennsylvania
$492K +$28.5K +725 +7%
SCM
75
Stordahl Capital Management
Colorado
$487K +$126K +3,203 +38%

XJH Hedge Fund Activity: Q2 2025 in Review

156 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P Mid-Cap ETF (XJH) for Q2 2025, worth a combined $207M — up 17% from $177M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new XJH positions and 4 closed out — a net gain of 18 holders — while 70 added to existing stakes and 37 trimmed.

The largest buyer was Miracle Mile Advisors, opening a new position worth an estimated $5.37M. The largest seller was Francis Financial, cutting an estimated $1.52M.

  • 156 institutional investors held iShares ESG Screened S&P Mid-Cap ETF (XJH) as of Q2 2025, up from 139 in Q1 2025.
  • Funds reported $207M of iShares ESG Screened S&P Mid-Cap ETF stock for Q2 2025, up 17% quarter-over-quarter.
  • 22 funds opened new iShares ESG Screened S&P Mid-Cap ETF positions in Q2 2025 and 4 closed out, a net change of +18 holders.
  • The largest iShares ESG Screened S&P Mid-Cap ETF buyer in Q2 2025 was Miracle Mile Advisors, an estimated $5.37M added.
  • The largest iShares ESG Screened S&P Mid-Cap ETF seller in Q2 2025 was Francis Financial, an estimated $1.52M sold.

Based on aggregated 13F filings for Q2 2025.