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iShares ESG Screened S&P Mid-Cap ETF

150 hedge funds and large institutions have $219M invested in iShares ESG Screened S&P Mid-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 57 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 46

6% more capital invested

Capital invested by funds: $207M → $219M (+$12.2M)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

4% less funds holding

Funds holding: 156150 (-6)

4.33% less ownership

Funds ownership: 72.94%68.61% (-4.3%)

Holders
150
Holders Change
-6
Holders Change %
-3.85%
% of All Funds
1.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
57
Reduced
46
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFM
51
Eley Financial Management
Vermont
$857K +$1.72K +40 +0.2%
Focus Partners Wealth
52
Focus Partners Wealth
Massachusetts
$853K +$71.5K +1,659 +9%
TDWM
53
Topel & Distasi Wealth Management
California
$835K -$3.19K -74 -0.4%
ACA
54
Aptus Capital Advisors
Alabama
$818K +$3.32K +77 +0.4%
B
55
Birchbrook
Maine
$817K -$41K -951 -5%
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$708K +$19.7K +458 +3%
APW
57
Atlantic Private Wealth
North Carolina
$678K +$431 +10 +0.1%
NP
58
NorthRock Partners
Minnesota
$666K -$36.8K -853 -5%
SWP
59
Stratos Wealth Partners
Ohio
$643K +$6.81K +158 +1%
PGA
60
Portland Global Advisors
Maine
$629K
BWG
61
Beta Wealth Group
California
$620K -$15.5K -360 -2%
RW
62
RVW Wealth
California
$600K
IWC
63
Integrated Wealth Concepts
Massachusetts
$592K +$93.4K +2,167 +19%
Baird Financial Group
64
Baird Financial Group
Wisconsin
$590K -$17.2K -398 -3%
Creative Planning
65
Creative Planning
Kansas
$552K +$302 +7 +0.1%
MFG
66
Magnus Financial Group
New York
$545K +$1.51K +35 +0.3%
SCM
67
Stordahl Capital Management
Colorado
$520K +$5.34K +124 +1%
BBA
68
BLB&B Advisors
Pennsylvania
$510K -$10.3K -240 -2%
DC
69
Davenport & Co
Virginia
$486K -$948 -22 -0.2%
CAL
70
Capital Analysts LLC
Pennsylvania
$465K -$5.17K -120 -1%
PFA
71
Pathway Financial Advisors
Vermont
$463K
WC
72
Weil Company
California
$454K +$48.5K +1,126 +12%
BFS
73
Bradley Foster & Sargent
Connecticut
$394K
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$393K -$212K -4,909 -35%
CPIG
75
Chicago Partners Investment Group
Illinois
$381K +$9.18K +213 +3%

XJH Hedge Fund Activity: Q3 2025 in Review

150 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P Mid-Cap ETF (XJH) for Q3 2025, worth a combined $219M — up 5.9% from $207M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of XJH and 12 opened new positions — a net loss of 1 holder — while 46 trimmed existing stakes and 57 added.

The largest buyer was F.L. Putnam Investment Management, opening a new position worth an estimated $11.1M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $4.03M sold.

  • 150 institutional investors held iShares ESG Screened S&P Mid-Cap ETF (XJH) as of Q3 2025, down from 156 in Q2 2025.
  • Funds reported $219M of iShares ESG Screened S&P Mid-Cap ETF stock for Q3 2025, up 5.9% quarter-over-quarter.
  • 12 funds opened new iShares ESG Screened S&P Mid-Cap ETF positions in Q3 2025 and 13 closed out, a net change of -1 holder.
  • The largest iShares ESG Screened S&P Mid-Cap ETF buyer in Q3 2025 was F.L. Putnam Investment Management, an estimated $11.1M added.
  • The largest iShares ESG Screened S&P Mid-Cap ETF seller in Q3 2025 was Thrivent Financial for Lutherans, an estimated $4.03M sold.

Based on aggregated 13F filings for Q3 2025.