We are live on ! Find out more
XJH icon

iShares ESG Screened S&P Mid-Cap ETF
XJH

179 hedge funds and large institutions have $248M invested in iShares ESG Screened S&P Mid-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 77 increasing their positions, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

71% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 45

3% more funds holding

Funds holding: 174 → 179 (+5)

1% more capital invested

Capital invested by funds: $245M → $248M (+$3.41M)

1.59% less ownership

Funds ownership: 73.07% → 71.49% (-1.6%)

Holders
179
Holders Change
+5
Holders Change %
+2.87%
% of All Funds
2.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
77
Reduced
45
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BPA
Beacon Pointe Advisors
California
+$6.22M
2
KeyBank National Association
KeyBank National Association
Ohio
+$5.4M
3
SI
Seeds Investor
New York
+$1.69M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.48M
5
Creative Planning
Creative Planning
Kansas
+$1.35M

Top Sellers

Rank Fund Capital Flow
1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$5.09M
2
Raymond James Financial
Raymond James Financial
Florida
-$4.66M
3
Bank of America
Bank of America
North Carolina
-$1.68M
4
Goldman Sachs
Goldman Sachs
New York
-$1.38M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$1.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
OL
76
Optas LLC
Texas
$515K +$218K +4,664 +70%
PFA
77
Pathway Financial Advisors
Vermont
$491K – – –
WC
78
Weil Company
California
$477K +$16.7K +356 +4%
BCWM
79
Bartlett & Co Wealth Management
Ohio
$476K +$419K +8,950 +1,050%
MCWS
80
McKinley Carter Wealth Services
West Virginia
$467K -$426K -9,097 -47%
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
$443K +$372K +7,944 +439%
CPIG
82
Chicago Partners Investment Group
Illinois
$437K +$11.3K +241 +3%
ACM
83
Armbruster Capital Management
New York
$419K +$49.2K +1,050 +13%
HAIM
84
Hunter Associates Investment Management
Pennsylvania
$417K – – –
Cerity Partners
85
Cerity Partners
New York
$412K +$426K +9,089 New
BFS
86
Bradley Foster & Sargent
Connecticut
$407K +$4.59K +98 +1%
MPWS
87
McCarter Private Wealth Services
Massachusetts
$407K +$56.2K +1,200 +15%
BAM
88
Belpointe Asset Management
Nevada
$407K +$420K +8,972 New
FCA
89
Fortis Capital Advisors
Kansas
$407K +$420K +8,972 New
FFA
90
Farther Finance Advisors
California
$404K +$182K +3,878 +79%
WIA
91
Westview Investment Advisors
Vermont
$401K +$85.3K +1,821 +26%
MFS
92
McNamara Financial Services
Massachusetts
$390K +$181K +3,856 +81%
TFO
93
Tarbox Family Office
California
$382K +$19K +406 +5%
HAG
94
HighPoint Advisor Group
Illinois
$354K -$468 -10 -0.1%
PI
95
PFG Investments
New York
$349K +$749 +16 +0.2%
WAM
96
Weinberger Asset Management
California
$347K +$358K +7,653 New
TPF
97
Tribridge Partners Financial
Maryland
$347K +$115K +2,446 +48%
MCM
98
MAI Capital Management
Ohio
$326K -$12.6K -270 -4%
CFIA
99
Cantor Fitzgerald Investment Advisors
New York
$317K +$1.36K +29 +0.4%
ADL
100
Asset Dedication LLC
California
$312K -$4.45K -95 -1%
2 3
4
5 6

XJH Hedge Fund Activity: Q1 2026 in Review

179 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P Mid-Cap ETF (XJH) for Q1 2026, worth a combined $248M — up 1.4% from $245M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new XJH positions and 8 closed out — a net gain of 11 holders — while 77 added to existing stakes and 45 trimmed.

The largest buyer was Beacon Pointe Advisors, opening a new position worth an estimated $6.22M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $5.09M sold.

  • 179 institutional investors held iShares ESG Screened S&P Mid-Cap ETF (XJH) as of Q1 2026, up from 174 in Q4 2025.
  • Funds reported $248M of iShares ESG Screened S&P Mid-Cap ETF stock for Q1 2026, up 1.4% quarter-over-quarter.
  • 19 funds opened new iShares ESG Screened S&P Mid-Cap ETF positions in Q1 2026 and 8 closed out, a net change of +11 holders.
  • The largest iShares ESG Screened S&P Mid-Cap ETF buyer in Q1 2026 was Beacon Pointe Advisors, an estimated $6.22M added.
  • The largest iShares ESG Screened S&P Mid-Cap ETF seller in Q1 2026 was Thrivent Financial for Lutherans, an estimated $5.09M sold.

Based on aggregated 13F filings for Q1 2026.