iShares ESG Screened S&P Mid-Cap ETF
XJH
78 hedge funds and large institutions have $61.2M invested in iShares ESG Screened S&P Mid-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 18 reducing their positions, and 7 closing their positions.
100% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 7
94% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 18
7% more funds holding
Funds holding: 73 → 78 (+5)
1% less capital invested
Capital invested by funds: $62.1M → $61.2M (-$865K)
7.23% less ownership
Funds ownership: 66.81% → 59.58% (-7.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EB
Eastern Bank
Boston,
Massachusetts
|
+$4.59M |
| 2 |
AF
Affiance Financial
St. Louis Park,
Minnesota
|
+$973K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$749K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$559K |
| 5 |
LSA
L & S Advisors
Los Angeles,
California
|
+$521K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RW
RVW Wealth
Los Angeles,
California
|
-$7.4M |
| 2 |
CG
Colony Group
Boston,
Massachusetts
|
-$1.34M |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$1.21M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$1.14M |
| 5 |
FC
Fulcrum Capital
Seattle,
Washington
|
-$1.13M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
JP Morgan Chase
New York
| $2.2K | +$2.25K | +65 | New |
|
|
SWM
77
Spire Wealth Management
Mclean,
Virginia
| $2.04K | +$970 | +28 | +88% |
|
78
Commonwealth Equity Services
Waltham,
Massachusetts
| $483 | +$245K | +7,082 | +99% |
|
|
IA
79
IFP Advisors
Tampa,
Florida
| – | -$1.21M | -48,687 | Closed |
|
|
FC
80
Fulcrum Capital
Seattle,
Washington
| – | -$1.13M | -34,354 | Closed |
|
81
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$699K | -21,209 | Closed |
|
|
GG
82
GenWealth Group
Maplewood,
New Jersey
| – | -$594K | -18,104 | Closed |
|
|
WOSD
83
WFA of San Diego
San Diego,
California
| – | -$25.9K | -791 | Closed |
|
|
NA
84
NewEdge Advisors
New Orleans,
Louisiana
| – | -$19.4K | -591 | Closed |
|
85
Fidelity Investments
Boston,
Massachusetts
| – | -$33 | -1 | Closed |
|
XJH Hedge Fund Activity: Q1 2023 in Review
78 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P Mid-Cap ETF (XJH) for Q1 2023, worth a combined $61.2M — down 1.4% from $62.1M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new XJH positions and 7 closed out — a net gain of 7 holders — while 35 added to existing stakes and 18 trimmed.
The largest buyer was Eastern Bank, opening a new position worth an estimated $4.59M. The largest seller was RVW Wealth, cutting an estimated $7.4M.
- 78 institutional investors held iShares ESG Screened S&P Mid-Cap ETF (XJH) as of Q1 2023, up from 73 in Q4 2022.
- Funds reported $61.2M of iShares ESG Screened S&P Mid-Cap ETF stock for Q1 2023, down 1.4% quarter-over-quarter.
- 14 funds opened new iShares ESG Screened S&P Mid-Cap ETF positions in Q1 2023 and 7 closed out, a net change of +7 holders.
- The largest iShares ESG Screened S&P Mid-Cap ETF buyer in Q1 2023 was Eastern Bank, an estimated $4.59M added.
- The largest iShares ESG Screened S&P Mid-Cap ETF seller in Q1 2023 was RVW Wealth, an estimated $7.4M sold.
Based on aggregated 13F filings for Q1 2023.