iShares ESG Screened S&P Mid-Cap ETF
XJH
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.
New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+5
Holders Change %
+6.85%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
35
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
76
JPMorgan Chase & Co
New York
| $2.2K | +$2.2K | +65 | New |
|
|
SWM
77
Spire Wealth Management
Mclean,
Virginia
| $2.04K | +$952 | +28 | +88% |
|
78
Commonwealth Equity Services
Waltham,
Massachusetts
| $483 | +$240 | +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 |
|