iShares ESG Screened S&P Mid-Cap ETF
XJH
86 hedge funds and large institutions have $70.2M invested in iShares ESG Screened S&P Mid-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 16 reducing their positions, and 7 closing their positions.
144% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 16
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
8% more capital invested
Capital invested by funds: $64.7M → $70.2M (+$5.5M)
2.28% more ownership
Funds ownership: 60.54% → 62.81% (+2.3%)
1% more funds holding
Funds holding: 85 → 86 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
+$3.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$999K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$979K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$931K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$815K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RW
RVW Wealth
Los Angeles,
California
|
-$1.25M |
| 2 |
GG
GenWealth Group
Maplewood,
New Jersey
|
-$613K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$570K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$425K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$277K |
XJH Hedge Fund Activity: Q3 2023 in Review
86 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P Mid-Cap ETF (XJH) for Q3 2023, worth a combined $70.2M — up 8.5% from $64.7M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new XJH positions and 7 closed out — a net gain of 3 holders — while 39 added to existing stakes and 16 trimmed.
The largest buyer was Koss-Olinger Consulting, opening a new position worth an estimated $3.6M. The largest seller was RVW Wealth, cutting an estimated $1.25M.
- 86 institutional investors held iShares ESG Screened S&P Mid-Cap ETF (XJH) as of Q3 2023, up from 85 in Q2 2023.
- Funds reported $70.2M of iShares ESG Screened S&P Mid-Cap ETF stock for Q3 2023, up 8.5% quarter-over-quarter.
- 10 funds opened new iShares ESG Screened S&P Mid-Cap ETF positions in Q3 2023 and 7 closed out, a net change of +3 holders.
- The largest iShares ESG Screened S&P Mid-Cap ETF buyer in Q3 2023 was Koss-Olinger Consulting, an estimated $3.6M added.
- The largest iShares ESG Screened S&P Mid-Cap ETF seller in Q3 2023 was RVW Wealth, an estimated $1.25M sold.
Based on aggregated 13F filings for Q3 2023.