iShares ESG Screened S&P Mid-Cap ETF
XJH
113 hedge funds and large institutions have $139M invested in iShares ESG Screened S&P Mid-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 21 reducing their positions, and 9 closing their positions.
167% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 21
78% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 9
11% more capital invested
Capital invested by funds: $125M → $139M (+$14.3M)
6% more funds holding
Funds holding: 107 → 113 (+6)
1.24% more ownership
Funds ownership: 68.98% → 70.23% (+1.2%)
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
|
+$5.62M |
| 2 |
EB
Eastern Bank
Boston,
Massachusetts
|
+$5.03M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$3.25M |
| 4 |
FF
Francis Financial
|
+$1.88M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.64M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.17M |
| 3 |
FCM
Fortis Capital Management
Bellevue,
Washington
|
-$867K |
| 4 |
Jane Street
New York
|
-$819K |
| 5 |
PBF
Petix & Botte Financial
La Mesa,
California
|
-$513K |
XJH Hedge Fund Activity: Q2 2024 in Review
113 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P Mid-Cap ETF (XJH) for Q2 2024, worth a combined $139M — up 11% from $125M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new XJH positions and 9 closed out — a net gain of 7 holders — while 56 added to existing stakes and 21 trimmed.
The largest buyer was Koss-Olinger Consulting, opening a new position worth an estimated $5.62M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.64M sold.
- 113 institutional investors held iShares ESG Screened S&P Mid-Cap ETF (XJH) as of Q2 2024, up from 107 in Q1 2024.
- Funds reported $139M of iShares ESG Screened S&P Mid-Cap ETF stock for Q2 2024, up 11% quarter-over-quarter.
- 16 funds opened new iShares ESG Screened S&P Mid-Cap ETF positions in Q2 2024 and 9 closed out, a net change of +7 holders.
- The largest iShares ESG Screened S&P Mid-Cap ETF buyer in Q2 2024 was Koss-Olinger Consulting, an estimated $5.62M added.
- The largest iShares ESG Screened S&P Mid-Cap ETF seller in Q2 2024 was Citadel Advisors, an estimated $1.64M sold.
Based on aggregated 13F filings for Q2 2024.