iShares ESG Screened S&P Mid-Cap ETF
XJH
139 hedge funds and large institutions have $176M invested in iShares ESG Screened S&P Mid-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 57 increasing their positions, 35 reducing their positions, and 4 closing their positions.
425% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 4
63% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 35
11% more funds holding
Funds holding: 125 → 139 (+14)
6% more capital invested
Capital invested by funds: $166M → $176M (+$10.2M)
1.22% more ownership
Funds ownership: 70.25% → 71.46% (+1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.4M |
| 2 |
Mariner
Overland Park,
Kansas
|
+$1.37M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.04M |
| 4 |
MIA
MainStreet Investment Advisors
Chicago,
Illinois
|
+$1M |
| 5 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
+$991K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
-$2.93M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.61M |
| 3 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$353K |
| 4 |
BRIA
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
-$257K |
| 5 |
HWA
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
|
-$190K |
XJH Hedge Fund Activity: Q4 2024 in Review
139 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P Mid-Cap ETF (XJH) for Q4 2024, worth a combined $176M — up 6.1% from $166M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new XJH positions and 4 closed out — a net gain of 17 holders — while 57 added to existing stakes and 35 trimmed.
The largest buyer was Bank of America, adding an estimated $1.4M. The largest seller was Cary Street Partners Investment Advisory, exiting entirely with an estimated $2.93M sold.
- 139 institutional investors held iShares ESG Screened S&P Mid-Cap ETF (XJH) as of Q4 2024, up from 125 in Q3 2024.
- Funds reported $176M of iShares ESG Screened S&P Mid-Cap ETF stock for Q4 2024, up 6.1% quarter-over-quarter.
- 21 funds opened new iShares ESG Screened S&P Mid-Cap ETF positions in Q4 2024 and 4 closed out, a net change of +17 holders.
- The largest iShares ESG Screened S&P Mid-Cap ETF buyer in Q4 2024 was Bank of America, an estimated $1.4M added.
- The largest iShares ESG Screened S&P Mid-Cap ETF seller in Q4 2024 was Cary Street Partners Investment Advisory, an estimated $2.93M sold.
Based on aggregated 13F filings for Q4 2024.