We are live on ! Find out more
XJH icon

iShares ESG Screened S&P Mid-Cap ETF

156 hedge funds and large institutions have $207M invested in iShares ESG Screened S&P Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 70 increasing their positions, 37 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 4

89% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 37

17% more capital invested

Capital invested by funds: $177M → $207M (+$29.7M)

12% more funds holding

Funds holding: 139156 (+17)

3.08% more ownership

Funds ownership: 69.86%72.94% (+3.1%)

Holders
156
Holders Change
+17
Holders Change %
+12.23%
% of All Funds
2.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
70
Reduced
37
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
76
Integrated Wealth Concepts
Massachusetts
$471K +$93.3K +2,373 +26%
DC
77
Davenport & Co
Virginia
$461K +$22.8K +581 +6%
CAL
78
Capital Analysts LLC
Pennsylvania
$445K -$3.22K -82 -0.8%
PFA
79
Pathway Financial Advisors
Vermont
$438K
GLA
80
Good Life Advisors
Pennsylvania
$417K +$10.9K +278 +3%
Truist Financial
81
Truist Financial
North Carolina
$412K +$14.1K +358 +4%
WC
82
Weil Company
California
$383K +$118K +3,011 +48%
BFS
83
Bradley Foster & Sargent
Connecticut
$373K +$353K +8,991 New
CPIG
84
Chicago Partners Investment Group
Illinois
$364K -$7.23K -184 -2%
NCM
85
Novare Capital Management
North Carolina
$362K +$342K +8,712 New
JAA
86
Joel Adams & Associates
North Carolina
$351K +$332K +8,456 New
TFO
87
Tarbox Family Office
California
$345K -$15.8K -402 -5%
AF
88
Amara Financial
California
$339K -$60.8K -1,548 -16%
ACM
89
Armbruster Capital Management
New York
$339K +$19.7K +500 +7%
AA
90
Alesco Advisors
New York
$321K +$3.66K +93 +1%
PI
91
PFG Investments
New York
$317K +$20.4K +520 +7%
EC
92
Estate Counselors
Wisconsin
$307K +$290K +7,390 New
MCM
93
MAI Capital Management
Ohio
$301K +$9.83K +250 +4%
CFIA
94
Cantor Fitzgerald Investment Advisors
New York
$285K -$2.99K -76 -1%
II
95
Impact Investors
California
$283K +$2.59K +66 +1%
FNC
96
First National Corp
Massachusetts
$269K +$12.7K +322 +5%
SWA
97
Sax Wealth Advisors
New Jersey
$263K
FFS
98
Fortress Financial Solutions
Arizona
$258K +$245K +6,223 New
MML Investors Services
99
MML Investors Services
Massachusetts
$251K -$106K -2,689 -31%
CASB
100
Cape Ann Savings Bank
Massachusetts
$251K +$3.93K +100 +2%

XJH Hedge Fund Activity: Q2 2025 in Review

156 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P Mid-Cap ETF (XJH) for Q2 2025, worth a combined $207M — up 17% from $177M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new XJH positions and 4 closed out — a net gain of 18 holders — while 70 added to existing stakes and 37 trimmed.

The largest buyer was Miracle Mile Advisors, opening a new position worth an estimated $5.37M. The largest seller was Francis Financial, cutting an estimated $1.52M.

  • 156 institutional investors held iShares ESG Screened S&P Mid-Cap ETF (XJH) as of Q2 2025, up from 139 in Q1 2025.
  • Funds reported $207M of iShares ESG Screened S&P Mid-Cap ETF stock for Q2 2025, up 17% quarter-over-quarter.
  • 22 funds opened new iShares ESG Screened S&P Mid-Cap ETF positions in Q2 2025 and 4 closed out, a net change of +18 holders.
  • The largest iShares ESG Screened S&P Mid-Cap ETF buyer in Q2 2025 was Miracle Mile Advisors, an estimated $5.37M added.
  • The largest iShares ESG Screened S&P Mid-Cap ETF seller in Q2 2025 was Francis Financial, an estimated $1.52M sold.

Based on aggregated 13F filings for Q2 2025.