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iShares ESG Screened S&P Mid-Cap ETF

150 hedge funds and large institutions have $219M invested in iShares ESG Screened S&P Mid-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 57 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 46

6% more capital invested

Capital invested by funds: $207M → $219M (+$12.2M)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

4% less funds holding

Funds holding: 156150 (-6)

4.33% less ownership

Funds ownership: 72.94%68.61% (-4.3%)

Holders
150
Holders Change
-6
Holders Change %
-3.85%
% of All Funds
1.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
57
Reduced
46
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
76
Novare Capital Management
North Carolina
$374K -$7.76K -180 -2%
JAA
77
Joel Adams & Associates
North Carolina
$372K +$1.03K +24 +0.3%
TFO
78
Tarbox Family Office
California
$365K +$129 +3 +0%
ACM
79
Armbruster Capital Management
New York
$358K
AF
80
Amara Financial
California
$344K -$13.9K -323 -4%
AA
81
Alesco Advisors
New York
$339K
PI
82
PFG Investments
New York
$336K +$905 +21 +0.3%
MCM
83
MAI Capital Management
Ohio
$326K +$8.71K +202 +3%
CFIA
84
Cantor Fitzgerald Investment Advisors
New York
$303K +$1.25K +29 +0.4%
OL
85
Optas LLC
Texas
$298K -$325K -7,532 -53%
FNC
86
First National Corp
Massachusetts
$294K +$9.39K +218 +3%
FUBT
87
First United Bank & Trust
Maryland
$293K +$32.5K +755 +13%
II
88
Impact Investors
California
$293K -$6.25K -145 -2%
MML Investors Services
89
MML Investors Services
Massachusetts
$279K +$13.6K +316 +5%
ADL
90
Asset Dedication LLC
California
$263K +$99.8K +2,315 +63%
LPAM
91
Lodestar Private Asset Management
California
$255K +$250K +5,808 New
FFS
92
Fortress Financial Solutions
Arizona
$250K -$22.1K -513 -8%
CASB
93
Cape Ann Savings Bank
Massachusetts
$242K -$22.2K -515 -9%
SS
94
Sound Stewardship
Kansas
$241K +$8.66K +201 +4%
SWA
95
Sax Wealth Advisors
New Jersey
$241K -$36.4K -845 -13%
MSWA
96
Marshall & Sterling Wealth Advisors
New York
$237K -$13.6K -316 -6%
FC
97
Financial Council
Maryland
$233K +$129 +3 +0.1%
COCM
98
Charter Oak Capital Management
New Hampshire
$230K +$226K +5,244 New
RL
99
Rogco LP
Oklahoma
$216K
SEIA
100
Signature Estate & Investment Advisors
California
$211K -$14.3K -332 -6%

XJH Hedge Fund Activity: Q3 2025 in Review

150 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P Mid-Cap ETF (XJH) for Q3 2025, worth a combined $219M — up 5.9% from $207M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of XJH and 12 opened new positions — a net loss of 1 holder — while 46 trimmed existing stakes and 57 added.

The largest buyer was F.L. Putnam Investment Management, opening a new position worth an estimated $11.1M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $4.03M sold.

  • 150 institutional investors held iShares ESG Screened S&P Mid-Cap ETF (XJH) as of Q3 2025, down from 156 in Q2 2025.
  • Funds reported $219M of iShares ESG Screened S&P Mid-Cap ETF stock for Q3 2025, up 5.9% quarter-over-quarter.
  • 12 funds opened new iShares ESG Screened S&P Mid-Cap ETF positions in Q3 2025 and 13 closed out, a net change of -1 holder.
  • The largest iShares ESG Screened S&P Mid-Cap ETF buyer in Q3 2025 was F.L. Putnam Investment Management, an estimated $11.1M added.
  • The largest iShares ESG Screened S&P Mid-Cap ETF seller in Q3 2025 was Thrivent Financial for Lutherans, an estimated $4.03M sold.

Based on aggregated 13F filings for Q3 2025.