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iShares ESG Screened S&P Mid-Cap ETF

179 hedge funds and large institutions have $248M invested in iShares ESG Screened S&P Mid-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 77 increasing their positions, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

71% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 45

3% more funds holding

Funds holding: 174179 (+5)

1% more capital invested

Capital invested by funds: $245M → $248M (+$3.41M)

1.59% less ownership

Funds ownership: 73.07%71.49% (-1.6%)

Holders
179
Holders Change
+5
Holders Change %
+2.87%
% of All Funds
2.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
77
Reduced
45
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
II
101
Impact Investors
California
$312K +$6.46K +138 +2%
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$301K
FFS
103
Fortress Financial Solutions
Arizona
$296K +$45.3K +968 +17%
JAA
104
Joel Adams & Associates
North Carolina
$293K -$83.2K -1,777 -22%
MML Investors Services
105
MML Investors Services
Massachusetts
$285K -$9.23K -197 -3%
COCM
106
Charter Oak Capital Management
New Hampshire
$280K +$6.46K +138 +2%
CASB
107
Cape Ann Savings Bank
Massachusetts
$277K +$8.67K +185 +3%
FFP
108
Freedom Financial Partners
Minnesota
$264K +$52.3K +1,117 +24%
LPAM
109
Lodestar Private Asset Management
California
$263K -$1.08K -23 -0.4%
CA
110
Capital Advantage
California
$251K
PWC
111
Pathfinder Wealth Consulting
North Carolina
$250K
SWA
112
Sax Wealth Advisors
New Jersey
$245K
MSWA
113
Marshall & Sterling Wealth Advisors
New York
$244K +$3.47K +74 +1%
TFA
114
TPG Financial Advisors
Oregon
$243K +$12K +256 +5%
SS
115
Sound Stewardship
Kansas
$235K -$12.4K -265 -5%
FC
116
Financial Council
Maryland
$234K +$94 +2 +0%
MA
117
Mutual Advisors
Nebraska
$232K +$239K +5,105 New
EIG
118
Ellenbecker Investment Group
Wisconsin
$220K +$228K +4,859 New
GF
119
GGM Financials
Ohio
$214K +$221K +4,715 New
RL
120
Rogco LP
Oklahoma
$214K -$10.1K -215 -4%
RW
121
Rede Wealth
Virginia
$209K -$25K -534 -10%
NCM
122
Novare Capital Management
North Carolina
$206K -$176K -3,765 -45%
ME
123
McIlrath & Eck
Washington
$199K -$1.03K -22 -0.5%
LFG
124
Larson Financial Group
Missouri
$173K +$562 +12 +0.3%
HBT
125
Hills Bank & Trust
Iowa
$148K -$10.8K -230 -7%

XJH Hedge Fund Activity: Q1 2026 in Review

179 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P Mid-Cap ETF (XJH) for Q1 2026, worth a combined $248M — up 1.4% from $245M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new XJH positions and 8 closed out — a net gain of 11 holders — while 77 added to existing stakes and 45 trimmed.

The largest buyer was Beacon Pointe Advisors, opening a new position worth an estimated $6.22M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $5.09M sold.

  • 179 institutional investors held iShares ESG Screened S&P Mid-Cap ETF (XJH) as of Q1 2026, up from 174 in Q4 2025.
  • Funds reported $248M of iShares ESG Screened S&P Mid-Cap ETF stock for Q1 2026, up 1.4% quarter-over-quarter.
  • 19 funds opened new iShares ESG Screened S&P Mid-Cap ETF positions in Q1 2026 and 8 closed out, a net change of +11 holders.
  • The largest iShares ESG Screened S&P Mid-Cap ETF buyer in Q1 2026 was Beacon Pointe Advisors, an estimated $6.22M added.
  • The largest iShares ESG Screened S&P Mid-Cap ETF seller in Q1 2026 was Thrivent Financial for Lutherans, an estimated $5.09M sold.

Based on aggregated 13F filings for Q1 2026.