iShares ESG Screened S&P Mid-Cap ETF
XJH
107 hedge funds and large institutions have $125M invested in iShares ESG Screened S&P Mid-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 25 reducing their positions, and 4 closing their positions.
400% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 4
92% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 25
39% more capital invested
Capital invested by funds: $89.8M → $125M (+$34.9M)
15% more funds holding
Funds holding: 93 → 107 (+14)
2.87% more ownership
Funds ownership: 66.11% → 68.98% (+2.9%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$12.3M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$7.21M |
| 3 |
Mariner
Overland Park,
Kansas
|
+$2.66M |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
+$2.07M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
-$4.55M |
| 2 |
WI
WrapManager Inc
Mill Valley,
California
|
-$1.72M |
| 3 |
LPL Financial
San Diego,
California
|
-$722K |
| 4 |
GG
GenWealth Group
Maplewood,
New Jersey
|
-$700K |
| 5 |
AF
Affiance Financial
St. Louis Park,
Minnesota
|
-$680K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
POIA
101
Pin Oak Investment Advisors
Houston,
Texas
| $4K | – | – | – |
|
|
SWM
102
Spire Wealth Management
Mclean,
Virginia
| $3.45K | +$923 | +24 | +40% |
|
103
Fidelity Investments
Boston,
Massachusetts
| $3.2K | +$2.96K | +77 | +7,700% |
|
|
IA
104
IFP Advisors
Tampa,
Florida
| $2.71K | +$2.54K | +66 | New |
|
|
PS
105
Principal Securities
Des Moines,
Iowa
| $2.18K | +$77 | +2 | +4% |
|
|
CIAS
106
CBIZ Investment Advisory Services
Independence,
Ohio
| $904 | +$846 | +22 | New |
|
107
Morgan Stanley
New York
| $53 | +$38 | +1 | New |
|
|
KOC
108
Koss-Olinger Consulting
Gainesville,
Florida
| – | -$4.55M | -120,568 | Closed |
|
|
GG
109
GenWealth Group
Maplewood,
New Jersey
| – | -$700K | -18,545 | Closed |
|
|
OCM
110
One Capital Management
Westlake Village,
California
| – | -$560K | -14,849 | Closed |
|
111
JP Morgan Chase
New York
| – | -$99.3K | -2,633 | Closed |
|
XJH Hedge Fund Activity: Q1 2024 in Review
107 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P Mid-Cap ETF (XJH) for Q1 2024, worth a combined $125M — up 39% from $89.8M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new XJH positions and 4 closed out — a net gain of 16 holders — while 48 added to existing stakes and 25 trimmed.
The largest buyer was Bank of America, adding an estimated $12.3M. The largest seller was Koss-Olinger Consulting, exiting entirely with an estimated $4.55M sold.
- 107 institutional investors held iShares ESG Screened S&P Mid-Cap ETF (XJH) as of Q1 2024, up from 93 in Q4 2023.
- Funds reported $125M of iShares ESG Screened S&P Mid-Cap ETF stock for Q1 2024, up 39% quarter-over-quarter.
- 20 funds opened new iShares ESG Screened S&P Mid-Cap ETF positions in Q1 2024 and 4 closed out, a net change of +16 holders.
- The largest iShares ESG Screened S&P Mid-Cap ETF buyer in Q1 2024 was Bank of America, an estimated $12.3M added.
- The largest iShares ESG Screened S&P Mid-Cap ETF seller in Q1 2024 was Koss-Olinger Consulting, an estimated $4.55M sold.
Based on aggregated 13F filings for Q1 2024.