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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
FUBT
101
First United Bank & Trust
Maryland
$246K -$150K -3,805 -39%
MSWA
102
Marshall & Sterling Wealth Advisors
New York
$237K -$30.5K -776 -12%
FC
103
Financial Council
Maryland
$220K +$157 +4 +0.1%
SS
104
Sound Stewardship
Kansas
$220K +$208K +5,301 New
SEIA
105
Signature Estate & Investment Advisors
California
$214K +$202K +5,147 New
RL
106
Rogco LP
Oklahoma
$204K +$393 +10 +0.2%
CWA
107
Crux Wealth Advisors
California
$202K -$886K -22,545 -82%
GRP
108
Global Retirement Partners
California
$187K +$178K +4,517 New
ADL
109
Asset Dedication LLC
California
$153K +$89K +2,265 +159%
SC
110
Stephens Consulting
Michigan
$129K -$2.95K -75 -2%
MJRIC
111
Mogy Joel R Investment Counsel
California
$125K
AIA
112
Arcadia Investment Advisors
Idaho
$117K +$1.26K +32 +1%
AAP
113
Arax Advisory Partners
Colorado
$110K -$93.1K -2,369 -47%
PWM
114
Parkworth Wealth Management
California
$108K +$314 +8 +0.3%
LFG
115
Larson Financial Group
Missouri
$105K +$983 +25 +1%
WTFG
116
Wood Tarver Financial Group
Idaho
$101K +$472 +12 +0.5%
AIA
117
Armor Investment Advisors
North Carolina
$92.4K
MWM
118
Mascoma Wealth Management
New Hampshire
$82.7K -$5.78K -147 -7%
Morgan Stanley
119
Morgan Stanley
New York
$81.4K +$17.4K +442 +29%
MWA
120
Medallion Wealth Advisors
Connecticut
$77.2K +$3.42K +87 +5%
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$73K
RDFA
122
Ritter Daniher Financial Advisory
Ohio
$66.4K
NRG
123
Nemes Rush Group
Michigan
$54.2K +$157 +4 +0.3%
Deutsche Bank
124
Deutsche Bank
Germany
$48.8K +$39.3K +1,000 +571%
AAG
125
Armstrong Advisory Group
Massachusetts
$48.1K +$6.01K +153 +15%

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.