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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
FFP
101
Freedom Financial Partners
Minnesota
$205K +$202K +4,677 New
SF
102
Synovus Financial
Georgia
$202K +$198K +4,595 New
TFA
103
TPG Financial Advisors
Oregon
$202K +$198K +4,596 New
MWM
104
Mascoma Wealth Management
New Hampshire
$147K +$58.7K +1,361 +68%
HBT
105
Hills Bank & Trust
Iowa
$143K +$140K +3,252 New
GRP
106
Global Retirement Partners
California
$138K -$59.3K -1,376 -30%
ME
107
McIlrath & Eck
Washington
$136K +$87.2K +2,023 +187%
MJRIC
108
Mogy Joel R Investment Counsel
California
$132K
AIA
109
Arcadia Investment Advisors
Idaho
$124K +$991 +23 +0.8%
SC
110
Stephens Consulting
Michigan
$124K -$12K -279 -9%
LFG
111
Larson Financial Group
Missouri
$111K +$86 +2 +0.1%
Morgan Stanley
112
Morgan Stanley
New York
$86.2K +$172 +4 +0.2%
HDIM
113
Hanson & Doremus Investment Management
Vermont
$84K +$34.2K +794 +71%
MWA
114
Medallion Wealth Advisors
Connecticut
$80.7K +$345 +8 +0.4%
Rockefeller Capital Management
115
Rockefeller Capital Management
New York
$79.4K +$78K +1,810 New
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$77K
AIA
117
Armor Investment Advisors
North Carolina
$60.1K -$36.9K -856 -38%
NRG
118
Nemes Rush Group
Michigan
$57K -$215 -5 -0.4%
RDFA
119
Ritter Daniher Financial Advisory
Ohio
$52.4K -$17.4K -404 -25%
AAG
120
Armstrong Advisory Group
Massachusetts
$50.6K -$259 -6 -0.5%
CSC
121
Caldwell Sutter Capital
California
$43.5K
Fidelity Investments
122
Fidelity Investments
Massachusetts
$42.7K +$4.78K +111 +13%
BCWM
123
Bartlett & Co Wealth Management
Ohio
$42.3K
VNA
124
Valley National Advisers
Pennsylvania
$42K
US Bancorp
125
US Bancorp
Minnesota
$38K

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.