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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
MWM
126
Mascoma Wealth Management
New Hampshire
$145K -$7.21K -154 -5%
FUBT
127
First United Bank & Trust
Maryland
$136K -$1.41K -30 -1%
MJRIC
128
Mogy Joel R Investment Counsel
California
$136K
CAM
129
Clarity Asset Management
Iowa
$134K +$138K +2,952 New
AIA
130
Arcadia Investment Advisors
Idaho
$129K
AAP
131
Arax Advisory Partners
Colorado
$120K
BA
132
Blueline Advisors
New Hampshire
$96.8K -$4.5K -96 -4%
Morgan Stanley
133
Morgan Stanley
New York
$95.7K +$6.42K +137 +7%
AIA
134
Armor Investment Advisors
North Carolina
$95.4K
JP Morgan Chase
135
JP Morgan Chase
New York
$89.3K +$71.2K +1,521 +299%
NRG
136
Nemes Rush Group
Michigan
$88.4K +$30.5K +652 +50%
HDIM
137
Hanson & Doremus Investment Management
Vermont
$87K
MWA
138
Medallion Wealth Advisors
Connecticut
$81.9K +$2.2K +47 +3%
ST
139
Smithfield Trust
Pennsylvania
$68K +$26K +555 +57%
GKIM
140
GW&K Investment Management
Massachusetts
$60K +$62K +1,324 New
RDFA
141
Ritter Daniher Financial Advisory
Ohio
$59.7K +$5.62K +120 +10%
AAG
142
Armstrong Advisory Group
Massachusetts
$51K -$2.58K -55 -5%
CSC
143
Caldwell Sutter Capital
California
$45K
VNA
144
Valley National Advisers
Pennsylvania
$44K
Fidelity Investments
145
Fidelity Investments
Massachusetts
$41.2K +$2.86K +61 +7%
CI
146
Corient IA
Florida
$40.8K +$42.2K +900 New
FWP
147
FAS Wealth Partners
Kansas
$40.6K +$47 +1 +0.1%
US Bancorp
148
US Bancorp
Minnesota
$39.3K
HAP
149
Harbor Asset Planning
Massachusetts
$37.7K +$94 +2 +0.2%
WOSD
150
WFA of San Diego
California
$35.9K

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.