iShares ESG Screened S&P Mid-Cap ETF
XJH
125 hedge funds and large institutions have $166M invested in iShares ESG Screened S&P Mid-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 60 increasing their positions, 26 reducing their positions, and 5 closing their positions.
260% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 5
131% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 26
20% more capital invested
Capital invested by funds: $139M → $166M (+$27.3M)
11% more funds holding
Funds holding: 113 → 125 (+12)
0.02% more ownership
Funds ownership: 70.23% → 70.25% (+0.02%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$5.67M |
| 2 |
EB
Eastern Bank
Boston,
Massachusetts
|
+$4.72M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.55M |
| 4 |
FF
Francis Financial
|
+$1.52M |
| 5 |
HWA
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
|
+$1.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$6.4M |
| 2 |
SRWM
Shira Ridge Wealth Management
Larkspur,
California
|
-$373K |
| 3 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$329K |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$326K |
| 5 |
SVWAG
Sound View Wealth Advisors Group
Savannah,
Georgia
|
-$284K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
126
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$326K | -8,238 | Closed |
|
|
SVWAG
127
Sound View Wealth Advisors Group
Savannah,
Georgia
| – | -$284K | -7,185 | Closed |
|
128
Jane Street
New York
| – | -$234K | -5,902 | Closed |
|
|
FLPIM
129
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
| – | -$49.5K | -1,250 | Closed |
|
|
SAM
130
Smartleaf Asset Management
Boston,
Massachusetts
| – | -$39 | -1 | Closed |
|
XJH Hedge Fund Activity: Q3 2024 in Review
125 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P Mid-Cap ETF (XJH) for Q3 2024, worth a combined $166M — up 20% from $139M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new XJH positions and 5 closed out — a net gain of 13 holders — while 60 added to existing stakes and 26 trimmed.
The largest buyer was World Investment Advisors, opening a new position worth an estimated $5.67M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $6.4M.
- 125 institutional investors held iShares ESG Screened S&P Mid-Cap ETF (XJH) as of Q3 2024, up from 113 in Q2 2024.
- Funds reported $166M of iShares ESG Screened S&P Mid-Cap ETF stock for Q3 2024, up 20% quarter-over-quarter.
- 18 funds opened new iShares ESG Screened S&P Mid-Cap ETF positions in Q3 2024 and 5 closed out, a net change of +13 holders.
- The largest iShares ESG Screened S&P Mid-Cap ETF buyer in Q3 2024 was World Investment Advisors, an estimated $5.67M added.
- The largest iShares ESG Screened S&P Mid-Cap ETF seller in Q3 2024 was Raymond James Financial Services Advisors, an estimated $6.4M sold.
Based on aggregated 13F filings for Q3 2024.