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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
HDIM
126
Hanson & Doremus Investment Management
Vermont
$46K
ME
127
McIlrath & Eck
Washington
$44.9K
BMM
128
Berkshire Money Management
Massachusetts
$41.5K +$39.3K +1,000 New
CSC
129
Caldwell Sutter Capital
California
$41.1K
BCWM
130
Bartlett & Co Wealth Management
Ohio
$40K
VNA
131
Valley National Advisers
Pennsylvania
$40K +$38.2K +971 New
US Bancorp
132
US Bancorp
Minnesota
$36K -$12.5K -319 -27%
Fidelity Investments
133
Fidelity Investments
Massachusetts
$35.8K
ST
134
Smithfield Trust
Pennsylvania
$35K
HAP
135
Harbor Asset Planning
Massachusetts
$34.1K +$32.4K +823 New
WFA
136
Wells Financial Advisors
Massachusetts
$33.2K
WOSD
137
WFA of San Diego
California
$32.8K +$31.1K +791 New
FVIM
138
Fort Vancouver Investment Management
Washington
$32.1K +$1.93K +49 +7%
WTC
139
WhitTier Trust Company
Nevada
$29.5K
AA
140
Addison Advisors
Vermont
$29.1K
GIA
141
GHP Investment Advisors
Colorado
$28.1K +$79 +2 +0.3%
JP Morgan Chase
142
JP Morgan Chase
New York
$24.7K +$17K +432 +267%
KFI
143
Key Financial Inc
Pennsylvania
$13.7K
IA
144
IFP Advisors
Florida
$11.3K +$1.61K +41 +18%
1NWS
145
1 North Wealth Services
Maryland
$10.2K
RPA
146
Redwood Park Advisors
California
$8.7K +$39 +1 +0.5%
National Bank of Canada
147
National Bank of Canada
Quebec, Canada
$6.53K
AF
148
Allworth Financial
California
$5.09K +$39 +1 +0.8%
MIA
149
Milestone Investment Advisors
Wisconsin
$4.98K
SWM
150
Spire Wealth Management
Virginia
$3.49K

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.