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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
ST
126
Smithfield Trust
Pennsylvania
$37K
HAP
127
Harbor Asset Planning
Massachusetts
$36.2K +$86 +2 +0.2%
WFA
128
Wells Financial Advisors
Massachusetts
$35.1K
WOSD
129
WFA of San Diego
California
$34.7K
Deutsche Bank
130
Deutsche Bank
Germany
$34K -$17.2K -400 -34%
FVIM
131
Fort Vancouver Investment Management
Washington
$33.9K
WTC
132
WhitTier Trust Company
Nevada
$31.3K
AA
133
Addison Advisors
Vermont
$30.7K
GIA
134
GHP Investment Advisors
Colorado
$29.8K +$86 +2 +0.3%
KFI
135
Key Financial Inc
Pennsylvania
$14.5K
JP Morgan Chase
136
JP Morgan Chase
New York
$13.3K -$12.5K -291 -49%
1NWS
137
1 North Wealth Services
Maryland
$10.7K
RPA
138
Redwood Park Advisors
California
$9.22K
IA
139
IFP Advisors
Florida
$8.64K -$3.23K -75 -28%
AF
140
Allworth Financial
California
$5.4K
MIA
141
Milestone Investment Advisors
Wisconsin
$5.26K
FRA
142
Front Row Advisors
California
$4.38K +$4.31K +100 New
SWM
143
Spire Wealth Management
Virginia
$3.68K
MEG
144
Millstone Evans Group
Colorado
$2.98K +$2.93K +68 New
PS
145
Principal Securities
Iowa
$2.81K
AssetMark Inc
146
AssetMark Inc
California
$1.75K +$129 +3 +8%
CIAS
147
CBIZ Investment Advisory Services
Ohio
$1.05K
AW
148
Avion Wealth
Texas
$1K
RF
149
Rossby Financial
Florida
$571 +$560 +13 New
UFAC
150
Urban Financial Advisory Corp
Illinois
$37 +$43 +1 New

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.