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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
FVIM
151
Fort Vancouver Investment Management
Washington
$35.4K
WTC
152
WhitTier Trust Company
Nevada
$32.6K
AA
153
Addison Advisors
Vermont
$31.8K
GIA
154
GHP Investment Advisors
Colorado
$31K +$47 +1 +0.1%
SAM
155
Sherman Asset Management
California
$30.9K -$2.9K -62 -8%
MFP
156
Meramec Financial Planners
Missouri
$27.2K -$25.2K -539 -50%
BFP
157
Birchwood Financial Partners
Minnesota
$26.4K +$47 +1 +0.2%
Deutsche Bank
158
Deutsche Bank
Germany
$25K +$14.1K +300 +120%
BlackRock
159
BlackRock
New York
$19.4K +$20K +427 New
KFI
160
Key Financial Inc
Pennsylvania
$15K
RF
161
Rossby Financial
Florida
$13.4K +$13.1K +279 +2,146%
TBFA
162
Three Bearings Fiduciary Advisors
New Hampshire
$13.1K
IA
163
IFP Advisors
Florida
$11.3K
1NWS
164
1 North Wealth Services
Maryland
$11.1K
GFA
165
Godfrey Financial Associates
New York
$9.8K +$1.17K +25 +13%
RPA
166
Redwood Park Advisors
California
$9.6K +$47 +1 +0.5%
National Bank of Canada
167
National Bank of Canada
Quebec, Canada
$6.29K +$6.56K +140 New
Wells Fargo
168
Wells Fargo
California
$6.22K -$20.7K -442 -76%
AF
169
Allworth Financial
California
$5.62K
MIA
170
Milestone Investment Advisors
Wisconsin
$5.45K
TCM
171
Triumph Capital Management
Colorado
$5.44K
FRA
172
Front Row Advisors
California
$4.54K
SWM
173
Spire Wealth Management
Virginia
$3.81K
MEG
174
Millstone Evans Group
Colorado
$3.08K
CB
175
Community Bank
New York
$2.63K

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.