iShares ESG Screened S&P Mid-Cap ETF
XJH
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.
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: 139 → 156 (+17)
3.08% more ownership
Funds ownership: 69.86% → 72.94% (+3.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
+$5.37M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$3.82M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$2.07M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.84M |
| 5 |
Mariner
Overland Park,
Kansas
|
+$1.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FF
Francis Financial
|
-$1.52M |
| 2 |
CWA
Crux Wealth Advisors
Long Beach,
California
|
-$886K |
| 3 |
CFG
Carr Financial Group
Worcester,
Massachusetts
|
-$711K |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
-$667K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$592K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AAS
151
Ameritas Advisory Services
Lincoln,
Nebraska
| $3.32K | +$3.15K | +80 | New |
|
|
POIA
152
Pin Oak Investment Advisors
Houston,
Texas
| $3K | – | – | – |
|
|
PS
153
Principal Securities
Des Moines,
Iowa
| $2.66K | +$432 | +11 | +21% |
|
154
AssetMark Inc
Concord,
California
| $1.54K | – | – | – |
|
|
AW
155
Avion Wealth
The Woodlands,
Texas
| $1K | – | – | – |
|
|
CIAS
156
CBIZ Investment Advisory Services
Independence,
Ohio
| $996 | +$39 | +1 | +4% |
|
|
CFG
157
Carr Financial Group
Worcester,
Massachusetts
| – | -$711K | -18,187 | Closed |
|
|
158
Mercer Global Advisors
Denver,
Colorado
| – | -$667K | -17,068 | Closed |
|
|
CA
159
Capital Advantage
Walnut Creek,
California
| – | -$262K | -6,273 | Closed |
|
|
UFAC
160
Urban Financial Advisory Corp
Chicago,
Illinois
| – | -$93.7K | -2,398 | Closed |
|
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.