iShares ESG Screened S&P Mid-Cap ETF
XJH
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.
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: 156 → 150 (-6)
4.33% less ownership
Funds ownership: 72.94% → 68.61% (-4.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FLPIM
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
+$11.1M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.66M |
| 3 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
+$876K |
| 4 |
Mariner
Overland Park,
Kansas
|
+$802K |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
+$589K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$4.03M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.94M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$971K |
| 4 |
Bessemer Group
Woodbridge,
New Jersey
|
-$912K |
| 5 |
Jane Street
New York
|
-$508K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
151
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$4.03M | -97,066 | Closed |
|
|
DL
152
DOHJ LLC
Seattle,
Washington
| – | -$3.22M | -86,289 | Closed |
|
|
153
Citadel Advisors
Miami,
Florida
| – | -$1.94M | -46,848 | Closed |
|
|
154
Bessemer Group
Woodbridge,
New Jersey
| – | -$912K | -21,985 | Closed |
|
|
155
Jane Street
New York
| – | -$508K | -12,245 | Closed |
|
|
EC
156
Estate Counselors
Thiensville,
Wisconsin
| – | -$307K | -7,390 | Closed |
|
|
CWA
157
Crux Wealth Advisors
Long Beach,
California
| – | -$202K | -4,865 | Closed |
|
|
AAP
158
Arax Advisory Partners
Denver,
Colorado
| – | -$110K | -2,640 | Closed |
|
|
WTFG
159
Wood Tarver Financial Group
Boise,
Idaho
| – | -$101K | -2,442 | Closed |
|
|
BMM
160
Berkshire Money Management
Dalton,
Massachusetts
| – | -$41.5K | -1,000 | Closed |
|
161
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$6.53K | -160 | Closed |
|
|
POIA
162
Pin Oak Investment Advisors
Houston,
Texas
| – | -$3K | -94 | Closed |
|
|
AAS
163
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$3.32K | -80 | Closed |
|
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.