iShares ESG Screened S&P Mid-Cap ETF
XJH
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.
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: 174 → 179 (+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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$6.22M |
| 2 |
KeyBank National Association
Cleveland,
Ohio
|
+$5.4M |
| 3 |
SI
Seeds Investor
New York
|
+$1.69M |
| 4 |
Bank of New York Mellon
New York
|
+$1.48M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$1.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$5.09M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
-$4.66M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.68M |
| 4 |
Goldman Sachs
New York
|
-$1.38M |
| 5 |
Corient Private Wealth
Miami,
Florida
|
-$1.29M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
AssetMark Inc
Concord,
California
| $1.32K | -$47 | -1 | -3% |
|
|
CIAS
177
CBIZ Investment Advisory Services
Independence,
Ohio
| $1.13K | – | – | – |
|
|
AW
178
Avion Wealth
The Woodlands,
Texas
| $1K | – | – | – |
|
|
UFAC
179
Urban Financial Advisory Corp
Chicago,
Illinois
| $38 | – | – | – |
|
|
180
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$5.09M | -113,963 | Closed |
|
|
181
Goldman Sachs
New York
| – | -$1.38M | -30,818 | Closed |
|
182
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.16M | -25,869 | Closed |
|
|
AF
183
Amara Financial
San Francisco,
California
| – | -$364K | -8,161 | Closed |
|
|
AA
184
Alesco Advisors
Pittsford,
New York
| – | -$346K | -7,742 | Closed |
|
|
KAS
185
Kestra Advisory Services
Austin,
Texas
| – | -$202K | -4,529 | Closed |
|
|
WFA
186
Wells Financial Advisors
Framingham,
Massachusetts
| – | -$35.7K | -800 | Closed |
|
187
UBS Group
Zurich,
Switzerland
| – | -$1.21K | -27 | Closed |
|
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.