iShares ESG Screened S&P Mid-Cap ETF
XJH
3 hedge funds and large institutions have $794K invested in iShares ESG Screened S&P Mid-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, 1 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
50% more funds holding
Funds holding: 2 → 3 (+1)
85% less capital invested
Capital invested by funds: $5.14M → $794K (-$4.34M)
92.87% less ownership
Funds ownership: 100% → 7.13% (-93%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
+$122K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$59.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$3.85M |
| 2 |
Jane Street
New York
|
-$911K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $596K | -$911K | -31,271 | -63% |
|
|
JFA
2
JNBA Financial Advisors
Bloomington,
Minnesota
| $133K | +$122K | +4,176 | New |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $65K | +$59.5K | +2,043 | New |
|
|
4
BlackRock
New York
| – | -$3.85M | -150,000 | Closed |
|
XJH Hedge Fund Activity: Q4 2020 in Review
3 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P Mid-Cap ETF (XJH) for Q4 2020, worth a combined $794K — down 85% from $5.14M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new XJH positions and 1 closed out — a net gain of 1 holder — while 0 added to existing stakes and 1 trimmed.
The largest buyer was JNBA Financial Advisors, opening a new position worth an estimated $122K. The largest seller was BlackRock, exiting entirely with an estimated $3.85M sold.
- 3 institutional investors held iShares ESG Screened S&P Mid-Cap ETF (XJH) as of Q4 2020, up from 2 in Q3 2020.
- Funds reported $794K of iShares ESG Screened S&P Mid-Cap ETF stock for Q4 2020, down 85% quarter-over-quarter.
- 2 funds opened new iShares ESG Screened S&P Mid-Cap ETF positions in Q4 2020 and 1 closed out, a net change of +1 holder.
- The largest iShares ESG Screened S&P Mid-Cap ETF buyer in Q4 2020 was JNBA Financial Advisors, an estimated $122K added.
- The largest iShares ESG Screened S&P Mid-Cap ETF seller in Q4 2020 was BlackRock, an estimated $3.85M sold.
Based on aggregated 13F filings for Q4 2020.