iShares ESG Screened S&P Mid-Cap ETF
XJH
9 hedge funds and large institutions have $1.39M invested in iShares ESG Screened S&P Mid-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
200% more funds holding
Funds holding: 3 → 9 (+6)
75% more capital invested
Capital invested by funds: $794K → $1.39M (+$599K)
0.09% less ownership
Funds ownership: 7.13% → 7.03% (-0.09%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Mascoma Wealth Management
Hanover,
New Hampshire
|
+$487K |
| 2 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
+$246K |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
+$230K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$35.1K |
| 5 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$12.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$596K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MWM
1
Mascoma Wealth Management
Hanover,
New Hampshire
| $508K | +$487K | +14,127 | New |
|
|
JFA
2
JNBA Financial Advisors
Bloomington,
Minnesota
| $407K | +$246K | +7,136 | +171% |
|
|
CA
3
Cetera Advisors
Denver,
Colorado
| $240K | +$230K | +6,665 | New |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $110K | +$35.1K | +1,017 | +50% |
|
|
HWMA
5
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
| $94K | +$89.8K | +2,603 | New |
|
|
SFS
6
Sowell Financial Services
North Little Rock,
Arkansas
| $13K | +$12.3K | +357 | New |
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $12K | +$11.2K | +324 | New |
|
8
Bank of America
Charlotte,
North Carolina
| $6K | +$6.14K | +178 | New |
|
9
Morgan Stanley
New York
| $2K | +$1.97K | +57 | New |
|
|
CIAS
10
CBIZ Investment Advisory Services
Independence,
Ohio
| $1K | – | – | – |
|
|
11
Jane Street
New York
| – | -$596K | -18,727 | Closed |
|
XJH Hedge Fund Activity: Q1 2021 in Review
9 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P Mid-Cap ETF (XJH) for Q1 2021, worth a combined $1.39M — up 75% from $794K a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new XJH positions and 1 closed out — a net gain of 6 holders — while 2 added to existing stakes and 0 trimmed.
The largest buyer was Mascoma Wealth Management, opening a new position worth an estimated $487K. The largest seller was Jane Street, exiting entirely with an estimated $596K sold.
- 9 institutional investors held iShares ESG Screened S&P Mid-Cap ETF (XJH) as of Q1 2021, up from 3 in Q4 2020.
- Funds reported $1.39M of iShares ESG Screened S&P Mid-Cap ETF stock for Q1 2021, up 75% quarter-over-quarter.
- 7 funds opened new iShares ESG Screened S&P Mid-Cap ETF positions in Q1 2021 and 1 closed out, a net change of +6 holders.
- The largest iShares ESG Screened S&P Mid-Cap ETF buyer in Q1 2021 was Mascoma Wealth Management, an estimated $487K added.
- The largest iShares ESG Screened S&P Mid-Cap ETF seller in Q1 2021 was Jane Street, an estimated $596K sold.
Based on aggregated 13F filings for Q1 2021.