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iShares ESG Screened S&P Mid-Cap ETF

15 hedge funds and large institutions have $6.79M invested in iShares ESG Screened S&P Mid-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 5 increasing their positions, reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

387% more capital invested

Capital invested by funds: $1.39M → $6.79M (+$5.39M)

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

67% more funds holding

Funds holding: 915 (+6)

15.84% more ownership

Funds ownership: 7.03%22.87% (+16%)

Holders
15
Holders Change
+6
Holders Change %
+66.67%
% of All Funds
0.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
5
Reduced
Closed
3
Calls
Puts
Net Calls
Net Calls Change

XJH Hedge Fund Activity: Q2 2021 in Review

15 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P Mid-Cap ETF (XJH) for Q2 2021, worth a combined $6.79M — up 387% from $1.39M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new XJH positions and 3 closed out — a net gain of 6 holders — while 5 added to existing stakes and 0 trimmed.

The largest buyer was Franklin Resources, opening a new position worth an estimated $1.55M. The largest seller was Sowell Financial Services, exiting entirely with an estimated $13K sold.

  • 15 institutional investors held iShares ESG Screened S&P Mid-Cap ETF (XJH) as of Q2 2021, up from 9 in Q1 2021.
  • Funds reported $6.79M of iShares ESG Screened S&P Mid-Cap ETF stock for Q2 2021, up 387% quarter-over-quarter.
  • 9 funds opened new iShares ESG Screened S&P Mid-Cap ETF positions in Q2 2021 and 3 closed out, a net change of +6 holders.
  • The largest iShares ESG Screened S&P Mid-Cap ETF buyer in Q2 2021 was Franklin Resources, an estimated $1.55M added.
  • The largest iShares ESG Screened S&P Mid-Cap ETF seller in Q2 2021 was Sowell Financial Services, an estimated $13K sold.

Based on aggregated 13F filings for Q2 2021.