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iShares ESG Screened S&P Mid-Cap ETF
XJH

21 hedge funds and large institutions have $9.05M invested in iShares ESG Screened S&P Mid-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 1

40% more funds holding

Funds holding: 15 → 21 (+6)

33% more capital invested

Capital invested by funds: $6.79M → $9.05M (+$2.26M)

2.26% more ownership

Funds ownership: 22.87% → 25.13% (+2.3%)

Holders
21
Holders Change
+6
Holders Change %
+40%
% of All Funds
0.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
7
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$714K
2
Franklin Resources
Franklin Resources
California
+$674K
3
RW
RVW Wealth
California
+$503K
4
BFO
Biltmore Family Office
North Carolina
+$385K
5
JFA
JNBA Financial Advisors
Minnesota
+$349K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$268K
Name Holding Trade Value Shares
Change 		Change in
Stake
Franklin Resources
1
Franklin Resources
California
$2.17M +$674K +18,184 +44%
MWM
2
Mascoma Wealth Management
New Hampshire
$1.13M +$53.9K +1,456 +5%
Goldman Sachs
3
Goldman Sachs
New York
$1.11M – – –
Jane Street
4
Jane Street
New York
$1.04M -$268K -7,233 -20%
JFA
5
JNBA Financial Advisors
Minnesota
$892K +$349K +9,433 +62%
Citadel Advisors
6
Citadel Advisors
Florida
$697K +$714K +19,279 New
BFO
7
Biltmore Family Office
North Carolina
$376K +$385K +10,400 New
CA
8
Cetera Advisors
Colorado
$282K – – –
SVWAG
9
Sound View Wealth Advisors Group
Georgia
$225K +$20.5K +554 +10%
BF
10
Blankinship & Foster
California
$225K +$231K +6,229 New
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$224K – – –
LWP
12
Laurel Wealth Planning
Minnesota
$196K +$201K +5,425 New
Osaic Holdings
13
Osaic Holdings
Arizona
$161K +$32.3K +871 +24%
HWMA
14
Heritage Wealth Management (Arizona)
Arizona
$155K +$24.4K +658 +18%
KTC
15
Kistler-Tiffany Companies
Pennsylvania
$65K +$29.7K +803 +81%
ME
16
McIlrath & Eck
Washington
$47K +$48K +1,297 New
APA
17
American Portfolios Advisors
New York
$25.3K – – –
TFS
18
TrustCore Financial Services
Tennessee
$24K – – –
Morgan Stanley
19
Morgan Stanley
New York
$2K – – –
POIA
20
Pin Oak Investment Advisors
Texas
$2K – – –
CIAS
21
CBIZ Investment Advisory Services
Ohio
$1K – – –
RW
22
RVW Wealth
California
– +$503K +13,573 New

XJH Hedge Fund Activity: Q3 2021 in Review

21 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P Mid-Cap ETF (XJH) for Q3 2021, worth a combined $9.05M — up 33% from $6.79M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new XJH positions and 0 closed out — a net gain of 6 holders — while 7 added to existing stakes and 1 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $714K. The largest seller was Jane Street, cutting an estimated $268K.

  • 21 institutional investors held iShares ESG Screened S&P Mid-Cap ETF (XJH) as of Q3 2021, up from 15 in Q2 2021.
  • Funds reported $9.05M of iShares ESG Screened S&P Mid-Cap ETF stock for Q3 2021, up 33% quarter-over-quarter.
  • 6 funds opened new iShares ESG Screened S&P Mid-Cap ETF positions in Q3 2021 and 0 closed out, a net change of +6 holders.
  • The largest iShares ESG Screened S&P Mid-Cap ETF buyer in Q3 2021 was Citadel Advisors, an estimated $714K added.
  • The largest iShares ESG Screened S&P Mid-Cap ETF seller in Q3 2021 was Jane Street, an estimated $268K sold.

Based on aggregated 13F filings for Q3 2021.