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iShares ESG Screened S&P Mid-Cap ETF

85 hedge funds and large institutions have $64.7M invested in iShares ESG Screened S&P Mid-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

80% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 20

9% more funds holding

Funds holding: 7885 (+7)

6% more capital invested

Capital invested by funds: $61.2M → $64.7M (+$3.46M)

0.95% more ownership

Funds ownership: 59.58%60.54% (+0.95%)

Holders
85
Holders Change
+7
Holders Change %
+8.97%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
36
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$8.52M +$1.22M +36,041 +18%
B
2
Bailard
California
$6.89M +$136K +4,021 +2%
RW
3
RVW Wealth
California
$4.7M -$5.17M -153,275 -54%
SRWM
4
Shira Ridge Wealth Management
California
$4.69M -$5.23K -155 -0.1%
EB
5
Eastern Bank
Massachusetts
$4.67M -$48.6K -1,440 -1%
JFA
6
JNBA Financial Advisors
Minnesota
$1.67M +$118K +3,498 +8%
Mariner
7
Mariner
Kansas
$1.43M +$739K +21,894 +119%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$1.36M +$49.1K +1,454 +4%
Jane Street
9
Jane Street
New York
$1.33M +$429K +12,726 +51%
AF
10
Affiance Financial
Minnesota
$1.27M +$54.7K +1,621 +5%
Franklin Resources
11
Franklin Resources
California
$1.2M
HighTower Advisors
12
HighTower Advisors
Illinois
$1.17M +$24.6K +729 +2%
BFO
13
Biltmore Family Office
North Carolina
$1.11M +$223K +6,595 +27%
Goldman Sachs
14
Goldman Sachs
New York
$1.1M
Osaic Holdings
15
Osaic Holdings
Arizona
$1.01M -$307K -9,086 -24%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$986K +$298K +8,818 +47%
GAM
17
Gould Asset Management
California
$949K +$58.7K +1,740 +7%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$878K +$352K +10,429 +73%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$843K +$311K +9,211 +64%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$820K -$273K -8,084 -26%
MWM
21
Mascoma Wealth Management
New Hampshire
$695K -$870K -25,781 -57%
ASN
22
Advisory Services Network
Georgia
$690K +$654K +19,374 New
CSPIA
23
Cary Street Partners Investment Advisory
Virginia
$682K +$646K +19,133 New
CA
24
Cetera Advisors
Colorado
$673K +$88.9K +2,634 +16%
Citadel Advisors
25
Citadel Advisors
Florida
$662K +$134K +3,960 +27%

XJH Hedge Fund Activity: Q2 2023 in Review

85 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P Mid-Cap ETF (XJH) for Q2 2023, worth a combined $64.7M — up 5.6% from $61.2M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new XJH positions and 6 closed out — a net gain of 7 holders — while 36 added to existing stakes and 20 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $1.22M. The largest seller was RVW Wealth, cutting an estimated $5.17M.

  • 85 institutional investors held iShares ESG Screened S&P Mid-Cap ETF (XJH) as of Q2 2023, up from 78 in Q1 2023.
  • Funds reported $64.7M of iShares ESG Screened S&P Mid-Cap ETF stock for Q2 2023, up 5.6% quarter-over-quarter.
  • 13 funds opened new iShares ESG Screened S&P Mid-Cap ETF positions in Q2 2023 and 6 closed out, a net change of +7 holders.
  • The largest iShares ESG Screened S&P Mid-Cap ETF buyer in Q2 2023 was Raymond James & Associates, an estimated $1.22M added.
  • The largest iShares ESG Screened S&P Mid-Cap ETF seller in Q2 2023 was RVW Wealth, an estimated $5.17M sold.

Based on aggregated 13F filings for Q2 2023.