iShares ESG Screened S&P Mid-Cap ETF
XJH
93 hedge funds and large institutions have $89.8M invested in iShares ESG Screened S&P Mid-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 15 reducing their positions, and 8 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 15
113% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 8
28% more capital invested
Capital invested by funds: $70.2M → $89.8M (+$19.6M)
8% more funds holding
Funds holding: 86 → 93 (+7)
3.3% more ownership
Funds ownership: 62.81% → 66.11% (+3.3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WrapManager Inc
Mill Valley,
California
|
+$1.81M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.63M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$1.13M |
| 4 |
BWM
Baystate Wealth Management
Boston,
Massachusetts
|
+$994K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$920K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.55M |
| 2 |
RW
RVW Wealth
Los Angeles,
California
|
-$1.1M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$649K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$494K |
| 5 |
OL
Optas LLC
Austin,
Texas
|
-$364K |
XJH Hedge Fund Activity: Q4 2023 in Review
93 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P Mid-Cap ETF (XJH) for Q4 2023, worth a combined $89.8M — up 28% from $70.2M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new XJH positions and 8 closed out — a net gain of 9 holders — while 45 added to existing stakes and 15 trimmed.
The largest buyer was WrapManager Inc, opening a new position worth an estimated $1.81M. The largest seller was Jane Street, exiting entirely with an estimated $1.55M sold.
- 93 institutional investors held iShares ESG Screened S&P Mid-Cap ETF (XJH) as of Q4 2023, up from 86 in Q3 2023.
- Funds reported $89.8M of iShares ESG Screened S&P Mid-Cap ETF stock for Q4 2023, up 28% quarter-over-quarter.
- 17 funds opened new iShares ESG Screened S&P Mid-Cap ETF positions in Q4 2023 and 8 closed out, a net change of +9 holders.
- The largest iShares ESG Screened S&P Mid-Cap ETF buyer in Q4 2023 was WrapManager Inc, an estimated $1.81M added.
- The largest iShares ESG Screened S&P Mid-Cap ETF seller in Q4 2023 was Jane Street, an estimated $1.55M sold.
Based on aggregated 13F filings for Q4 2023.