iShares ESG Screened S&P Mid-Cap ETF
XJH
XJH
107 hedge funds and large institutions have $125M invested in iShares ESG Screened S&P Mid-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 25 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
2.87% more ownership
Funds ownership: 66.11% → 68.98% (+2.9%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Holders
107
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
1 | +$13.2M | |
2 | +$7.7M | |
3 | +$2.85M | |
4 |
SPIA
Steward Partners Investment Advisory
New York
|
+$2.21M |
5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.41M |
Top Sellers
1 | -$4.55M | |
2 | -$1.83M | |
3 | -$771K | |
4 |
AF
Affiance Financial
St. Louis Park,
Minnesota
|
-$727K |
5 |
GG
GenWealth Group
Maplewood,
New Jersey
|
-$700K |