iShares ESG Screened S&P Mid-Cap ETF
XJH
139 hedge funds and large institutions have $177M invested in iShares ESG Screened S&P Mid-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 64 increasing their positions, 37 reducing their positions, and 8 closing their positions.
73% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 37
25% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 8
1% more capital invested
Capital invested by funds: $176M → $177M (+$1.03M)
0% more funds holding
Funds holding: 139 → 139 (0)
1.61% less ownership
Funds ownership: 71.46% → 69.86% (-1.6%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LGWM
Litman Gregory Wealth Management
Larkspur,
California
|
+$5.16M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.67M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$2.76M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.26M |
| 5 |
Mariner
Overland Park,
Kansas
|
+$1.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$2.28M |
| 2 |
EB
Eastern Bank
Boston,
Massachusetts
|
-$2.11M |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
-$1M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$780K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$744K |
XJH Hedge Fund Activity: Q1 2025 in Review
139 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P Mid-Cap ETF (XJH) for Q1 2025, worth a combined $177M — up 0.59% from $176M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new XJH positions and 8 closed out — a net gain of 2 holders — while 64 added to existing stakes and 37 trimmed.
The largest buyer was Litman Gregory Wealth Management, opening a new position worth an estimated $5.16M. The largest seller was World Investment Advisors, cutting an estimated $2.28M.
- 139 institutional investors held iShares ESG Screened S&P Mid-Cap ETF (XJH) as of Q1 2025, unchanged from Q4 2024.
- Funds reported $177M of iShares ESG Screened S&P Mid-Cap ETF stock for Q1 2025, up 0.59% quarter-over-quarter.
- 10 funds opened new iShares ESG Screened S&P Mid-Cap ETF positions in Q1 2025 and 8 closed out, a net change of +2 holders.
- The largest iShares ESG Screened S&P Mid-Cap ETF buyer in Q1 2025 was Litman Gregory Wealth Management, an estimated $5.16M added.
- The largest iShares ESG Screened S&P Mid-Cap ETF seller in Q1 2025 was World Investment Advisors, an estimated $2.28M sold.
Based on aggregated 13F filings for Q1 2025.