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iShares ESG Screened S&P Mid-Cap ETF

156 hedge funds and large institutions have $207M invested in iShares ESG Screened S&P Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 70 increasing their positions, 37 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 4

89% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 37

17% more capital invested

Capital invested by funds: $177M → $207M (+$29.7M)

12% more funds holding

Funds holding: 139156 (+17)

3.08% more ownership

Funds ownership: 69.86%72.94% (+3.1%)

Holders
156
Holders Change
+17
Holders Change %
+12.23%
% of All Funds
2.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
70
Reduced
37
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$24.4M +$2.07M +52,770 +10%
Raymond James Financial
2
Raymond James Financial
Florida
$22.2M +$223K +5,682 +1%
EB
3
Eastern Bank
Massachusetts
$13.4M -$192K -4,874 -1%
Mariner
4
Mariner
Kansas
$11.9M +$1.34M +33,969 +13%
LPL Financial
5
LPL Financial
California
$8.91M +$1.02M +25,891 +14%
B
6
Bailard
California
$8.87M -$82K -2,085 -1%
SRWM
7
Shira Ridge Wealth Management
California
$5.87M +$221K +5,613 +4%
LGWM
8
Litman Gregory Wealth Management
California
$5.68M +$510K +12,962 +10%
MMA
9
Miracle Mile Advisors
California
$5.67M +$5.37M +136,719 New
KOC
10
Koss-Olinger Consulting
Florida
$5.61M -$547K -13,927 -9%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$4.03M +$3.82M +97,066 New
Franklin Resources
12
Franklin Resources
California
$3.98M -$132K -3,355 -3%
JFA
13
JNBA Financial Advisors
Minnesota
$3.37M -$207K -5,262 -6%
ASN
14
Advisory Services Network
Georgia
$3.33M -$309K -7,852 -9%
DL
15
DOHJ LLC
Washington
$3.22M +$1.02M +26,002 +43%
CSP
16
Cary Street Partners
Virginia
$3.12M +$35.5K +903 +1%
WIA
17
World Investment Advisors
California
$2.83M -$314K -7,986 -10%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.62M -$213K -5,411 -8%
FF
19
Francis Financial
$2.33M -$1.52M -38,732 -41%
Citadel Advisors
20
Citadel Advisors
Florida
$1.94M +$1.84M +46,848 New
HWA
21
Hilltop Wealth Advisors
North Carolina
$1.84M +$47.4K +1,207 +3%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$1.79M +$314K +7,979 +23%
OWM
23
Opes Wealth Management
California
$1.62M +$198K +5,034 +15%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.54M +$82.5K +2,099 +6%
GAM
25
Gould Asset Management
California
$1.34M -$9.24K -235 -0.7%

XJH Hedge Fund Activity: Q2 2025 in Review

156 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P Mid-Cap ETF (XJH) for Q2 2025, worth a combined $207M — up 17% from $177M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new XJH positions and 4 closed out — a net gain of 18 holders — while 70 added to existing stakes and 37 trimmed.

The largest buyer was Miracle Mile Advisors, opening a new position worth an estimated $5.37M. The largest seller was Francis Financial, cutting an estimated $1.52M.

  • 156 institutional investors held iShares ESG Screened S&P Mid-Cap ETF (XJH) as of Q2 2025, up from 139 in Q1 2025.
  • Funds reported $207M of iShares ESG Screened S&P Mid-Cap ETF stock for Q2 2025, up 17% quarter-over-quarter.
  • 22 funds opened new iShares ESG Screened S&P Mid-Cap ETF positions in Q2 2025 and 4 closed out, a net change of +18 holders.
  • The largest iShares ESG Screened S&P Mid-Cap ETF buyer in Q2 2025 was Miracle Mile Advisors, an estimated $5.37M added.
  • The largest iShares ESG Screened S&P Mid-Cap ETF seller in Q2 2025 was Francis Financial, an estimated $1.52M sold.

Based on aggregated 13F filings for Q2 2025.