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iShares ESG Screened S&P Mid-Cap ETF

150 hedge funds and large institutions have $219M invested in iShares ESG Screened S&P Mid-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 57 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 46

6% more capital invested

Capital invested by funds: $207M → $219M (+$12.2M)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

4% less funds holding

Funds holding: 156150 (-6)

4.33% less ownership

Funds ownership: 72.94%68.61% (-4.3%)

Holders
150
Holders Change
-6
Holders Change %
-3.85%
% of All Funds
1.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
57
Reduced
46
Closed
13
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
$26.4M +$567K +13,158 +2%
Raymond James Financial
2
Raymond James Financial
Florida
$24M +$589K +13,661 +3%
EB
3
Eastern Bank
Massachusetts
$13.8M -$341K -7,922 -2%
Mariner
4
Mariner
Kansas
$13.4M +$802K +18,613 +6%
FLPIM
5
F.L. Putnam Investment Management
Massachusetts
$11.3M +$11.1M +257,674 New
LPL Financial
6
LPL Financial
California
$11.1M +$1.66M +38,513 +18%
B
7
Bailard
California
$9.27M -$98K -2,275 -1%
MMA
8
Miracle Mile Advisors
California
$6.89M +$876K +20,325 +15%
SRWM
9
Shira Ridge Wealth Management
California
$6.02M -$187K -4,338 -3%
LGWM
10
Litman Gregory Wealth Management
California
$5.89M -$113K -2,621 -2%
KOC
11
Koss-Olinger Consulting
Florida
$5.61M
Franklin Resources
12
Franklin Resources
California
$4.2M
JFA
13
JNBA Financial Advisors
Minnesota
$3.59M +$28.4K +658 +0.8%
ASN
14
Advisory Services Network
Georgia
$3.57M +$105K +2,431 +3%
CSP
15
Cary Street Partners
Virginia
$3.29M
WIA
16
World Investment Advisors
California
$2.74M -$243K -5,629 -8%
FF
17
Francis Financial
$2.2M -$257K -5,965 -11%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.95M +$324K +7,529 +20%
HWA
19
Hilltop Wealth Advisors
North Carolina
$1.92M -$22.9K -532 -1%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.78M -$971K -22,531 -36%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$1.78M -$105K -2,447 -6%
OWM
22
Opes Wealth Management
California
$1.66M -$55.6K -1,290 -3%
RFA
23
RTD Financial Advisors
Pennsylvania
$1.46M +$105K +2,443 +8%
GAM
24
Gould Asset Management
California
$1.41M -$1.72K -40 -0.1%
BRIA
25
Balanced Rock Investment Advisors
Massachusetts
$1.37M +$13.1K +304 +1%

XJH Hedge Fund Activity: Q3 2025 in Review

150 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P Mid-Cap ETF (XJH) for Q3 2025, worth a combined $219M — up 5.9% from $207M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of XJH and 12 opened new positions — a net loss of 1 holder — while 46 trimmed existing stakes and 57 added.

The largest buyer was F.L. Putnam Investment Management, opening a new position worth an estimated $11.1M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $4.03M sold.

  • 150 institutional investors held iShares ESG Screened S&P Mid-Cap ETF (XJH) as of Q3 2025, down from 156 in Q2 2025.
  • Funds reported $219M of iShares ESG Screened S&P Mid-Cap ETF stock for Q3 2025, up 5.9% quarter-over-quarter.
  • 12 funds opened new iShares ESG Screened S&P Mid-Cap ETF positions in Q3 2025 and 13 closed out, a net change of -1 holder.
  • The largest iShares ESG Screened S&P Mid-Cap ETF buyer in Q3 2025 was F.L. Putnam Investment Management, an estimated $11.1M added.
  • The largest iShares ESG Screened S&P Mid-Cap ETF seller in Q3 2025 was Thrivent Financial for Lutherans, an estimated $4.03M sold.

Based on aggregated 13F filings for Q3 2025.