iShares ESG Screened S&P Mid-Cap ETF
XJH
174 hedge funds and large institutions have $244M invested in iShares ESG Screened S&P Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 69 increasing their positions, 45 reducing their positions, and 2 closing their positions.
1,300% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 2
53% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 45
16% more funds holding
Funds holding: 150 → 174 (+24)
11% more capital invested
Capital invested by funds: $219M → $244M (+$24.3M)
4.11% more ownership
Funds ownership: 68.61% → 72.72% (+4.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$6.36M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$5.02M |
| 3 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$3.71M |
| 4 |
Mariner
Overland Park,
Kansas
|
+$1.41M |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
+$1.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SRWM
Shira Ridge Wealth Management
Larkspur,
California
|
-$4.82M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$587K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$332K |
| 4 |
FLPIM
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
-$247K |
| 5 |
VAF
Values Added Financial
Washington,
District of Columbia
|
-$233K |
XJH Hedge Fund Activity: Q4 2025 in Review
174 of the 8,261 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P Mid-Cap ETF (XJH) for Q4 2025, worth a combined $244M — up 11% from $219M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new XJH positions and 2 closed out — a net gain of 26 holders — while 69 added to existing stakes and 45 trimmed.
The largest buyer was LPL Financial, adding an estimated $6.36M. The largest seller was Shira Ridge Wealth Management, cutting an estimated $4.82M.
- 174 institutional investors held iShares ESG Screened S&P Mid-Cap ETF (XJH) as of Q4 2025, up from 150 in Q3 2025.
- Funds reported $244M of iShares ESG Screened S&P Mid-Cap ETF stock for Q4 2025, up 11% quarter-over-quarter.
- 28 funds opened new iShares ESG Screened S&P Mid-Cap ETF positions in Q4 2025 and 2 closed out, a net change of +26 holders.
- The largest iShares ESG Screened S&P Mid-Cap ETF buyer in Q4 2025 was LPL Financial, an estimated $6.36M added.
- The largest iShares ESG Screened S&P Mid-Cap ETF seller in Q4 2025 was Shira Ridge Wealth Management, an estimated $4.82M sold.
Based on aggregated 13F filings for Q4 2025.