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iShares ESG Select Screened S&P Mid-Cap ETF (XJH) Institutional Ownership

iShares ESG Select Screened S&P Mid-Cap ETF logo
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Institutional Ownership Changes (13F Filings) for iShares ESG Select Screened S&P Mid-Cap ETF (BATS:XJH)

Number of
Institutional Buyers
(last 12 months)
80
Total
Institutional Inflows
(last 12 months)
$87.85M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$3.59M
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XJH Institutional Buying and Selling by Quarter

iShares ESG Select Screened S&P Mid-Cap ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2025 MainStreet Investment Advisors LLC22,135$865K0.1%-4.4%0.335%
4/30/2025 Rogco LP4,911$192K0.1%+25.5%0.074%
4/24/2025 Mascoma Wealth Management LLC2,141$84K0.0%-11.3%0.032%
4/15/2025 First United Bank & Trust9,730$380K0.1%-46.3%0.150%
4/1/2025 MassMutual Private Wealth & Trust FSB21,910$856K0.0%-4.4%0.337%
2/17/2025 MainStreet Investment Advisors LLC23,145$968K0.1%N/A0.520%
2/17/2025NorthRock Partners LLC15,849$663K0.0%N/A0.356%
2/17/2025Focus Partners Wealth13,401$561K0.0%+50.6%0.301%
2/17/2025Francis Financial Inc.95,177$3.98M0.9%+12.6%2.139%
2/17/2025Deutsche Bank AG1,000$42K0.0%+150.0%0.022%
2/17/2025 Capital Advantage Inc.6,273$262K0.0%N/A0.141%
2/17/2025Cetera Investment Advisers36,617$1.53M0.0%+10.8%0.823%
2/17/2025Captrust Financial Advisors11,487$481K0.0%-11.6%0.258%
2/17/2025Cary Street Partners Financial LLC73,969$3.10M0.1%N/A1.662%
2/17/2025Bank of America Corp DE505,321$21.14M0.0%+6.8%11.356%
2/14/2025Mercer Global Advisors Inc. ADV12,147$508K0.0%+132.2%0.273%
2/14/2025Jane Street Group LLC16,444$688K0.0%N/A0.370%
2/14/2025Marshall & Sterling Wealth Advisors Inc.8,537$357K0.2%N/A0.192%
2/14/2025Coldstream Capital Management Inc.29,952$1.25M0.0%+3.1%0.673%
2/14/2025Integrated Wealth Concepts LLC6,241$261K0.0%+30.3%0.140%
2/14/2025Balanced Rock Investment Advisors LLC38,654$1.62M1.3%-13.3%0.869%
2/13/2025Mariner LLC224,143$9.38M0.0%+16.4%5.037%
2/13/2025Crux Wealth Advisors27,928$1.17M0.7%N/A0.628%
2/13/2025Raymond James Financial Inc.462,766$19.36M0.0%N/A10.399%
2/13/2025Advisory Services Network LLC70,018$2.93M0.1%+22.6%1.573%
2/13/2025 Envestnet Asset Management Inc.33,217$1.39M0.0%+4.1%0.746%
2/12/2025 World Investment Advisors130,914$5.48M0.1%-5.9%2.942%
2/12/2025Nemes Rush Group LLC1,298$54K0.0%N/A0.029%
2/12/2025Franklin Resources Inc.99,179$4.15M0.0%+7.5%2.229%
2/11/2025Congress Wealth Management LLC DE10,884$455K0.0%-20.5%0.245%
2/11/2025LPL Financial LLC100,712$4.21M0.0%+13.1%2.263%
2/11/2025Atlantic Private Wealth LLC15,441$646K0.5%-4.5%0.347%
2/11/2025Koss Olinger Consulting LLC147,162$6.16M0.5%+0.9%3.307%
2/10/2025Harbour Investments Inc.15,457$647K0.0%+3.3%0.347%
2/10/2025Corient Private Wealth LLC23,111$967K0.0%+23.5%0.519%
2/10/2025Commonwealth Equity Services LLC76,752$3.21M0.0%+2.7%1.725%
2/10/2025 Mascoma Wealth Management LLC2,413$101K0.0%-15.1%0.054%
2/10/2025Parkworth Wealth Management Inc.2,579$108K0.1%N/A0.058%
2/7/2025HighTower Advisors LLC47,003$1.97M0.0%+37.6%1.056%
2/6/2025Raymond James Financial Inc.462,766$19.36M0.0%N/A10.399%
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2/6/2025Smithfield Trust Co857$36K0.0%-22.9%0.019%
2/6/2025Steward Partners Investment Advisory LLC54,182$2.27M0.0%-6.7%1.218%
2/5/2025SRS Capital Advisors Inc.2,640$110K0.0%+462.9%0.059%
2/5/2025Bailard Inc.211,044$8.83M0.2%+2.5%4.743%
2/5/2025 Impact Investors Inc6,525$273K0.2%N/A0.147%
2/4/2025Wrapmanager Inc.7,251$303K0.1%-10.5%0.163%
2/3/2025Private Advisor Group LLC47,253$1.98M0.0%+3.3%1.062%
1/31/2025 Rogco LP3,913$164K0.1%N/A0.088%
1/31/2025 Pathway Financial Advisors LLC10,103$423K0.1%+16.5%0.227%
1/30/2025Opes Wealth Management LLC18,203$762K0.2%-4.2%0.409%
1/30/2025 JNBA Financial Advisors78,323$3.28M0.3%+10.5%1.760%
1/27/2025 Robertson Stephens Wealth Management LLC9,057$379K0.0%N/A0.204%
1/27/2025 Stratos Wealth Partners LTD.15,343$642K0.0%+30.3%0.345%
1/27/2025 Stephens Consulting LLC2,803$117K0.0%+23.6%0.063%
1/24/2025 Optas LLC13,280$556K0.1%+5.0%0.298%
1/24/2025 Better Money Decisions LLC18,597$778K0.5%+2.2%0.418%
1/24/2025 DAVENPORT & Co LLC10,338$433K0.0%+21.7%0.232%
1/24/2025 Dohj LLC42,695$1.79M0.4%-7.0%0.959%
1/24/2025Chicago Partners Investment Group LLC7,805$328K0.0%+17.1%0.175%
1/23/2025RVW Wealth LLC35,860$1.50M0.1%-2.1%0.806%
1/23/2025 Sage Financial Group Inc.26,906$1.13M0.1%+6.5%0.605%
1/23/2025Stordahl Capital Management Inc.5,916$248K0.1%N/A0.133%
1/23/2025 McKinley Carter Wealth Services Inc.17,509$733K0.0%+4.1%0.393%
1/23/2025Asset Dedication LLC2,014$84K0.0%+105.1%0.045%
1/21/2025 RTD Financial Advisors Inc.27,814$1.16M0.1%+17.8%0.625%
1/21/2025 Carr Financial Group Corp18,141$759K0.2%+80.4%0.408%
1/17/2025 Magnus Financial Group LLC11,838$495K0.0%+9.6%0.266%
1/16/2025 First United Bank & Trust18,135$759K0.3%-5.1%0.408%
1/16/2025 MassMutual Private Wealth & Trust FSB22,920$959K0.0%N/A0.515%
1/14/2025 Armstrong Advisory Group Inc.1,006$42K0.0%-34.5%0.023%
1/14/2025 Shira Ridge Wealth Management124,605$5.21M2.6%+5.2%2.800%
1/13/2025Eastern Bank377,370$15.79M0.3%-1.0%8.480%
1/8/2025 Hilltop Wealth Advisors LLC43,853$1.84M0.9%-9.1%0.985%
12/26/2024JPMorgan Chase & Co.2,855$121K0.0%+170.1%0.064%
11/25/2024 World Investment Advisors LLC139,072$5.88M0.1%N/A3.125%
11/18/2024Coldstream Capital Management Inc.29,038$1.23M0.0%+8.1%0.653%
11/15/2024Urban Financial Advisory Corp2,381$101K0.1%N/A0.054%
11/15/2024Integrated Wealth Concepts LLC4,790$203K0.0%N/A0.108%
11/15/2024HighTower Advisors LLC34,156$1.44M0.0%-8.7%0.768%
11/14/2024Captrust Financial Advisors12,987$549K0.0%-2.7%0.292%
11/13/2024 D.A. Davidson & CO.22,584$955K0.0%+11.7%0.508%
11/12/2024Larson Financial Group LLC2,199$93K0.0%+32.0%0.049%
11/8/2024Wrapmanager Inc.8,106$343K0.1%+3.3%0.182%
11/7/2024 Amara Financial LLC.8,550$362K0.3%N/A0.192%
11/5/2024Aptus Capital Advisors LLC1,314$56K0.0%N/A0.030%
11/5/2024Harbour Investments Inc.14,959$633K0.0%+580.0%0.336%
11/4/2024Addison Advisors LLC700$30K0.0%N/A0.016%
10/31/2024 JNBA Financial Advisors70,859$3.00M0.3%+7.2%1.592%
10/30/2024 RTD Financial Advisors Inc.23,604$998K0.1%N/A0.530%
10/29/2024Opes Wealth Management LLC18,993$803K0.2%+2.9%0.427%
Silicon Valley Gold Rush (Ad)

A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bill Gates has backed four companies in this space. The World Economic Forum calls it “the most exciting human discovery since fire.” Whitney Tilson believes this trend could mint a new class of wealthy investors—and he’s sharing one stock to watch now, for free.

Gates and Altman are betting big—see why
10/29/2024 Optas LLC12,648$535K0.1%+2.8%0.284%
10/29/2024 Sage Financial Group Inc.25,273$1.07M0.1%+2.6%0.568%
10/29/2024Chicago Partners Investment Group LLC6,668$281K0.0%+10.1%0.150%
10/25/2024Voisard Asset Management Group Inc.961$41K0.0%-62.7%0.022%
10/25/2024 Better Money Decisions LLC18,205$770K0.5%+12.7%0.409%
10/25/2024 Cantor Fitzgerald Investment Advisors L.P.7,978$337K0.0%-3.8%0.179%
10/24/2024 Wealth Enhancement Advisory Services LLC20,029$847K0.0%+7.6%0.450%
10/24/2024 PFG Investments LLC5,025$213K0.0%N/A0.113%
10/23/2024Tarbox Family Office Inc.7,972$337K0.1%+9.5%0.179%
10/22/2024Private Advisor Group LLC45,730$1.93M0.0%+38.9%1.028%
(Data available from 1/1/2016 forward)

XJH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XJH shares?

During the previous two years, 118 institutional investors and hedge funds held shares of iShares ESG Select Screened S&P Mid-Cap ETF. The most heavily invested institutionals were Bank of America Corp DE ($21.14M), Raymond James Financial Inc. ($19.36M), Raymond James & Associates ($15.80M), Eastern Bank ($15.79M), Raymond James Financial Services Advisors Inc. ($10.11M), Mariner LLC ($9.38M), and Bailard Inc. ($8.83M).Learn more on XJH's institutional investors.

Which institutional investors have been buying iShares ESG Select Screened S&P Mid-Cap ETF stock?

Of the 109 institutional investors that purchased iShares ESG Select Screened S&P Mid-Cap ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($925.53K), Koss Olinger Consulting LLC ($248.18K), Raymond James Financial Services Advisors Inc. ($209.91K), Raymond James & Associates ($170.29K), World Investment Advisors LLC ($139.07K), Eastern Bank ($117.88K), and Cary Street Partners Financial LLC ($73.97K).

How much institutional buying is happening at iShares ESG Select Screened S&P Mid-Cap ETF?

Institutional investors have bought a total of 3,135,299 shares in the last 24 months. This purchase volume represents approximately $125.85M in transactions.

Which iShares ESG Select Screened S&P Mid-Cap ETF major shareholders have been selling company stock?

Of the 36 institutional investors that sold iShares ESG Select Screened S&P Mid-Cap ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: RVW Wealth LLC ($247.33K), Affiance Financial LLC ($17.69K), Shira Ridge Wealth Management ($14.26K), Mascoma Wealth Management LLC ($12.78K), Optas LLC ($12.60K), Dohj LLC ($9.48K), and First United Bank & Trust ($9.38K).

How much institutional selling is happening at iShares ESG Select Screened S&P Mid-Cap ETF?

Institutional investors have sold a total of 406,082 shares in the last 24 months. This volume of shares sold represents approximately $15.21M in transactions.


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This page (BATS:XJH) was last updated on 5/2/2025 by MarketBeat.com Staff
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