iShares ESG Screened S&P Mid-Cap ETF
XJH • BATS
iShares ESG Screened S&P Mid-Cap ETF is an exchange-traded fund on BATS. As of Q3 2025, 149 institutional investors hold shares in this ETF, with total holdings valued at $219.5M. BANK OF AMERICA CORP /DE/ is the largest holder with a position valued at $26.4M.
Overview
Overview of institutional ownership in XJH as of Q3 2025
All Institutions
- Institutions
- 149
- Value Held
- $219.5M
- Shares Held
- 5.0M
- Avg Position
- $1.5M
- Median Position
- $380.5K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in XJH as of Q3 2025
| Institution | Position Value |
|---|---|
 BANK OF AMERICA CORP /DE/ Institution | $26.4M 0.00% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $24.0M 0.01% of portfolio |
E EASTERN BANK Institution | $13.8M 0.24% of portfolio |
 Mariner Wealth Advisors, LLC RIA/Wealth | $13.4M 0.02% of portfolio |
P PUTNAM FL INVESTMENT MANAGEMENT CO Institution | $11.3M 0.17% of portfolio |
L LPL Financial LLC Institution | $11.1M 0.00% of portfolio |
 BAILARD, INC. RIA/Wealth | $9.3M 0.20% of portfolio |
 Miracle Mile Advisors, LLC RIA/Wealth | $6.9M 0.10% of portfolio |
 Shira Ridge Wealth Management RIA/Wealth | $6.0M 2.55% of portfolio |
 Koss-Olinger Consulting, LLC RIA/Wealth | $5.9M 0.50% of portfolio |
Net Capital Flow
Institutional buying and selling activity for XJH in Q3 2025
- Traded
- +$7.7M
- Buyers
- 69
- Sellers
- 58
- Total Bought
- +$19.9M
- Total Sold
- −$12.2M
- Avg Position
- $1.4M
Biggest Buyers
| Institution | Net Bought |
|---|---|
P PUTNAM FL INVESTMENT MANAGEMENT CO Institution | +$11.3M +257.7K shares |
L LPL Financial LLC Institution | +$1.7M +38.5K shares |
Miracle Mile Advisors, LLC RIA/Wealth | +$891.3K +20.3K shares |
Mariner Wealth Advisors, LLC RIA/Wealth | +$816.2K +18.6K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$599.0K +13.7K shares |
BANK OF AMERICA CORP /DE/ Institution | +$577.0K +13.2K shares |
 BB&T CORP Institution | +$458.6K +10.5K shares |
 Values Added Financial LLC RIA/Wealth | +$420.9K +9.6K shares |
A Advisor Group Holdings, Inc. Institution | +$329.6K +7.5K shares |
 LODESTAR PRIVATE ASSET MANAGEMENT LLC RIA/Wealth | +$254.7K +5.8K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | −$4.0M −97.1K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$1.9M −46.8K shares |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$988.0K −22.5K shares |
B BESSEMER GROUP INC Institution | −$912.4K −22.0K shares |
J JANE STREET GROUP, LLC Institution | −$508.2K −12.2K shares |
E EASTERN BANK Institution | −$347.4K −7.9K shares |
 Optas, LLC RIA/Wealth | −$330.3K −7.5K shares |
E Estate Counselors, LLC Institution | −$306.7K −7.4K shares |
 Private Advisor Group, LLC RIA/Wealth | −$282.9K −6.5K shares |
 Francis Financial, Inc. RIA/Wealth | −$261.6K −6.0K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited XJH in Q3 2025
- New Positions
- 11
- New Value
- $1.3M
- Exited Positions
- 12
- Exited Value
- $8.2M
New Positions
| Institution | Position Value |
|---|---|
LODESTAR PRIVATE ASSET MANAGEMENT LLC RIA/Wealth | $254.7K 5.8K shares |
 Charter Oak Capital Management, LLC RIA/Wealth | $230.0K 5.2K shares |
 Freedom Financial Partners LLC RIA/Wealth | $205.1K 4.7K shares |
 SYNOVUS FINANCIAL CORP Institution | $201.6K 4.6K shares |
 TPG Financial Advisors, LLC RIA/Wealth | $201.5K 4.6K shares |
H Hills Bank & Trust Co Institution | $142.6K 3.3K shares |
 Rockefeller Capital Management L.P. Long Only Manager | $79.4K 1.8K shares |
 Triumph Capital Management RIA/Wealth | $5.3K 120.0 shares |
F Front Row Advisors LLC RIA/Wealth | $4.4K 100.0 shares |
M Millstone Evans Group, LLC RIA/Wealth | $3.0K 68.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | $4.0M 97.1K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $1.9M 46.8K shares |
B BESSEMER GROUP INC Institution | $912.4K 22.0K shares |
J JANE STREET GROUP, LLC Institution | $508.2K 12.2K shares |
E Estate Counselors, LLC Institution | $306.7K 7.4K shares |
 CRUX WEALTH ADVISORS RIA/Wealth | $201.9K 4.9K shares |
 SRS Capital Advisors, Inc. RIA/Wealth | $109.6K 2.6K shares |
 Wood Tarver Financial Group, LLC RIA/Wealth | $101.3K 2.4K shares |
B Berkshire Money Management, Inc. Institution | $41.5K 1.0K shares |
N NATIONAL BANK OF CANADA /FI/ Institution | $6.5K 160.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in XJH as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with XJH as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Shira Ridge Wealth Management RIA/Wealth | 2.55% $6.0M |
 Balanced Rock Investment Advisor RIA/Wealth | 1.02% $1.4M |
 HILLTOP WEALTH ADVISORS, LLC RIA/Wealth | 1.00% $1.9M |
Koss-Olinger Consulting, LLC RIA/Wealth | 0.50% $5.9M |
Values Added Financial LLC RIA/Wealth | 0.46% $1.0M |
 Atlantic Private Wealth, LLC RIA/Wealth | 0.44% $677.9K |
 Litman Gregory Asset Management LLC RIA/Wealth | 0.44% $5.9M |
B BIRCHBROOK, INC. RIA/Wealth | 0.42% $817.1K |
T Topel & Distasi Wealth Management, LLC RIA/Wealth | 0.41% $835.1K |
Francis Financial, Inc. RIA/Wealth | 0.40% $2.2M |