Who Owns XJH?
iShares ESG Select Screened S&P Mid-Cap ETF — Institutional Ownership & 13F Holdings
$48.66
+0.47 (+0.98%)
Market Cap
$369.9M
Shares Outstanding
6,999,412
Institutional Holders
138
Total Inst. Value
$849.2M
% of Float Held
—
QoQ Holder Change
+64
Institutional data as of Q1 2025
New Positions
25
Closed Positions
10
Increased
54
Decreased
35
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $702.2M | 17,972 |
| 2 | BANK OF AMERICA CORP /DE/ | $20.9M | 535,623 |
| 3 | RAYMOND JAMES FINANCIAL INC | $20.7M | 528,962 |
| 4 | EASTERN BANK | $12.8M | 326,716 |
| 5 | BAILARD, INC. | $8.4M | 215,806 |
| 6 | Koss-Olinger Consulting, LLC | $5.8M | 149,192 |
| 7 | Shira Ridge Wealth ManagementNew | $5.3M | 135,935 |
| 8 | Litman Gregory Wealth Management LLCNew | $4.8M | 123,946 |
| 9 | FRANKLIN RESOURCES INC | $3.9M | 99,179 |
| 10 | Francis Financial, Inc. | $3.7M | 94,870 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +18K | $702.2M |
| BANK OF AMERICA CORP /DE/ | +30K | $20.9M |
| RAYMOND JAMES FINANCIAL INC | +66K | $20.7M |
| BAILARD, INC. | +5K | $8.4M |
| Koss-Olinger Consulting, LLC | +2K | $5.8M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| World Investment Advisors | -55K | $3.0M |
| EASTERN BANK | -51K | $12.8M |
| Steward Partners Investment Advisory, LLC | -24K | $1.2M |
| HighTower Advisors, LLC | -19K | $1.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -18K | $239K |
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Frequently Asked Questions
How many institutional investors hold XJH?
As of Q1 2025, 138 institutional investors report holding XJH (iShares ESG Select Screened S&P Mid-Cap ETF) in their 13F filings.
Which hedge fund owns the most XJH?
The largest institutional holder of XJH is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $702.2M in shares.
Are institutions buying or selling XJH?
This quarter, 25 institutions opened new positions in XJH and 10 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.