Who Owns iShares ESG Select Screened S&P Mid-Cap ETF (XJH)?Hedge Fund & Institutional Holders

$44.95-0.07 (-0.15%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+13 / -1

Price History

$34.28$37.91$41.53$45.16$48.78Aug 24Jun 25Mar 26

XJH — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+11K+$25.0B
EASTERN BANKNew Position+312K+$13.9B
BAILARD, INC.New Position+213K+$9.5B
Koss-Olinger Consulting, LLCNew Position+135K+$6.0B
Litman Gregory Wealth Management LLCNew Position+136K+$6.0B
Francis Financial, Inc.New Position+52K+$2.3B
HILLTOP WEALTH ADVISORS, LLCNew Position+44K+$2.0B
Shira Ridge Wealth ManagementNew Position+28K+$1.2B
Trilogy Capital Inc.New Position+26K+$1.2B
D.A. DAVIDSON & CO.New Position+24K+$1.1B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+33K+$1.0B
RAYMOND JAMES FINANCIAL INCIncreased+23K+$956.8M
WHITTIER TRUST CONew Position+20K+$945.0M
MassMutual Private Wealth & Trust, FSBNew Position+21K+$916.0M
CALIBER WEALTH MANAGEMENT, LLC / KSNew Position+20K+$910.0M

XJH — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
FLPUTNAM INVESTMENT MANAGEMENT CODecreased-6K-$11.3B
World Investment AdvisorsDecreased-2K-$2.7B
COLDSTREAM CAPITAL MANAGEMENT INCDecreased-428-$1.1B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-22K-$972.5M
OSAIC HOLDINGS, INC.Decreased-3K-$951.8M
Focus Partners WealthDecreased-4K-$853.4M
Integrated Wealth Concepts LLCDecreased-4K-$592.2M
BRADLEY FOSTER & SARGENT INC/CTDecreased-111-$394.3M
Steward Partners Investment Advisory, LLCDecreased-4K-$322.4M
SYNOVUS FINANCIAL CORPClosed Position-5K-$201.6M
Stratos Wealth Partners, LTD.Decreased-3K-$136.4M
Nemes Rush Group LLCDecreased-5-$57.0M
RTD Financial Advisors, Inc.Decreased-1K-$39.4M
DEUTSCHE BANK AG\Decreased-525-$34.0M
Private Advisor Group, LLCDecreased-521-$8.5M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BANK OF AMERICA CORP /DE/529,868$23.0B1.67%Share
2RAYMOND JAMES FINANCIAL INC515,416$23.0B7.16%Share
3EASTERN BANK311,719$13.9B240.17%Share
4BAILARD, INC.213,468$9.5B0.21%Share
5Koss-Olinger Consulting, LLC135,070$6.0B0.47%Share
6Litman Gregory Wealth Management LLC135,948$6.0B0.44%Share
7FRANKLIN RESOURCES INC95,824$4.0B0.98%Share
8CARY STREET PARTNERS FINANCIAL LLC75,170$3.4B0.08%Share
9Francis Financial, Inc.51,796$2.3B0.45%Share
10RAYMOND JAMES FINANCIAL INC55,797$2.0B0.62%Share
11BANK OF AMERICA CORP /DE/63,568$2.0B0.15%Share
12HILLTOP WEALTH ADVISORS, LLC44,302$2.0B0.99%Share
13Balanced Rock Investment Advisors LLC34,742$1.6B1.10%Share
14RTD Financial Advisors, Inc.31,764$1.4B0.17%Share
15SAGE FINANCIAL GROUP INC30,972$1.4B0.09%Share
16Shira Ridge Wealth Management27,895$1.2B0.50%Share
17Trilogy Capital Inc.26,401$1.2B0.05%Share
18D.A. DAVIDSON & CO.24,188$1.1B6.61%Share
19GOLDMAN SACHS GROUP INC30,818$1.0B0.12%Share
20SUSQUEHANNA INTERNATIONAL GROUP, LLP25,869$1.0B0.12%Share
21COMMONWEALTH EQUITY SERVICES, LLC33,178$1.0B1.33%Share
22OSAIC HOLDINGS, INC.24,039$1.0B1.46%Share
23Private Advisor Group, LLC22,478$1.0B4.70%Share
24Steward Partners Investment Advisory, LLC25,892$1.0B5.48%Share
25WHITTIER TRUST CO20,309$945.0M10.23%Share
26MassMutual Private Wealth & Trust, FSB20,530$916.0M0.02%Share
27CALIBER WEALTH MANAGEMENT, LLC / KS20,394$910.0M0.10%Share
28Eley Financial Management, Inc20,240$903.0M0.32%Share
29BIRCHBROOK, INC.19,575$874.0M0.44%Share
30Topel & Distasi Wealth Management, LLC19,330$863.0M0.42%Share
31Values Added Financial LLC18,528$827.0M0.35%Share
32Atlantic Private Wealth, LLC15,470$690.0M0.44%Share
33Beta Wealth Group, Inc.14,097$629.0M0.25%Share
34RVW Wealth, LLC13,694$611.0M0.05%Share
35Magnus Financial Group LLC12,485$557.0M0.04%Share
36Stordahl Capital Management, Inc.12,108$540.0M0.11%Share
37BLB&B Advisors, LLC11,922$532.0M0.02%Share
38Stratos Wealth Partners, LTD.11,365$507.0M5.73%Share
39Weil Company, Inc.10,159$453.0M0.10%Share
40Joel Adams & Associates, Inc.8,240$367.0M0.28%Share
41AMARA FINANCIAL, LLC.8,161$364.0M0.25%Share
42MCCARTER PRIVATE WEALTH SERVICES LLC7,772$347.0M0.16%Share
43ALESCO ADVISORS LLC7,742$345.0M0.01%Share
44PFG Investments, LLC7,687$343.0M0.02%Share
45CANTOR FITZGERALD INVESTMENT ADVISORS L.P.6,968$311.0M0.02%Share
46Asset Dedication, LLC6,971$311.0M0.02%Share
47Impact Investors, Inc6,687$298.0M0.21%Share
48Charter Oak Capital Management, LLC6,041$269.0M0.02%Share
49CAPE ANN SAVINGS BANK5,924$264.0M0.14%Share
50LODESTAR PRIVATE ASSET MANAGEMENT LLC5,819$259.0M0.03%Share

XJH Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025171$128.2B+88
Q3 202583$103.3B-58
Q2 2025141$176.2B+3
Q1 2025138$160.1B+15
Q4 2024123$1.4T+34
Q3 202489$13.1T+8
Q2 202481$3.0T+7
Q1 202474$3.5T—

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As of Q4 2025, 50 institutional investors hold XJH (iShares ESG Select Screened S&P Mid-Cap ETF). The largest holder is BANK OF AMERICA CORP /DE/ with $23.0B in shares. This quarter, 13 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own XJH?

As of Q4 2025, 50 institutional investors report holding XJH (iShares ESG Select Screened S&P Mid-Cap ETF) in their 13F filings.

Who is the largest institutional holder of XJH?

The largest institutional holder of XJH is BANK OF AMERICA CORP /DE/ with $23.0B in shares.

Is institutional ownership of XJH increasing or decreasing?

This quarter, 13 institutions opened new positions in XJH and 1 closed their positions.