ISHARES ESG SCREEN S&P MID (XJH) Institutional Ownership Changes & 13F Activity

ISHARES ESG SCREEN S&P MID (XJH). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Cibc Bancorp Usa Inc., Mariner, Llc, Susquehanna International Group, Llp, Jane Street Group, Llc, and Beacon Pointe Advisors, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+907+6.2%15,635$815.38KQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+8,0688,068$420.75KQ2 2026Sep 02, 2026
Corient Private Wealth LlcBuy+1,801+6.9%27,772$1.45MQ2 2026Aug 27, 2026
Mercer Global Advisors IncBuy+8,1778,177$426.43KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcSell-13,493-10.2%119,351$6.22MQ2 2026Aug 18, 2026
Balanced Rock Investment Advisors LlcSell-6,170-17.3%29,570$1.54MQ2 2026Aug 17, 2026
Coastal Bridge Advisors, LlcBuy+4,9254,925$256.84KQ2 2026Aug 17, 2026
Sanchez Levi GarrettSell-1,174-2.8%41,096$2.14MQ2 2026Aug 17, 2026
Susquehanna International Group, LlpBuy+24,00024,000$1.25MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-15,182-70.9%6,228$324.79KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+9,694+25.8%47,253$2.46MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+6,138+1.3%477,855$24.92MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+2,525+0.4%579,546$30.22MQ2 2026Aug 14, 2026
Mutual Advisors, LlcBuy+2,227+43.6%7,332$382.36KQ2 2026Aug 14, 2026
Hilltop Wealth Advisors, LlcSell-2,053-4.7%41,740$2.18MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+929929$48.47KQ2 2026Aug 14, 2026
Nemes Rush Group LlcSell-758-38.9%1,189$61.99KQ2 2026Aug 14, 2026
Larson Financial Group LlcSell-573-15.0%3,245$169.25KQ2 2026Aug 14, 2026
Cerity Partners LlcSell-547-6.0%8,542$445.46KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+505+1.5%34,939$1.82MQ2 2026Aug 14, 2026
Medallion Wealth Advisors, LlcSell-441-24.9%1,328$69.38KQ2 2026Aug 14, 2026
Mai Capital ManagementBuy+421+5.9%7,600$396.33KQ2 2026Aug 14, 2026
Coldstream Capital Management IncSell-191-0.8%23,225$1.21MQ2 2026Aug 14, 2026
Cibc Bancorp Usa Inc.Buy+81,800+612.2%95,161$4.96MQ2 2026Aug 13, 2026
Mariner, LlcBuy+31,716+9.0%382,793$19.96MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+11,886+121.9%21,640$1.13MQ2 2026Aug 13, 2026
Prosperity Consulting Group, LlcBuy+4,4214,421$230.56KQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcSell-1,429-5.6%24,054$1.25MQ2 2026Aug 13, 2026
Morgan StanleySell-490-23.2%1,619$84.43KQ2 2026Aug 13, 2026
Portland Global Advisors LlcSell-100-0.7%13,535$705.85KQ2 2026Aug 13, 2026
Showing 30 of 173

Frequently asked questions about XJH activity

  • Which institutional owners are buying XJH?

    Institutional owners buying XJH include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in XJH activity?

    "Buy" means an investor increased their reported position in XJH compared to the prior reporting period. This reflects growing exposure to ISHARES ESG SCREEN S&P MID (XJH) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in XJH increasing?

    Institutional interest in XJH can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.