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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +907 | +6.2% | 15,635 | $815.38K | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Buy | +8,068 | — | 8,068 | $420.75K | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Buy | +1,801 | +6.9% | 27,772 | $1.45M | Q2 2026 | Aug 27, 2026 |
| Mercer Global Advisors Inc | Buy | +8,177 | — | 8,177 | $426.43K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -13,493 | -10.2% | 119,351 | $6.22M | Q2 2026 | Aug 18, 2026 |
| Balanced Rock Investment Advisors Llc | Sell | -6,170 | -17.3% | 29,570 | $1.54M | Q2 2026 | Aug 17, 2026 |
| Coastal Bridge Advisors, Llc | Buy | +4,925 | — | 4,925 | $256.84K | Q2 2026 | Aug 17, 2026 |
| Sanchez Levi Garrett | Sell | -1,174 | -2.8% | 41,096 | $2.14M | Q2 2026 | Aug 17, 2026 |
| Susquehanna International Group, Llp | Buy | +24,000 | — | 24,000 | $1.25M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -15,182 | -70.9% | 6,228 | $324.79K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +9,694 | +25.8% | 47,253 | $2.46M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +6,138 | +1.3% | 477,855 | $24.92M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +2,525 | +0.4% | 579,546 | $30.22M | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, Llc | Buy | +2,227 | +43.6% | 7,332 | $382.36K | Q2 2026 | Aug 14, 2026 |
| Hilltop Wealth Advisors, Llc | Sell | -2,053 | -4.7% | 41,740 | $2.18M | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +929 | — | 929 | $48.47K | Q2 2026 | Aug 14, 2026 |
| Nemes Rush Group Llc | Sell | -758 | -38.9% | 1,189 | $61.99K | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group Llc | Sell | -573 | -15.0% | 3,245 | $169.25K | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Sell | -547 | -6.0% | 8,542 | $445.46K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +505 | +1.5% | 34,939 | $1.82M | Q2 2026 | Aug 14, 2026 |
| Medallion Wealth Advisors, Llc | Sell | -441 | -24.9% | 1,328 | $69.38K | Q2 2026 | Aug 14, 2026 |
| Mai Capital Management | Buy | +421 | +5.9% | 7,600 | $396.33K | Q2 2026 | Aug 14, 2026 |
| Coldstream Capital Management Inc | Sell | -191 | -0.8% | 23,225 | $1.21M | Q2 2026 | Aug 14, 2026 |
| Cibc Bancorp Usa Inc. | Buy | +81,800 | +612.2% | 95,161 | $4.96M | Q2 2026 | Aug 13, 2026 |
| Mariner, Llc | Buy | +31,716 | +9.0% | 382,793 | $19.96M | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Buy | +11,886 | +121.9% | 21,640 | $1.13M | Q2 2026 | Aug 13, 2026 |
| Prosperity Consulting Group, Llc | Buy | +4,421 | — | 4,421 | $230.56K | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Sell | -1,429 | -5.6% | 24,054 | $1.25M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -490 | -23.2% | 1,619 | $84.43K | Q2 2026 | Aug 13, 2026 |
| Portland Global Advisors Llc | Sell | -100 | -0.7% | 13,535 | $705.85K | Q2 2026 | Aug 13, 2026 |
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.