XJH · iShares ESG Select Screened S&P Mid-Cap ETF ETF

$51.27 +0.09 (+0.17%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 2

Total Value: $1,869,055

Total Shares: 35,840

Institutional Ownership Trend

24 quarters

Holder Concentration

Across 2 13F filers · Δ vs Mar 31, 2026

Top Holder

77.5%

+66.9 pts

Top 5

100.0%

+61.8 pts

Top 10

100.0%

+45.4 pts

HHI

6,511

Highly concentrated+6,111

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

177

Unchanged

Holder count: -176

Institutional value: -99.2%

Shares held: -99.3%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds	Open
Large Corient Private Wealth LLC	+1,801	27,772

Top Sellers

vs Mar 31, 2026

No qualifying movers this quarter.

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)	Open
Mega CITADEL ADVISORS LLC	8,068	$420,746

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mega BANK OF AMERICA CORP /DE/	577,021	$26,179,442
Mega RAYMOND JAMES FINANCIAL INC	471,717	$21,401,799
Mega LPL Financial LLC	399,338	$18,117,965
Large Mariner, LLC	351,077	$15,928,362
Mid EASTERN BANK	292,080	$13,251,669