iShares ESG Screened S&P Mid-Cap ETF (XJH)

• Market cap: $242M
• 1 day: 1.02%
• 5 days: 2.83%
• 1 month: -7.83%
• 3 months: -15.05%
• 6 months: -14.89%
• Year to date: -11.77%
• 1 year: -3.62%
• 5 years: 49.05%
• 10 years: 49.05%

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

425% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 4

60% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 35

11% more funds holding

Funds holding: 124 [Q3] → 138 (+14) [Q4]

6% more capital invested

Capital invested by funds: $166M [Q3] → $176M (+$10.5M) [Q4]

1.35% more ownership

Funds ownership: 69.99% [Q3] → 71.34% (+1.35%) [Q4]