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

• Market cap: $245M
• 1 day: 0.50%
• 5 days: -5.33%
• 1 month: -3.65%
• 3 months: -0.43%
• 6 months: 6.40%
• Year to date: 11.37%
• 1 year: 12.54%
• 5 years: 70.06%
• 10 years: 70.06%

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

136% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 25

19% more capital invested

Capital invested by funds: $138M [Q2] → $165M (+$27M) [Q3]

10% more funds holding

Funds holding: 111 [Q2] → 122 (+11) [Q3]

0.06% less ownership

Funds ownership: 69.99% [Q2] → 69.94% (-0.06%) [Q3]

100% less funds holding in top 10

Funds holding in top 10: 1 [Q2] → 0 (-1) [Q3]