Hilltop Wealth Advisors LLC cut its holdings in shares of iShares ESG Screened S&P Mid-Cap ETF (BATS:XJH – Free Report) by 9.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 43,853 shares of the company’s stock after selling 4,400 shares during the period. iShares ESG Screened S&P Mid-Cap ETF makes up approximately 0.9% of Hilltop Wealth Advisors LLC’s investment portfolio, making the stock its 22nd largest holding. Hilltop Wealth Advisors LLC owned 0.99% of iShares ESG Screened S&P Mid-Cap ETF worth $1,835,000 at the end of the most recent quarter.
Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Integrated Wealth Concepts LLC acquired a new position in iShares ESG Screened S&P Mid-Cap ETF in the 3rd quarter worth $203,000. Private Advisor Group LLC acquired a new position in shares of iShares ESG Screened S&P Mid-Cap ETF during the second quarter worth about $1,303,000. Harbour Investments Inc. grew its holdings in shares of iShares ESG Screened S&P Mid-Cap ETF by 580.0% during the third quarter. Harbour Investments Inc. now owns 14,959 shares of the company’s stock worth $633,000 after buying an additional 12,759 shares in the last quarter. Magnus Financial Group LLC raised its position in iShares ESG Screened S&P Mid-Cap ETF by 15.1% in the 3rd quarter. Magnus Financial Group LLC now owns 10,803 shares of the company’s stock valued at $457,000 after buying an additional 1,418 shares during the last quarter. Finally, First National Corp MA ADV acquired a new stake in iShares ESG Screened S&P Mid-Cap ETF in the 3rd quarter valued at approximately $259,000.
iShares ESG Screened S&P Mid-Cap ETF Trading Down 0.7 %
BATS:XJH traded down $0.29 during trading hours on Wednesday, reaching $42.00. 53,167 shares of the stock were exchanged. The stock has a market capitalization of $186.90 million, a PE ratio of 16.70 and a beta of 1.10. The company’s fifty day simple moving average is $43.57 and its 200 day simple moving average is $41.94.
About iShares ESG Screened S&P Mid-Cap ETF
The iShares ESG Screened S&P Mid-Cap ETF (XJH) is an exchange-traded fund that mostly invests in mid cap equity. The fund tracks a market-cap weighted index of US mid-caps screened for sustainability and excluding those with exposure to certain controversial business activities. XJH was launched on Sep 22, 2020 and is managed by BlackRock.
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