Optas LLC Has $556,000 Stock Holdings in iShares ESG Screened S&P Mid-Cap ETF (BATS:XJH)

Optas LLC raised its stake in shares of iShares ESG Screened S&P Mid-Cap ETF (BATS:XJH) by 5.0% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 13,280 shares of the company’s stock after buying an additional 632 shares during the period. Optas LLC owned about 0.30% of iShares ESG Screened S&P Mid-Cap ETF worth $556,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of the stock. Creative Planning raised its holdings in shares of iShares ESG Screened S&P Mid-Cap ETF by 36.0% during the second quarter. Creative Planning now owns 14,045 shares of the company’s stock worth $556,000 after acquiring an additional 3,718 shares in the last quarter. Cetera Investment Advisers raised its stake in shares of iShares ESG Screened S&P Mid-Cap ETF by 24.7% during the 2nd quarter. Cetera Investment Advisers now owns 32,796 shares of the company’s stock worth $1,298,000 after purchasing an additional 6,494 shares in the last quarter. Pathway Financial Advisors LLC lifted its holdings in shares of iShares ESG Screened S&P Mid-Cap ETF by 20.0% during the 3rd quarter. Pathway Financial Advisors LLC now owns 8,671 shares of the company’s stock valued at $367,000 after buying an additional 1,448 shares during the last quarter. First National Corp MA ADV bought a new stake in shares of iShares ESG Screened S&P Mid-Cap ETF in the 3rd quarter valued at approximately $259,000. Finally, Hilltop Wealth Advisors LLC increased its holdings in iShares ESG Screened S&P Mid-Cap ETF by 324.2% in the third quarter. Hilltop Wealth Advisors LLC now owns 48,253 shares of the company’s stock worth $2,041,000 after buying an additional 36,877 shares during the last quarter.

iShares ESG Screened S&P Mid-Cap ETF Stock Performance

Shares of XJH opened at $42.93 on Tuesday. The company has a market capitalization of $191.03 million, a price-to-earnings ratio of 16.70 and a beta of 1.10. The company’s fifty day simple moving average is $43.41 and its 200 day simple moving average is $42.35.

iShares ESG Screened S&P Mid-Cap ETF Profile

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.