Birch Hill Investment Advisors LLC ETF holdings
Boston, MA
Reported $162.9M in 50 ETFs in its Form 13F for June 30, 2026.
ETF value
$162.9M
ETFs held
50
Change from prior quarter
+16.6%
With price moves
ETFs as a share of its 13F
6.6%
of $2.5B
Top 10 of 50 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IJR | iShares Core S&P Small-Cap ETF | $31.7M | 213,825 | +2,993 shares |
| IVV | iShares Core S&P 500 ETF | $30.5M | 40,764 | −49 shares |
| BBJP | JPMorgan BetaBuilders Japan ETF | $15.1M | 200,297 | +44,644 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $9.3M | 121,065 | +2,287 shares |
| EFA | iShares MSCI EAFE ETF | $8.6M | 82,689 | +1,671 shares |
| VWO | Vanguard FTSE Emerging Markets ETF | $8.0M | 133,272 | +2,931 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $7.9M | 110,272 | +8,499 shares |
| RSP | Invesco S&P 500 Equal Weight ETF | $7.3M | 34,540 | −732 shares |
| GBTC | Grayscale Bitcoin Trust ETF | $4.7M | 102,850 | No change |
| IWM | iShares Russell 2000 ETF | $4.3M | 14,156 | +81 shares |
40 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001424177. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Birch Hill Investment Advisors LLC own?
Birch Hill Investment Advisors LLC reported 50 ETF positions worth $162.9M in its Form 13F for June 30, 2026. The largest was IJR, at $31.7M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.