iShares ESG Screened S&P Small-Cap ETF (XJR)

• Market cap: $95.7M
• 1 day: -2.05%
• 5 days: -1.67%
• 1 month: -1.82%
• 3 months: 4.33%
• 6 months: -12.72%
• Year to date: -6.59%
• 1 year: 1.27%
• 5 years: 55.33%
• 10 years: 55.33%

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

22% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 18

7% more funds holding

Funds holding: 73 [Q4 2024] → 78 (+5) [Q1 2025]

0.87% less ownership

Funds ownership: 31.85% [Q4 2024] → 30.98% (-0.87%) [Q1 2025]

1% less capital invested

Capital invested by funds: $29.5M [Q4 2024] → $29.1M (-$386K) [Q1 2025]