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

• Market cap: $92.5M
• 1 day: -0.41%
• 5 days: 1.48%
• 1 month: -3.54%
• 3 months: -15.17%
• 6 months: -12.49%
• Year to date: -11.47%
• 1 year: -1.73%
• 5 years: 45.92%
• 10 years: 45.92%

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

100% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 13

18% more funds holding

Funds holding: 62 [Q3] → 73 (+11) [Q4]

16% more capital invested

Capital invested by funds: $25.4M [Q3] → $29.4M (+$4.01M) [Q4]

1.33% more ownership

Funds ownership: 30.37% [Q3] → 31.7% (+1.33%) [Q4]