iShares ESG Screened S&P Small-Cap ETF
XJR
XJR
33 hedge funds and large institutions have $10.9M invested in iShares ESG Screened S&P Small-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 3 closing their positions.
Holders
33
Holders Change
+9
Holders Change %
+37.5%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
8
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
MIA
26
Milestone Investment Advisors
Middleton,
Wisconsin
| $23.9K | +$23.9K | +718 | New |
|
27
William Blair & Company
Chicago,
Illinois
| $21.7K | +$21.7K | +652 | New |
|
|
GIA
28
GHP Investment Advisors
Denver,
Colorado
| $17.6K | +$4.79K | +144 | +38% |
|
|
AAG
29
Armstrong Advisory Group
Needham,
Massachusetts
| $14.3K | +$14.3K | +430 | New |
|
|
CWM
30
Compass Wealth Management
Guilford,
Connecticut
| $9.97K | +$9.97K | +300 | New |
|
|
FWM
31
Focused Wealth Management
Newburgh,
New York
| $3.59K | +$2.66K | +80 | +286% |
|
|
ST
32
Smithfield Trust
Pittsburgh,
Pennsylvania
| $1K | – | – | – |
|
|
CGL
33
Clarius Group LLC
Seattle,
Washington
| – | -$224K | -7,297 | Closed |
|
|
TIM
34
Tortoise Investment Management
White Plains,
New York
| – | -$9K | -300 | Closed |
|
|
EIP
35
Ellis Investment Partners
Berwyn,
Pennsylvania
| – | -$1K | -53 | Closed |
|