iShares ESG Screened S&P Small-Cap ETF
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.
333% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 3
60% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 5
38% more funds holding
Funds holding: 24 → 33 (+9)
5% more capital invested
Capital invested by funds: $10.4M → $10.9M (+$474K)
36.63% less ownership
Funds ownership: 67.92% → 31.29% (-37%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
+$2.13M |
| 2 |
PA
Parkside Advisors
Berkeley,
California
|
+$638K |
| 3 |
BWP
BSW Wealth Partners
Boulder,
Colorado
|
+$448K |
| 4 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$275K |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$259K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.8M |
| 2 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$1.27M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$787K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$225K |
| 5 |
CGL
Clarius Group LLC
Seattle,
Washington
|
-$224K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MIA
26
Milestone Investment Advisors
Middleton,
Wisconsin
| $23.9K | +$24.2K | +718 | New |
|
27
William Blair & Company
Chicago,
Illinois
| $21.7K | +$21.9K | +652 | New |
|
|
GIA
28
GHP Investment Advisors
Denver,
Colorado
| $17.6K | +$4.85K | +144 | +38% |
|
|
AAG
29
Armstrong Advisory Group
Needham,
Massachusetts
| $14.3K | +$14.5K | +430 | New |
|
|
CWM
30
Compass Wealth Management
Guilford,
Connecticut
| $9.97K | +$10.1K | +300 | New |
|
|
FWM
31
Focused Wealth Management
Newburgh,
New York
| $3.59K | +$2.69K | +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 |
|
|
C
36
Covestor
London,
United Kingdom
| – | +$202 | +6 | New |
|
XJR Hedge Fund Activity: Q4 2022 in Review
33 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P Small-Cap ETF (XJR) for Q4 2022, worth a combined $10.9M — up 4.6% from $10.4M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new XJR positions and 3 closed out — a net gain of 10 holders — while 8 added to existing stakes and 5 trimmed.
The largest buyer was IFP Advisors, adding an estimated $2.13M. The largest seller was Jane Street, cutting an estimated $1.8M.
- 33 institutional investors held iShares ESG Screened S&P Small-Cap ETF (XJR) as of Q4 2022, up from 24 in Q3 2022.
- Funds reported $10.9M of iShares ESG Screened S&P Small-Cap ETF stock for Q4 2022, up 4.6% quarter-over-quarter.
- 13 funds opened new iShares ESG Screened S&P Small-Cap ETF positions in Q4 2022 and 3 closed out, a net change of +10 holders.
- The largest iShares ESG Screened S&P Small-Cap ETF buyer in Q4 2022 was IFP Advisors, an estimated $2.13M added.
- The largest iShares ESG Screened S&P Small-Cap ETF seller in Q4 2022 was Jane Street, an estimated $1.8M sold.
Based on aggregated 13F filings for Q4 2022.