iShares ESG Screened S&P Small-Cap ETF
XJR
36 hedge funds and large institutions have $11.5M invested in iShares ESG Screened S&P Small-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 4 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 5
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
9% more funds holding
Funds holding: 33 → 36 (+3)
5% more capital invested
Capital invested by funds: $10.9M → $11.5M (+$570K)
5.3% less ownership
Funds ownership: 31.29% → 25.98% (-5.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.06M |
| 2 |
OL
Optas LLC
Austin,
Texas
|
+$556K |
| 3 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$496K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$318K |
| 5 |
MA
MONECO Advisors
Fairfield,
Connecticut
|
+$294K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
-$1.57M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$714K |
| 3 |
PA
Parkside Advisors
Berkeley,
California
|
-$630K |
| 4 |
Jane Street
New York
|
-$104K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
-$77.5K |
XJR Hedge Fund Activity: Q1 2023 in Review
36 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P Small-Cap ETF (XJR) for Q1 2023, worth a combined $11.5M — up 5.2% from $10.9M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new XJR positions and 4 closed out — a net gain of 3 holders — while 15 added to existing stakes and 5 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.06M. The largest seller was IFP Advisors, exiting entirely with an estimated $1.57M sold.
- 36 institutional investors held iShares ESG Screened S&P Small-Cap ETF (XJR) as of Q1 2023, up from 33 in Q4 2022.
- Funds reported $11.5M of iShares ESG Screened S&P Small-Cap ETF stock for Q1 2023, up 5.2% quarter-over-quarter.
- 7 funds opened new iShares ESG Screened S&P Small-Cap ETF positions in Q1 2023 and 4 closed out, a net change of +3 holders.
- The largest iShares ESG Screened S&P Small-Cap ETF buyer in Q1 2023 was Citadel Advisors, an estimated $1.06M added.
- The largest iShares ESG Screened S&P Small-Cap ETF seller in Q1 2023 was IFP Advisors, an estimated $1.57M sold.
Based on aggregated 13F filings for Q1 2023.