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iShares ESG Screened S&P Small-Cap ETF
XJR

38 hedge funds and large institutions have $13.4M invested in iShares ESG Screened S&P Small-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

88% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 8

17% more capital invested

Capital invested by funds: $11.5M → $13.4M (+$1.93M)

6% more funds holding

Funds holding: 36 → 38 (+2)

0.37% more ownership

Funds ownership: 25.98% → 26.36% (+0.37%)

Holders
38
Holders Change
+2
Holders Change %
+5.56%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
15
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$1.91M
2
RCS
Retirement Capital Strategies
California
+$729K
3
ACM
Armbruster Capital Management
New York
+$196K
4
CA
Cetera Advisors
Colorado
+$80.7K
5
MBI
Montrusco Bolton Investments
Quebec, Canada
+$66.1K

Top Sellers

Rank Fund Capital Flow
1
MWM
Merriman Wealth Management
Washington
-$709K
2
BWP
BSW Wealth Partners
Colorado
-$445K
3
OL
Optas LLC
Texas
-$224K
4
Citadel Advisors
Citadel Advisors
Florida
-$163K
5
HI
Harbour Investments
Wisconsin
-$61K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$59.1K +$12.2K +366 +28%
Osaic Holdings
27
Osaic Holdings
Arizona
$58.3K +$401 +12 +0.7%
ST
28
Smithfield Trust
Pennsylvania
$36K – – –
WP
29
WealthShield Partners
North Carolina
$28.7K +$7.69K +230 +39%
William Blair & Company
30
William Blair & Company
Illinois
$22.8K – – –
GIA
31
GHP Investment Advisors
Colorado
$19.1K +$67 +2 +0.4%
BTI
32
Blue Trust Inc
Georgia
$19K +$18.4K +549 New
WFA
33
Wells Financial Advisors
Massachusetts
$16.9K +$16.1K +482 New
PC
34
Pecaut & Co
Iowa
$16.1K -$34K -1,016 -69%
CWM
35
Compass Wealth Management
Connecticut
$10.5K – – –
FWM
36
Focused Wealth Management
New York
$4.76K – – –
SWM
37
Spire Wealth Management
Virginia
$1.05K – – –
C
38
Covestor
United Kingdom
$1K +$903 +27 +180%
BWP
39
BSW Wealth Partners
Colorado
– -$445K -13,128 Closed
HI
40
Harbour Investments
Wisconsin
– -$61K -1,800 Closed
1
2

XJR Hedge Fund Activity: Q2 2023 in Review

38 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P Small-Cap ETF (XJR) for Q2 2023, worth a combined $13.4M — up 17% from $11.5M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new XJR positions and 2 closed out — a net gain of 2 holders — while 15 added to existing stakes and 8 trimmed.

The largest buyer was Jane Street, adding an estimated $1.91M. The largest seller was Merriman Wealth Management, cutting an estimated $709K.

  • 38 institutional investors held iShares ESG Screened S&P Small-Cap ETF (XJR) as of Q2 2023, up from 36 in Q1 2023.
  • Funds reported $13.4M of iShares ESG Screened S&P Small-Cap ETF stock for Q2 2023, up 17% quarter-over-quarter.
  • 4 funds opened new iShares ESG Screened S&P Small-Cap ETF positions in Q2 2023 and 2 closed out, a net change of +2 holders.
  • The largest iShares ESG Screened S&P Small-Cap ETF buyer in Q2 2023 was Jane Street, an estimated $1.91M added.
  • The largest iShares ESG Screened S&P Small-Cap ETF seller in Q2 2023 was Merriman Wealth Management, an estimated $709K sold.

Based on aggregated 13F filings for Q2 2023.