iShares ESG Screened S&P Small-Cap ETF
XJR
XJR
42 hedge funds and large institutions have $10.9M invested in iShares ESG Screened S&P Small-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
less ownership
Funds ownership: →
18% less capital invested
Capital invested by funds: $13.4M → $10.9M (-$2.43M)
Holders
42
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$349K | |
| 2 | +$201K | |
| 3 | +$145K | |
| 4 |
WP
WealthShield Partners
Cary,
North Carolina
|
+$120K |
| 5 |
MBI
Montrusco Bolton Investments
Montreal,
Quebec, Canada
|
+$86.8K |
Top Sellers
| 1 | -$1.22M | |
| 2 | -$884K | |
| 3 | -$764K | |
| 4 |
ACM
Armbruster Capital Management
Pittsford,
New York
|
-$206K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$13.1K |