iShares ESG Screened S&P Small-Cap ETF
XJR
XJR
64 hedge funds and large institutions have $26.2M invested in iShares ESG Screened S&P Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 14 reducing their positions, and 6 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
0.51% less ownership
Funds ownership: 31.83% → 31.32% (-0.51%)
Holders
64
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$630K | |
| 2 | +$589K | |
| 3 | +$569K | |
| 4 |
RCS
Retirement Capital Strategies
San Jose,
California
|
+$440K |
| 5 |
B
Bailard
Foster City,
California
|
+$401K |
Top Sellers
| 1 | -$1.21M | |
| 2 | -$1.02M | |
| 3 | -$753K | |
| 4 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
-$664K |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$245K |