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iShares ESG Screened S&P Small-Cap ETF
XJR

75 hedge funds and large institutions have $30.1M invested in iShares ESG Screened S&P Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

108% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 13

17% more funds holding

Funds holding: 64 → 75 (+11)

15% more capital invested

Capital invested by funds: $26.2M → $30.1M (+$3.89M)

1.13% more ownership

Funds ownership: 31.32% → 32.45% (+1.1%)

Holders
75
Holders Change
+11
Holders Change %
+17.19%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
27
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BFO
Biltmore Family Office
North Carolina
+$686K
2
WCF
West Coast Financial
California
+$556K
3
HL
HeadInvest LLC
Maine
+$470K
4
KFGK
Keystone Financial Group (Kentucky)
Kentucky
+$406K
5
Franklin Resources
Franklin Resources
California
+$278K

Top Sellers

Rank Fund Capital Flow
1
BRIA
Balanced Rock Investment Advisors
Massachusetts
-$493K
2
RCS
Retirement Capital Strategies
California
-$440K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$291K
4
MML Investors Services
MML Investors Services
Massachusetts
-$103K
5
MWM
Merriman Wealth Management
Washington
-$70.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$395K -$43.7K -1,025 -10%
GAM
27
Gould Asset Management
California
$346K -$2.77K -65 -0.8%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$337K +$8.06K +189 +2%
EFM
29
Eley Financial Management
Vermont
$334K +$33.8K +793 +11%
SFC
30
Sprinkle Financial Consultants
Colorado
$301K +$3.29K +77 +1%
VFA
31
Valeo Financial Advisors
Indiana
$281K +$3.2K +75 +1%
TFO
32
Tarbox Family Office
California
$279K +$853 +20 +0.3%
VC
33
Veracity Capital
Georgia
$278K +$1.24K +29 +0.4%
HCA
34
Heck Capital Advisors
Wisconsin
$278K -$3.03K -71 -1%
PAG
35
Private Advisor Group
New Jersey
$276K +$3.03K +71 +1%
ACM
36
Armbruster Capital Management
New York
$246K -$7.47K -175 -3%
OL
37
Optas LLC
Texas
$245K +$13.1K +308 +5%
PI
38
PFG Investments
New York
$238K +$8.36K +196 +4%
SWP
39
Stratos Wealth Partners
Ohio
$220K +$228K +5,345 New
PWM
40
Parkworth Wealth Management
California
$217K +$225K +5,277 New
NC
41
Napatree Capital
Rhode Island
$211K -$2K -47 -0.9%
Osaic Holdings
42
Osaic Holdings
Arizona
$198K +$139K +3,247 +207%
NP
43
NorthRock Partners
Minnesota
$169K +$32.9K +770 +23%
MCM
44
MAI Capital Management
Ohio
$158K +$164K +3,846 New
Bank of America
45
Bank of America
North Carolina
$134K +$89.1K +2,089 +180%
SPIA
46
Steward Partners Investment Advisory
New York
$132K +$21.3K +500 +18%
NA
47
NewEdge Advisors
Louisiana
$121K +$22.8K +534 +22%
GRP
48
Global Retirement Partners
California
$117K +$1.15K +27 +1%
William Blair & Company
49
William Blair & Company
Illinois
$97.9K – – –
MA
50
MCF Advisors
Kentucky
$93.8K – – –
1
2
3 4

XJR Hedge Fund Activity: Q4 2024 in Review

75 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P Small-Cap ETF (XJR) for Q4 2024, worth a combined $30.1M — up 15% from $26.2M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new XJR positions and 4 closed out — a net gain of 12 holders — while 27 added to existing stakes and 13 trimmed.

The largest buyer was Biltmore Family Office, adding an estimated $686K. The largest seller was Balanced Rock Investment Advisors, cutting an estimated $493K.

  • 75 institutional investors held iShares ESG Screened S&P Small-Cap ETF (XJR) as of Q4 2024, up from 64 in Q3 2024.
  • Funds reported $30.1M of iShares ESG Screened S&P Small-Cap ETF stock for Q4 2024, up 15% quarter-over-quarter.
  • 16 funds opened new iShares ESG Screened S&P Small-Cap ETF positions in Q4 2024 and 4 closed out, a net change of +12 holders.
  • The largest iShares ESG Screened S&P Small-Cap ETF buyer in Q4 2024 was Biltmore Family Office, an estimated $686K added.
  • The largest iShares ESG Screened S&P Small-Cap ETF seller in Q4 2024 was Balanced Rock Investment Advisors, an estimated $493K sold.

Based on aggregated 13F filings for Q4 2024.