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iShares ESG Screened S&P Small-Cap ETF
XJR

81 hedge funds and large institutions have $33.9M invested in iShares ESG Screened S&P Small-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 25

1% less capital invested

Capital invested by funds: $34.1M → $33.9M (-$221K)

1.98% less ownership

Funds ownership: 34.46% → 32.48% (-2%)

4% less funds holding

Funds holding: 84 → 81 (-3)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
81
Holders Change
-3
Holders Change %
-3.57%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
27
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$918K
2
Jane Street
Jane Street
New York
+$323K
3
HFA
Highland Financial Advisors
New Jersey
+$289K
4
SC
Savant Capital
Illinois
+$280K
5
NP
NorthRock Partners
Minnesota
+$202K

Top Sellers

Rank Fund Capital Flow
1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$2.26M
2
VC
Veracity Capital
Georgia
-$269K
3
OL
Optas LLC
Texas
-$260K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$127K
5
UBS Group
UBS Group
Switzerland
-$115K
Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
26
Gould Asset Management
California
$370K +$3.11K +75 +0.9%
PAG
27
Private Advisor Group
New Jersey
$341K +$3.03K +73 +0.9%
MWM
28
Mission Wealth Management
California
$339K -$2.69K -65 -0.8%
SFC
29
Sprinkle Financial Consultants
Colorado
$334K +$1.16K +28 +0.4%
TFO
30
Tarbox Family Office
California
$320K – – –
ACM
31
Armbruster Capital Management
New York
$313K +$27.7K +667 +10%
VFA
32
Valeo Financial Advisors
Indiana
$309K +$871 +21 +0.3%
BRIA
33
Balanced Rock Investment Advisors
Massachusetts
$302K -$5.14K -124 -2%
B
34
Birchbrook
Maine
$297K -$17.2K -416 -6%
Creative Planning
35
Creative Planning
Kansas
$295K – – –
AIM
36
Archer Investment Management
Texas
$291K -$65.6K -1,583 -19%
RSWM
37
Robertson Stephens Wealth Management
California
$289K -$8.13K -196 -3%
SC
38
Savant Capital
Illinois
$287K +$280K +6,746 New
HCA
39
Heck Capital Advisors
Wisconsin
$275K -$705 -17 -0.3%
MCM
40
MAI Capital Management
Ohio
$274K -$2.11K -51 -0.8%
MML Investors Services
41
MML Investors Services
Massachusetts
$268K -$46.9K -1,131 -15%
PI
42
PFG Investments
New York
$265K +$871 +21 +0.3%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$240K -$26.7K -645 -10%
Osaic Holdings
44
Osaic Holdings
Arizona
$235K -$15.6K -376 -6%
BFS
45
Bradley Foster & Sargent
Connecticut
$226K – – –
SWP
46
Stratos Wealth Partners
Ohio
$225K +$622 +15 +0.3%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$211K -$16.3K -393 -7%
NP
48
NorthRock Partners
Minnesota
$208K +$202K +4,879 New
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$164K +$160K +3,862 New
SPIA
50
Steward Partners Investment Advisory
New York
$128K +$41.5K +1,000 +50%
1
2
3 4

XJR Hedge Fund Activity: Q3 2025 in Review

81 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P Small-Cap ETF (XJR) for Q3 2025, worth a combined $33.9M — down 0.65% from $34.1M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of XJR and 5 opened new positions — a net loss of 1 holder — while 25 trimmed existing stakes and 27 added.

The largest buyer was LPL Financial, adding an estimated $918K. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $2.26M sold.

  • 81 institutional investors held iShares ESG Screened S&P Small-Cap ETF (XJR) as of Q3 2025, down from 84 in Q2 2025.
  • Funds reported $33.9M of iShares ESG Screened S&P Small-Cap ETF stock for Q3 2025, down 0.65% quarter-over-quarter.
  • 5 funds opened new iShares ESG Screened S&P Small-Cap ETF positions in Q3 2025 and 6 closed out, a net change of -1 holder.
  • The largest iShares ESG Screened S&P Small-Cap ETF buyer in Q3 2025 was LPL Financial, an estimated $918K added.
  • The largest iShares ESG Screened S&P Small-Cap ETF seller in Q3 2025 was Thrivent Financial for Lutherans, an estimated $2.26M sold.

Based on aggregated 13F filings for Q3 2025.