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iShares ESG Screened S&P Small-Cap ETF

88 hedge funds and large institutions have $37.9M invested in iShares ESG Screened S&P Small-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 16

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

12% more capital invested

Capital invested by funds: $33.9M → $37.9M (+$4.01M)

9% more funds holding

Funds holding: 8188 (+7)

3.82% more ownership

Funds ownership: 32.48%36.3% (+3.8%)

Holders
88
Holders Change
+7
Holders Change %
+8.64%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
32
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
26
MAI Capital Management
Ohio
$435K +$161K +3,790 +59%
Lido Advisors
27
Lido Advisors
California
$410K +$14.3K +338 +4%
BRIA
28
Balanced Rock Investment Advisors
Massachusetts
$379K +$76.9K +1,811 +26%
GAM
29
Gould Asset Management
California
$370K
PAG
30
Private Advisor Group
New Jersey
$343K +$1.32K +31 +0.4%
SFC
31
Sprinkle Financial Consultants
Colorado
$336K +$1.36K +32 +0.4%
MWM
32
Mission Wealth Management
California
$331K -$8.66K -204 -3%
Osaic Holdings
33
Osaic Holdings
Arizona
$314K +$78.4K +1,847 +33%
ACM
34
Armbruster Capital Management
New York
$313K
TFO
35
Tarbox Family Office
California
$312K -$8.19K -193 -3%
VFA
36
Valeo Financial Advisors
Indiana
$310K +$594 +14 +0.2%
B
37
Birchbrook
Maine
$309K +$12.1K +284 +4%
Creative Planning
38
Creative Planning
Kansas
$294K -$1.82K -43 -0.6%
HCA
39
Heck Capital Advisors
Wisconsin
$290K +$14.3K +336 +5%
RSWM
40
Robertson Stephens Wealth Management
California
$289K
SC
41
Savant Capital
Illinois
$276K -$11.4K -269 -4%
COCM
42
Charter Oak Capital Management
New Hampshire
$276K +$275K +6,473 New
LEA
43
Legacy Edge Advisors
New York
$271K +$271K +6,376 New
MML Investors Services
44
MML Investors Services
Massachusetts
$271K +$2.63K +62 +1%
PI
45
PFG Investments
New York
$266K +$1.02K +24 +0.4%
AIM
46
Archer Investment Management
Texas
$264K -$27.8K -655 -10%
NP
47
NorthRock Partners
Minnesota
$228K +$20.1K +473 +10%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$207K -$3.52K -83 -2%
Brown Advisory
49
Brown Advisory
Maryland
$206K +$205K +4,827 New
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$163K -$1.49K -35 -0.9%

XJR Hedge Fund Activity: Q4 2025 in Review

88 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P Small-Cap ETF (XJR) for Q4 2025, worth a combined $37.9M — up 12% from $33.9M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new XJR positions and 8 closed out — a net gain of 7 holders — while 32 added to existing stakes and 16 trimmed.

The largest buyer was Thrivent Financial for Lutherans, opening a new position worth an estimated $2.59M. The largest seller was Jane Street, exiting entirely with an estimated $595K sold.

  • 88 institutional investors held iShares ESG Screened S&P Small-Cap ETF (XJR) as of Q4 2025, up from 81 in Q3 2025.
  • Funds reported $37.9M of iShares ESG Screened S&P Small-Cap ETF stock for Q4 2025, up 12% quarter-over-quarter.
  • 15 funds opened new iShares ESG Screened S&P Small-Cap ETF positions in Q4 2025 and 8 closed out, a net change of +7 holders.
  • The largest iShares ESG Screened S&P Small-Cap ETF buyer in Q4 2025 was Thrivent Financial for Lutherans, an estimated $2.59M added.
  • The largest iShares ESG Screened S&P Small-Cap ETF seller in Q4 2025 was Jane Street, an estimated $595K sold.

Based on aggregated 13F filings for Q4 2025.