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iShares ESG Screened S&P Small-Cap ETF
XJR

95 hedge funds and large institutions have $49.8M invested in iShares ESG Screened S&P Small-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

58% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 19

32% more capital invested

Capital invested by funds: $37.9M → $49.8M (+$12M)

8% more funds holding

Funds holding: 88 → 95 (+7)

4.57% more ownership

Funds ownership: 36.3% → 40.87% (+4.6%)

Holders
95
Holders Change
+7
Holders Change %
+7.95%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
30
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KeyBank National Association
KeyBank National Association
Ohio
+$4.31M
2
IWA
Invera Wealth Advisors
Oregon
+$2.41M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.33M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.3M
5
Brown Advisory
Brown Advisory
Maryland
+$1.17M

Top Sellers

Rank Fund Capital Flow
1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$2.6M
2
NA
NewEdge Advisors
Louisiana
-$900K
3
EWA
EP Wealth Advisors
California
-$494K
4
AIM
Archer Investment Management
Texas
-$264K
5
MWM
Mission Wealth Management
California
-$92.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
26
Pathway Financial Advisors
Vermont
$538K – – –
CFGA
27
Cambridge Financial Group (Arizona)
Arizona
$529K – – –
B
28
Birchbrook
Maine
$517K +$206K +4,614 +64%
Cerity Partners
29
Cerity Partners
New York
$512K -$77.6K -1,737 -13%
Mariner
30
Mariner
Kansas
$500K +$5.5K +123 +1%
Goldman Sachs
31
Goldman Sachs
New York
$496K +$760 +17 +0.1%
ADL
32
Asset Dedication LLC
California
$468K – – –
Lido Advisors
33
Lido Advisors
California
$461K +$42.6K +953 +10%
RSWM
34
Robertson Stephens Wealth Management
California
$441K +$149K +3,338 +49%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$432K -$31.6K -706 -7%
MCM
36
MAI Capital Management
Ohio
$430K -$15.8K -354 -3%
DC
37
DeDora Capital
California
$413K +$424K +9,489 New
GAM
38
Gould Asset Management
California
$399K +$20.8K +465 +5%
BRIA
39
Balanced Rock Investment Advisors
Massachusetts
$397K +$8.76K +196 +2%
PAG
40
Private Advisor Group
New Jersey
$385K +$35.3K +790 +10%
SFC
41
Sprinkle Financial Consultants
Colorado
$343K – – –
TFO
42
Tarbox Family Office
California
$332K +$12.4K +277 +4%
Osaic Holdings
43
Osaic Holdings
Arizona
$321K – – –
ACM
44
Armbruster Capital Management
New York
$320K -$223 -5 -0.1%
NP
45
NorthRock Partners
Minnesota
$320K +$89.4K +2,000 +37%
COCM
46
Charter Oak Capital Management
New Hampshire
$298K +$17K +380 +6%
VFA
47
Valeo Financial Advisors
Indiana
$290K -$27.9K -625 -9%
HCA
48
Heck Capital Advisors
Wisconsin
$288K -$8.18K -183 -3%
LEA
49
Legacy Edge Advisors
New York
$273K -$5.23K -117 -2%
PI
50
PFG Investments
New York
$272K – – –
1
2
3 4 5

XJR Hedge Fund Activity: Q1 2026 in Review

95 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P Small-Cap ETF (XJR) for Q1 2026, worth a combined $49.8M — up 32% from $37.9M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new XJR positions and 6 closed out — a net gain of 10 holders — while 30 added to existing stakes and 19 trimmed.

The largest buyer was KeyBank National Association, opening a new position worth an estimated $4.31M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $2.6M sold.

  • 95 institutional investors held iShares ESG Screened S&P Small-Cap ETF (XJR) as of Q1 2026, up from 88 in Q4 2025.
  • Funds reported $49.8M of iShares ESG Screened S&P Small-Cap ETF stock for Q1 2026, up 32% quarter-over-quarter.
  • 16 funds opened new iShares ESG Screened S&P Small-Cap ETF positions in Q1 2026 and 6 closed out, a net change of +10 holders.
  • The largest iShares ESG Screened S&P Small-Cap ETF buyer in Q1 2026 was KeyBank National Association, an estimated $4.31M added.
  • The largest iShares ESG Screened S&P Small-Cap ETF seller in Q1 2026 was Thrivent Financial for Lutherans, an estimated $2.6M sold.

Based on aggregated 13F filings for Q1 2026.