iShares ESG Screened S&P Small-Cap ETF
XJR
XJR
46 hedge funds and large institutions have $17.3M invested in iShares ESG Screened S&P Small-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
5.32% more ownership
Funds ownership: 22.07% → 27.38% (+5.3%)
Holders
46
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$1.21M | |
| 2 | +$675K | |
| 3 | +$643K | |
| 4 |
Franklin Resources
San Mateo,
California
|
+$546K |
| 5 |
LPL Financial
San Diego,
California
|
+$396K |
Top Sellers
| 1 | -$464K | |
| 2 | -$353K | |
| 3 | -$225K | |
| 4 |
WP
WealthShield Partners
Cary,
North Carolina
|
-$148K |
| 5 |
BFO
Biltmore Family Office
Charlotte,
North Carolina
|
-$107K |