iShares ESG Screened S&P Small-Cap ETF
XJR
XJR
53 hedge funds and large institutions have $21.3M invested in iShares ESG Screened S&P Small-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+8
Holders Change %
+17.78%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
18
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
MBI
Montrusco Bolton Investments
Montreal,
Quebec, Canada
|
-$911K |
| 2 |
LPL Financial
San Diego,
California
|
-$274K |
| 3 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$132K |
| 4 |
OL
Optas LLC
Austin,
Texas
|
-$84.3K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
-$83.4K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
C
51
Covestor
London,
United Kingdom
| $3K | -$92 | -2 | -3% |
|
|
SWM
52
Spire Wealth Management
Mclean,
Virginia
| $1.53K | +$353 | +9 | +30% |
|
53
Morgan Stanley
New York
| $54 | -$54 | -1 | -50% |
|
|
MBI
54
Montrusco Bolton Investments
Montreal,
Quebec, Canada
| – | -$911K | -23,817 | Closed |
|
55
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$47.8K | -1,250 | Closed |
|
|
AF
56
Advisornet Financial
Minnetonka,
Minnesota
| – | -$35.2K | -919 | Closed |
|
|
FWM
57
Focused Wealth Management
Newburgh,
New York
| – | -$1.95K | -51 | Closed |
|