iShares ESG Screened S&P Small-Cap ETF
XJR
54 hedge funds and large institutions have $21.7M 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.
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
64% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 11
26% more capital invested
Capital invested by funds: $17.3M → $21.7M (+$4.45M)
17% more funds holding
Funds holding: 46 → 54 (+8)
1.82% more ownership
Funds ownership: 27.38% → 29.21% (+1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.09M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$610K |
| 3 |
Jane Street
New York
|
+$593K |
| 4 |
BRIA
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
+$569K |
| 5 |
PFA
Pathway Financial Advisors
South Burlington,
Vermont
|
+$370K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MBI
Montrusco Bolton Investments
Montreal,
Quebec, Canada
|
-$911K |
| 2 |
LPL Financial
San Diego,
California
|
-$263K |
| 3 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$127K |
| 4 |
OL
Optas LLC
Austin,
Texas
|
-$80.8K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
-$79.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CWM
51
Compass Wealth Management
Guilford,
Connecticut
| $11.8K | – | – | – |
|
|
C
52
Covestor
London,
United Kingdom
| $3K | -$75 | -2 | -3% |
|
|
SWM
53
Spire Wealth Management
Mclean,
Virginia
| $1.53K | +$338 | +9 | +30% |
|
54
Morgan Stanley
New York
| $54 | -$38 | -1 | -50% |
|
|
MBI
55
Montrusco Bolton Investments
Montreal,
Quebec, Canada
| – | -$911K | -23,817 | Closed |
|
56
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$47.8K | -1,250 | Closed |
|
|
AF
57
Advisornet Financial
Minnetonka,
Minnesota
| – | -$35.2K | -919 | Closed |
|
|
FWM
58
Focused Wealth Management
Newburgh,
New York
| – | -$1.95K | -51 | Closed |
|
XJR Hedge Fund Activity: Q1 2024 in Review
54 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P Small-Cap ETF (XJR) for Q1 2024, worth a combined $21.7M — up 26% from $17.3M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new XJR positions and 4 closed out — a net gain of 8 holders — while 18 added to existing stakes and 11 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.09M. The largest seller was Montrusco Bolton Investments, exiting entirely with an estimated $911K sold.
- 54 institutional investors held iShares ESG Screened S&P Small-Cap ETF (XJR) as of Q1 2024, up from 46 in Q4 2023.
- Funds reported $21.7M of iShares ESG Screened S&P Small-Cap ETF stock for Q1 2024, up 26% quarter-over-quarter.
- 12 funds opened new iShares ESG Screened S&P Small-Cap ETF positions in Q1 2024 and 4 closed out, a net change of +8 holders.
- The largest iShares ESG Screened S&P Small-Cap ETF buyer in Q1 2024 was Susquehanna International Group, an estimated $1.09M added.
- The largest iShares ESG Screened S&P Small-Cap ETF seller in Q1 2024 was Montrusco Bolton Investments, an estimated $911K sold.
Based on aggregated 13F filings for Q1 2024.