XJR icon

iShares ESG Screened S&P Small-Cap ETF

79 hedge funds and large institutions have $29.6M invested in iShares ESG Screened S&P Small-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+5
Holders Change %
+6.76%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
22
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MA
51
MCF Advisors
Kentucky
$85.8K
WTFG
52
Wood Tarver Financial Group
Idaho
$85.3K
Bank of America
53
Bank of America
North Carolina
$83.7K -$38.6K -1,025 -32%
MIA
54
Milestone Investment Advisors
Wisconsin
$81.6K
CTWM
55
Cherry Tree Wealth Management
Minnesota
$80K
AIA
56
Armor Investment Advisors
North Carolina
$72.4K
PS
57
Principal Securities
Iowa
$65.8K
RDFA
58
Ritter Daniher Financial Advisory
Ohio
$39.8K +$39.8K +1,059 New
PWA
59
Physician Wealth Advisors
Utah
$35.4K -$226 -6 -0.6%
DF
60
Dunhill Financial
United Kingdom
$34.5K +$34.5K +917 New
ST
61
Smithfield Trust
Pennsylvania
$32K
CWM
62
Compass Wealth Management
Connecticut
$30.1K +$18.8K +500 +167%
BTI
63
Blue Trust Inc
Georgia
$24.6K +$2.18K +58 +10%
KFI
64
Key Financial Inc
Pennsylvania
$23K
HI
65
Harbour Investments
Wisconsin
$22.7K
Fidelity Investments
66
Fidelity Investments
Massachusetts
$20.7K -$2.3K -61 -10%
GIA
67
GHP Investment Advisors
Colorado
$20.5K
HDIM
68
Hanson & Doremus Investment Management
Vermont
$18K
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$18K
WFA
70
Wells Financial Advisors
Massachusetts
$15.1K
AAP
71
Arax Advisory Partners
Colorado
$9.67K +$9.67K +257 New
AA
72
Addison Advisors
Vermont
$9.22K -$13.4K -355 -59%
1NWS
73
1 North Wealth Services
Maryland
$7.15K +$7.15K +190 New
GWSG
74
GPS Wealth Strategies Group
Colorado
$5.64K +$5.64K +150 New
WT
75
Whittier Trust
California
$5.42K