XJR icon

iShares ESG Screened S&P Small-Cap ETF

83 hedge funds and large institutions have $34.1M invested in iShares ESG Screened S&P Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
51
Stratos Wealth Partners
Ohio
$208K
GRP
52
Global Retirement Partners
California
$113K
UBS Group
53
UBS Group
Switzerland
$109K
William Blair & Company
54
William Blair & Company
Illinois
$94.1K
MA
55
MCF Advisors
Kentucky
$90.2K
WTFG
56
Wood Tarver Financial Group
Idaho
$89K
MIA
57
Milestone Investment Advisors
Wisconsin
$85.8K
CTWM
58
Cherry Tree Wealth Management
Minnesota
$84K
SPIA
59
Steward Partners Investment Advisory
New York
$79.1K
AIA
60
Armor Investment Advisors
North Carolina
$76.1K
RDFA
61
Ritter Daniher Financial Advisory
Ohio
$41.9K
ST
62
Smithfield Trust
Pennsylvania
$41K
PWA
63
Physician Wealth Advisors
Utah
$39.9K
Bank of America
64
Bank of America
North Carolina
$36.3K
BTI
65
Blue Trust Inc
Georgia
$25.9K
KFI
66
Key Financial Inc
Pennsylvania
$24.1K
DF
67
Dunhill Financial
United Kingdom
$23.6K
GIA
68
GHP Investment Advisors
Colorado
$21.6K
HI
69
Harbour Investments
Wisconsin
$21.3K
PS
70
Principal Securities
Iowa
$20.1K
HDIM
71
Hanson & Doremus Investment Management
Vermont
$19K
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$19K
TIM
73
Tortoise Investment Management
New York
$15.8K
Morgan Stanley
74
Morgan Stanley
New York
$11.7K
AAP
75
Arax Advisory Partners
Colorado
$10.2K