iShares ESG Screened S&P Small-Cap ETF
XJR
XJR
83 hedge funds and large institutions have $33.7M 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, 32 increasing their positions, 23 reducing their positions, and 5 closing their positions.
Holders
83
Holders Change
+5
Holders Change %
+6.41%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
32
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
AA
76
Addison Advisors
Middlebury,
Vermont
| $9.69K | – | – | – |
|
|
1NWS
77
1 North Wealth Services
Annapolis,
Maryland
| $7.52K | – | – | – |
|
|
GWSG
78
GPS Wealth Strategies Group
Centennial,
Colorado
| $5.93K | – | – | – |
|
|
WT
79
Whittier Trust
South Pasadena,
California
| $5.69K | – | – | – |
|
|
C
80
Covestor
London,
United Kingdom
| $4K | +$2.91K | +67 | +268% |
|
81
Fidelity Investments
Boston,
Massachusetts
| $3.6K | -$18.1K | -459 | -83% |
|
82
Royal Bank of Canada
Toronto,
Ontario, Canada
| $3K | -$1.05K | -30 | -26% |
|
|
SWM
83
Spire Wealth Management
Mclean,
Virginia
| $1.54K | – | – | – |
|
84
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$1.06M | -28,246 | Closed |
|
|
WCF
85
West Coast Financial
Santa Barbara,
California
| – | -$491K | -13,037 | Closed |
|
|
CWM
86
Compass Wealth Management
Guilford,
Connecticut
| – | -$30.1K | -800 | Closed |
|
|
WFA
87
Wells Financial Advisors
Framingham,
Massachusetts
| – | -$15.1K | -400 | Closed |
|
88
AssetMark Inc
Concord,
California
| – | -$640 | -17 | Closed |
|