iShares ESG Screened S&P Small-Cap ETF
XJR
75 hedge funds and large institutions have $30.1M invested in iShares ESG Screened S&P Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 13 reducing their positions, and 4 closing their positions.
300% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 4
108% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 13
17% more funds holding
Funds holding: 64 → 75 (+11)
15% more capital invested
Capital invested by funds: $26.2M → $30.1M (+$3.89M)
1.13% more ownership
Funds ownership: 31.32% → 32.45% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFO
Biltmore Family Office
Charlotte,
North Carolina
|
+$686K |
| 2 |
WCF
West Coast Financial
Santa Barbara,
California
|
+$556K |
| 3 |
HL
HeadInvest LLC
Portland,
Maine
|
+$470K |
| 4 |
KFGK
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
+$406K |
| 5 |
Franklin Resources
San Mateo,
California
|
+$278K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BRIA
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
-$493K |
| 2 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$440K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$291K |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
-$103K |
| 5 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$70.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RCS
76
Retirement Capital Strategies
San Jose,
California
| – | -$440K | -10,533 | Closed |
|
|
77
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$291K | -6,964 | Closed |
|
|
VAMG
78
Voisard Asset Management Group
Grand Rapids,
Michigan
| – | -$52.9K | -1,265 | Closed |
|
79
JP Morgan Chase
New York
| – | -$5.43K | -130 | Closed |
|
XJR Hedge Fund Activity: Q4 2024 in Review
75 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P Small-Cap ETF (XJR) for Q4 2024, worth a combined $30.1M — up 15% from $26.2M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new XJR positions and 4 closed out — a net gain of 12 holders — while 27 added to existing stakes and 13 trimmed.
The largest buyer was Biltmore Family Office, adding an estimated $686K. The largest seller was Balanced Rock Investment Advisors, cutting an estimated $493K.
- 75 institutional investors held iShares ESG Screened S&P Small-Cap ETF (XJR) as of Q4 2024, up from 64 in Q3 2024.
- Funds reported $30.1M of iShares ESG Screened S&P Small-Cap ETF stock for Q4 2024, up 15% quarter-over-quarter.
- 16 funds opened new iShares ESG Screened S&P Small-Cap ETF positions in Q4 2024 and 4 closed out, a net change of +12 holders.
- The largest iShares ESG Screened S&P Small-Cap ETF buyer in Q4 2024 was Biltmore Family Office, an estimated $686K added.
- The largest iShares ESG Screened S&P Small-Cap ETF seller in Q4 2024 was Balanced Rock Investment Advisors, an estimated $493K sold.
Based on aggregated 13F filings for Q4 2024.