iShares ESG Screened S&P Small-Cap ETF
XJR
80 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, 23 increasing their positions, 18 reducing their positions, and 5 closing their positions.
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
28% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 18
7% more funds holding
Funds holding: 75 → 80 (+5)
0.94% less ownership
Funds ownership: 32.45% → 31.51% (-0.94%)
1% less capital invested
Capital invested by funds: $30.1M → $29.6M (-$432K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$2.16M |
| 2 |
HFA
Highland Financial Advisors
Wayne,
New Jersey
|
+$1.21M |
| 3 |
Lido Advisors
Los Angeles,
California
|
+$686K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$663K |
| 5 |
Jane Street
New York
|
+$614K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KFGK
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
-$1.1M |
| 2 |
HCM
Howland Capital Management
Boston,
Massachusetts
|
-$559K |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$220K |
| 4 |
NC
Napatree Capital
Westerly,
Rhode Island
|
-$211K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$192K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WT
76
Whittier Trust
South Pasadena,
California
| $5.42K | – | – | – |
|
77
Royal Bank of Canada
Toronto,
Ontario, Canada
| $4K | +$1.21K | +30 | +35% |
|
|
SWM
78
Spire Wealth Management
Mclean,
Virginia
| $1.47K | – | – | – |
|
|
C
79
Covestor
London,
United Kingdom
| $1K | +$40 | +1 | +4% |
|
80
AssetMark Inc
Concord,
California
| $640 | +$687 | +17 | New |
|
|
HCM
81
Howland Capital Management
Boston,
Massachusetts
| – | -$559K | -13,600 | Closed |
|
|
KFGK
82
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| – | -$1.1M | -9,504 | Closed |
|
|
SWP
83
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$220K | -5,345 | Closed |
|
|
NC
84
Napatree Capital
Westerly,
Rhode Island
| – | -$211K | -5,139 | Closed |
|
|
VHAM
85
Van Hulzen Asset Management
El Dorado Hills,
California
| – | -$5.22K | -127 | Closed |
|
XJR Hedge Fund Activity: Q1 2025 in Review
80 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P Small-Cap ETF (XJR) for Q1 2025, worth a combined $29.6M — down 1.4% from $30.1M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new XJR positions and 5 closed out — a net gain of 8 holders — while 23 added to existing stakes and 18 trimmed.
The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $2.16M. The largest seller was Keystone Financial Group (Kentucky), exiting entirely with an estimated $1.1M sold.
- 80 institutional investors held iShares ESG Screened S&P Small-Cap ETF (XJR) as of Q1 2025, up from 75 in Q4 2024.
- Funds reported $29.6M of iShares ESG Screened S&P Small-Cap ETF stock for Q1 2025, down 1.4% quarter-over-quarter.
- 13 funds opened new iShares ESG Screened S&P Small-Cap ETF positions in Q1 2025 and 5 closed out, a net change of +8 holders.
- The largest iShares ESG Screened S&P Small-Cap ETF buyer in Q1 2025 was Focus Partners Wealth, an estimated $2.16M added.
- The largest iShares ESG Screened S&P Small-Cap ETF seller in Q1 2025 was Keystone Financial Group (Kentucky), an estimated $1.1M sold.
Based on aggregated 13F filings for Q1 2025.