iShares ESG Screened S&P Small-Cap ETF
XJR
XJR
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
–
Top Buyers
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$2.01M |
| 2 |
HFA
Highland Financial Advisors
Wayne,
New Jersey
|
+$1.13M |
| 3 |
Lido Advisors
Los Angeles,
California
|
+$639K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$617K |
| 5 |
Jane Street
New York
|
+$572K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
76
Royal Bank of Canada
Toronto,
Ontario, Canada
| $4K | +$1.03K | +30 | +35% |
|
|
SWM
77
Spire Wealth Management
Mclean,
Virginia
| $1.47K | – | – | – |
|
|
C
78
Covestor
London,
United Kingdom
| $1K | +$40 | +1 | +4% |
|
79
AssetMark Inc
Concord,
California
| $640 | +$640 | +17 | New |
|
|
HCM
80
Howland Capital Management
Boston,
Massachusetts
| – | -$559K | -13,600 | Closed |
|
|
KFGK
81
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| – | -$1.1M | -9,504 | Closed |
|
|
SWP
82
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$220K | -5,345 | Closed |
|
|
NC
83
Napatree Capital
Westerly,
Rhode Island
| – | -$211K | -5,139 | Closed |
|
|
VHAM
84
Van Hulzen Asset Management
El Dorado Hills,
California
| – | -$5.22K | -127 | Closed |
|