iShares ESG Screened S&P Small-Cap ETF
XJR
81 hedge funds and large institutions have $33.9M invested in iShares ESG Screened S&P Small-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 6 closing their positions.
8% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 25
1% less capital invested
Capital invested by funds: $34.1M → $33.9M (-$221K)
1.98% less ownership
Funds ownership: 34.46% → 32.48% (-2%)
4% less funds holding
Funds holding: 84 → 81 (-3)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$918K |
| 2 |
Jane Street
New York
|
+$323K |
| 3 |
HFA
Highland Financial Advisors
Wayne,
New Jersey
|
+$289K |
| 4 |
SC
Savant Capital
Rockford,
Illinois
|
+$280K |
| 5 |
NP
NorthRock Partners
Minneapolis,
Minnesota
|
+$202K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$2.26M |
| 2 |
VC
Veracity Capital
Atlanta,
Georgia
|
-$269K |
| 3 |
OL
Optas LLC
Austin,
Texas
|
-$260K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$127K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$115K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Fidelity Investments
Boston,
Massachusetts
| $4.01K | +$124 | +3 | +3% |
|
|
C
77
Covestor
London,
United Kingdom
| $4K | -$83 | -2 | -2% |
|
78
Royal Bank of Canada
Toronto,
Ontario, Canada
| $4K | – | – | – |
|
|
SWM
79
Spire Wealth Management
Mclean,
Virginia
| $1.66K | – | – | – |
|
|
MEG
80
Millstone Evans Group
Boulder,
Colorado
| $979 | +$954 | +23 | New |
|
|
81
UBS Group
Zurich,
Switzerland
| $85 | -$115K | -2,762 | -100% |
|
|
82
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$2.26M | -57,103 | Closed |
|
|
VC
83
Veracity Capital
Atlanta,
Georgia
| – | -$269K | -6,803 | Closed |
|
|
OL
84
Optas LLC
Austin,
Texas
| – | -$260K | -6,580 | Closed |
|
|
WTFG
85
Wood Tarver Financial Group
Boise,
Idaho
| – | -$89K | -2,266 | Closed |
|
|
HI
86
Harbour Investments
Madison,
Wisconsin
| – | -$21.3K | -538 | Closed |
|
|
AAP
87
Arax Advisory Partners
Denver,
Colorado
| – | -$10.2K | -257 | Closed |
|
XJR Hedge Fund Activity: Q3 2025 in Review
81 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P Small-Cap ETF (XJR) for Q3 2025, worth a combined $33.9M — down 0.65% from $34.1M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of XJR and 5 opened new positions — a net loss of 1 holder — while 25 trimmed existing stakes and 27 added.
The largest buyer was LPL Financial, adding an estimated $918K. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $2.26M sold.
- 81 institutional investors held iShares ESG Screened S&P Small-Cap ETF (XJR) as of Q3 2025, down from 84 in Q2 2025.
- Funds reported $33.9M of iShares ESG Screened S&P Small-Cap ETF stock for Q3 2025, down 0.65% quarter-over-quarter.
- 5 funds opened new iShares ESG Screened S&P Small-Cap ETF positions in Q3 2025 and 6 closed out, a net change of -1 holder.
- The largest iShares ESG Screened S&P Small-Cap ETF buyer in Q3 2025 was LPL Financial, an estimated $918K added.
- The largest iShares ESG Screened S&P Small-Cap ETF seller in Q3 2025 was Thrivent Financial for Lutherans, an estimated $2.26M sold.
Based on aggregated 13F filings for Q3 2025.