iShares ESG Screened S&P Small-Cap ETF
XJR
4 hedge funds and large institutions have $5.65M invested in iShares ESG Screened S&P Small-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, 2 reducing their positions, and closing their positions.
100% more funds holding
Funds holding: 2 → 4 (+2)
11% more capital invested
Capital invested by funds: $5.11M → $5.65M (+$541K)
15.03% less ownership
Funds ownership: 100% → 84.97% (-15%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCS
Retirement Capital Strategies
San Jose,
California
|
+$457K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$43.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$950K |
| 2 |
BlackRock
New York
|
-$448K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
BlackRock
New York
| $4.49M | -$448K | -15,000 | -10% |
|
|
2
Jane Street
New York
| $603K | -$950K | -31,842 | -64% |
|
|
RCS
3
Retirement Capital Strategies
San Jose,
California
| $509K | +$457K | +15,326 | New |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $49K | +$43.7K | +1,464 | New |
|
XJR Hedge Fund Activity: Q4 2020 in Review
4 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P Small-Cap ETF (XJR) for Q4 2020, worth a combined $5.65M — up 11% from $5.11M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new XJR positions and 0 closed out — a net gain of 2 holders — while 0 added to existing stakes and 2 trimmed.
The largest buyer was Retirement Capital Strategies, opening a new position worth an estimated $457K. The largest seller was Jane Street, cutting an estimated $950K.
- 4 institutional investors held iShares ESG Screened S&P Small-Cap ETF (XJR) as of Q4 2020, up from 2 in Q3 2020.
- Funds reported $5.65M of iShares ESG Screened S&P Small-Cap ETF stock for Q4 2020, up 11% quarter-over-quarter.
- 2 funds opened new iShares ESG Screened S&P Small-Cap ETF positions in Q4 2020 and 0 closed out, a net change of +2 holders.
- The largest iShares ESG Screened S&P Small-Cap ETF buyer in Q4 2020 was Retirement Capital Strategies, an estimated $457K added.
- The largest iShares ESG Screened S&P Small-Cap ETF seller in Q4 2020 was Jane Street, an estimated $950K sold.
Based on aggregated 13F filings for Q4 2020.