iShares ESG Screened S&P Small-Cap ETF
XJR
5 hedge funds and large institutions have $3.23M invested in iShares ESG Screened S&P Small-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
25% more funds holding
Funds holding: 4 → 5 (+1)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
43% less capital invested
Capital invested by funds: $5.65M → $3.23M (-$2.42M)
51.74% less ownership
Funds ownership: 84.97% → 33.23% (-52%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$427K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$308K |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
+$230K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$33.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$3M |
| 2 |
Jane Street
New York
|
-$603K |
| 3 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$509K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
BlackRock
New York
| $2.14M | -$3M | -80,000 | -59% |
|
|
2
Goldman Sachs
New York
| $442K | +$427K | +11,380 | New |
|
|
3
Citadel Advisors
Miami,
Florida
| $319K | +$308K | +8,211 | New |
|
|
CA
4
Cetera Advisors
Denver,
Colorado
| $238K | +$230K | +6,126 | New |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $92K | +$33.7K | +898 | +61% |
|
|
6
Jane Street
New York
| – | -$603K | -18,155 | Closed |
|
|
RCS
7
Retirement Capital Strategies
San Jose,
California
| – | -$509K | -15,326 | Closed |
|
XJR Hedge Fund Activity: Q1 2021 in Review
5 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P Small-Cap ETF (XJR) for Q1 2021, worth a combined $3.23M — down 43% from $5.65M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new XJR positions and 2 closed out — a net gain of 1 holder — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Goldman Sachs, opening a new position worth an estimated $427K. The largest seller was BlackRock, cutting an estimated $3M.
- 5 institutional investors held iShares ESG Screened S&P Small-Cap ETF (XJR) as of Q1 2021, up from 4 in Q4 2020.
- Funds reported $3.23M of iShares ESG Screened S&P Small-Cap ETF stock for Q1 2021, down 43% quarter-over-quarter.
- 3 funds opened new iShares ESG Screened S&P Small-Cap ETF positions in Q1 2021 and 2 closed out, a net change of +1 holder.
- The largest iShares ESG Screened S&P Small-Cap ETF buyer in Q1 2021 was Goldman Sachs, an estimated $427K added.
- The largest iShares ESG Screened S&P Small-Cap ETF seller in Q1 2021 was BlackRock, an estimated $3M sold.
Based on aggregated 13F filings for Q1 2021.