iShares ESG Screened S&P Small-Cap ETF
XJR
8 hedge funds and large institutions have $3.52M invested in iShares ESG Screened S&P Small-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
60% more funds holding
Funds holding: 5 → 8 (+3)
9% more capital invested
Capital invested by funds: $3.23M → $3.52M (+$297K)
3.77% less ownership
Funds ownership: 33.23% → 29.46% (-3.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.35M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$963K |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
+$45.7K |
| 4 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
+$22K |
| 5 |
APA
American Portfolios Advisors
Holbrook,
New York
|
+$9.94K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$2.14M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $1.35M | +$1.35M | +33,916 | New |
|
|
2
Franklin Resources
San Mateo,
California
| $967K | +$963K | +24,243 | New |
|
3
Goldman Sachs
New York
| $454K | – | – | – |
|
4
Citadel Advisors
Miami,
Florida
| $335K | +$7.87K | +198 | +2% |
|
|
CA
5
Cetera Advisors
Denver,
Colorado
| $290K | +$45.7K | +1,150 | +19% |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $94K | – | – | – |
|
|
JFA
7
JNBA Financial Advisors
Bloomington,
Minnesota
| $22K | +$22K | +553 | New |
|
|
APA
8
American Portfolios Advisors
Holbrook,
New York
| $9.97K | +$9.94K | +250 | New |
|
|
9
BlackRock
New York
| – | -$2.14M | -55,000 | Closed |
|
XJR Hedge Fund Activity: Q2 2021 in Review
8 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P Small-Cap ETF (XJR) for Q2 2021, worth a combined $3.52M — up 9.2% from $3.23M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new XJR positions and 1 closed out — a net gain of 3 holders — while 2 added to existing stakes and 0 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $1.35M. The largest seller was BlackRock, exiting entirely with an estimated $2.14M sold.
- 8 institutional investors held iShares ESG Screened S&P Small-Cap ETF (XJR) as of Q2 2021, up from 5 in Q1 2021.
- Funds reported $3.52M of iShares ESG Screened S&P Small-Cap ETF stock for Q2 2021, up 9.2% quarter-over-quarter.
- 4 funds opened new iShares ESG Screened S&P Small-Cap ETF positions in Q2 2021 and 1 closed out, a net change of +3 holders.
- The largest iShares ESG Screened S&P Small-Cap ETF buyer in Q2 2021 was Jane Street, an estimated $1.35M added.
- The largest iShares ESG Screened S&P Small-Cap ETF seller in Q2 2021 was BlackRock, an estimated $2.14M sold.
Based on aggregated 13F filings for Q2 2021.