iShares ESG Screened S&P Small-Cap ETF
XJR
12 hedge funds and large institutions have $5.26M invested in iShares ESG Screened S&P Small-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
50% more funds holding
Funds holding: 8 → 12 (+4)
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
49% more capital invested
Capital invested by funds: $3.52M → $5.26M (+$1.74M)
4.7% more ownership
Funds ownership: 29.46% → 34.17% (+4.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.95M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$487K |
| 3 |
BFO
Biltmore Family Office
Charlotte,
North Carolina
|
+$390K |
| 4 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
+$57.1K |
| 5 |
AIA
Armor Investment Advisors
Raleigh,
North Carolina
|
+$44.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$737K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$335K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$975 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $1.93M | +$1.95M | +50,000 | New |
|
|
2
Franklin Resources
San Mateo,
California
| $1.41M | +$487K | +12,497 | +52% |
|
|
3
Jane Street
New York
| $578K | -$737K | -18,899 | -56% |
|
4
Goldman Sachs
New York
| $438K | – | – | – |
|
|
BFO
5
Biltmore Family Office
Charlotte,
North Carolina
| $385K | +$390K | +10,000 | New |
|
|
CA
6
Cetera Advisors
Denver,
Colorado
| $280K | – | – | – |
|
|
7
Osaic Holdings
Scottsdale,
Arizona
| $90K | -$975 | -25 | -1% |
|
|
JFA
8
JNBA Financial Advisors
Bloomington,
Minnesota
| $78K | +$57.1K | +1,463 | +265% |
|
|
AIA
9
Armor Investment Advisors
Raleigh,
North Carolina
| $44K | +$44.3K | +1,136 | New |
|
|
APA
10
American Portfolios Advisors
Holbrook,
New York
| $26.1K | +$16.7K | +427 | +171% |
|
|
EIP
11
Ellis Investment Partners
Berwyn,
Pennsylvania
| $2K | +$2.07K | +53 | New |
|
12
UBS Group
Zurich,
Switzerland
| $1K | +$1.48K | +38 | New |
|
|
13
Citadel Advisors
Miami,
Florida
| – | -$335K | -8,409 | Closed |
|
XJR Hedge Fund Activity: Q3 2021 in Review
12 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P Small-Cap ETF (XJR) for Q3 2021, worth a combined $5.26M — up 49% from $3.52M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new XJR positions and 1 closed out — a net gain of 4 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Morgan Stanley, opening a new position worth an estimated $1.95M. The largest seller was Jane Street, cutting an estimated $737K.
- 12 institutional investors held iShares ESG Screened S&P Small-Cap ETF (XJR) as of Q3 2021, up from 8 in Q2 2021.
- Funds reported $5.26M of iShares ESG Screened S&P Small-Cap ETF stock for Q3 2021, up 49% quarter-over-quarter.
- 5 funds opened new iShares ESG Screened S&P Small-Cap ETF positions in Q3 2021 and 1 closed out, a net change of +4 holders.
- The largest iShares ESG Screened S&P Small-Cap ETF buyer in Q3 2021 was Morgan Stanley, an estimated $1.95M added.
- The largest iShares ESG Screened S&P Small-Cap ETF seller in Q3 2021 was Jane Street, an estimated $737K sold.
Based on aggregated 13F filings for Q3 2021.