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iShares ESG Screened S&P Small-Cap ETF
XJR

12 hedge funds and large institutions have $3.67M invested in iShares ESG Screened S&P Small-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 0 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 12 → 12 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

16.13% less ownership

Funds ownership: 34.17% → 18.03% (-16%)

30% less capital invested

Capital invested by funds: $5.26M → $3.67M (-$1.59M)

Holders
12
Holders Change
–
Holders Change %
0%
% of All Funds
0.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
6
Reduced
–
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Cetera Advisors
Colorado
+$136K
2
Franklin Resources
Franklin Resources
California
+$119K
3
PC
Pecaut & Co
Iowa
+$76.2K
4
JFA
JNBA Financial Advisors
Minnesota
+$43.3K
5
Osaic Holdings
Osaic Holdings
Arizona
+$11K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.93M
2
Jane Street
Jane Street
New York
-$578K
3
UBS Group
UBS Group
Switzerland
-$1K
Name Holding Trade Value Shares
Change 		Change in
Stake
Franklin Resources
1
Franklin Resources
California
$1.61M +$119K +2,945 +8%
Goldman Sachs
2
Goldman Sachs
New York
$463K – – –
CA
3
Cetera Advisors
Colorado
$433K +$136K +3,375 +46%
BFO
4
Biltmore Family Office
North Carolina
$407K – – –
APW
5
Atlantic Private Wealth
North Carolina
$348K +$345K +8,552 New
JFA
6
JNBA Financial Advisors
Minnesota
$126K +$43.3K +1,073 +53%
Osaic Holdings
7
Osaic Holdings
Arizona
$106K +$11K +272 +12%
PC
8
Pecaut & Co
Iowa
$77K +$76.2K +1,890 New
AIA
9
Armor Investment Advisors
North Carolina
$57K +$10.2K +253 +22%
APA
10
American Portfolios Advisors
New York
$30K +$2.42K +60 +9%
SFM
11
Signet Financial Management
New Jersey
$5K +$5.28K +131 New
EIP
12
Ellis Investment Partners
Pennsylvania
$2K – – –
Morgan Stanley
13
Morgan Stanley
New York
– -$1.93M -50,000 Closed
Jane Street
14
Jane Street
New York
– -$578K -15,017 Closed
UBS Group
15
UBS Group
Switzerland
– -$1K -38 Closed

XJR Hedge Fund Activity: Q4 2021 in Review

12 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P Small-Cap ETF (XJR) for Q4 2021, worth a combined $3.67M — down 30% from $5.26M a quarter earlier.

Fund positioning in XJR was balanced in Q4 2021: 3 funds opened new positions, 3 closed out, 6 added to existing stakes and 0 trimmed.

The largest buyer was Cetera Advisors, adding an estimated $136K. The largest seller was Morgan Stanley, exiting entirely with an estimated $1.93M sold.

  • 12 institutional investors held iShares ESG Screened S&P Small-Cap ETF (XJR) as of Q4 2021, unchanged from Q3 2021.
  • Funds reported $3.67M of iShares ESG Screened S&P Small-Cap ETF stock for Q4 2021, down 30% quarter-over-quarter.
  • 3 funds opened new iShares ESG Screened S&P Small-Cap ETF positions in Q4 2021 and 3 closed out, a net change of 0 holders.
  • The largest iShares ESG Screened S&P Small-Cap ETF buyer in Q4 2021 was Cetera Advisors, an estimated $136K added.
  • The largest iShares ESG Screened S&P Small-Cap ETF seller in Q4 2021 was Morgan Stanley, an estimated $1.93M sold.

Based on aggregated 13F filings for Q4 2021.