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iShares ESG Screened S&P Small-Cap ETF
XJR

17 hedge funds and large institutions have $4.76M invested in iShares ESG Screened S&P Small-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

42% more funds holding

Funds holding: 12 → 17 (+5)

30% more capital invested

Capital invested by funds: $3.67M → $4.76M (+$1.1M)

7.12% more ownership

Funds ownership: 18.03% → 25.16% (+7.1%)

Holders
17
Holders Change
+5
Holders Change %
+41.67%
% of All Funds
0.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
7
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
APP
Avantax Planning Partners
Iowa
+$574K
2
EGWAG
Elwood & Goetz Wealth Advisory Group
Georgia
+$339K
3
CA
Cetera Advisors
Colorado
+$121K
4
Franklin Resources
Franklin Resources
California
+$79.1K
5
BFO
Biltmore Family Office
North Carolina
+$74.9K

Top Sellers

Rank Fund Capital Flow
1
SFM
Signet Financial Management
New Jersey
-$5K
Name Holding Trade Value Shares
Change 		Change in
Stake
Franklin Resources
1
Franklin Resources
California
$1.58M +$79.1K +2,080 +5%
APP
2
Avantax Planning Partners
Iowa
$572K +$574K +15,094 New
CA
3
Cetera Advisors
Colorado
$524K +$121K +3,178 +30%
BFO
4
Biltmore Family Office
North Carolina
$453K +$74.9K +1,970 +20%
Goldman Sachs
5
Goldman Sachs
New York
$431K – – –
EGWAG
6
Elwood & Goetz Wealth Advisory Group
Georgia
$338K +$339K +8,921 New
APW
7
Atlantic Private Wealth
North Carolina
$324K – – –
JFA
8
JNBA Financial Advisors
Minnesota
$174K +$56.8K +1,494 +48%
Osaic Holdings
9
Osaic Holdings
Arizona
$110K +$11.9K +313 +12%
PC
10
Pecaut & Co
Iowa
$81K +$9.55K +251 +13%
AIA
11
Armor Investment Advisors
North Carolina
$72K +$19.2K +504 +36%
AF
12
Advisornet Financial
Minnesota
$56K +$56.7K +1,490 New
APA
13
American Portfolios Advisors
New York
$27.9K – – –
GIA
14
GHP Investment Advisors
Colorado
$15K +$14.6K +383 New
EIP
15
Ellis Investment Partners
Pennsylvania
$2K – – –
IA
16
IFP Advisors
Florida
$2K +$2.36K +62 New
SFM
17
Signet Financial Management
New Jersey
– -$5K -131 Closed
Fidelity Investments
18
Fidelity Investments
Massachusetts
– +$38 +1 New

XJR Hedge Fund Activity: Q1 2022 in Review

17 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P Small-Cap ETF (XJR) for Q1 2022, worth a combined $4.76M — up 30% from $3.67M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new XJR positions and 1 closed out — a net gain of 5 holders — while 7 added to existing stakes and 0 trimmed.

The largest buyer was Avantax Planning Partners, opening a new position worth an estimated $574K. The largest seller was Signet Financial Management, exiting entirely with an estimated $5K sold.

  • 17 institutional investors held iShares ESG Screened S&P Small-Cap ETF (XJR) as of Q1 2022, up from 12 in Q4 2021.
  • Funds reported $4.76M of iShares ESG Screened S&P Small-Cap ETF stock for Q1 2022, up 30% quarter-over-quarter.
  • 6 funds opened new iShares ESG Screened S&P Small-Cap ETF positions in Q1 2022 and 1 closed out, a net change of +5 holders.
  • The largest iShares ESG Screened S&P Small-Cap ETF buyer in Q1 2022 was Avantax Planning Partners, an estimated $574K added.
  • The largest iShares ESG Screened S&P Small-Cap ETF seller in Q1 2022 was Signet Financial Management, an estimated $5K sold.

Based on aggregated 13F filings for Q1 2022.