iShares ESG Screened S&P Small-Cap ETF
XJR
19 hedge funds and large institutions have $6.81M invested in iShares ESG Screened S&P Small-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
100% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 3
43% more capital invested
Capital invested by funds: $4.76M → $6.81M (+$2.04M)
16.85% more ownership
Funds ownership: 25.16% → 42.01% (+17%)
12% more funds holding
Funds holding: 17 → 19 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.23M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.02M |
| 3 |
CGL
Clarius Group LLC
Seattle,
Washington
|
+$235K |
| 4 |
APW
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
+$215K |
| 5 |
BFO
Biltmore Family Office
Charlotte,
North Carolina
|
+$172K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EGWAG
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
-$338K |
| 2 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
-$27.6K |
| 3 |
PC
Pecaut & Co
Sioux City,
Iowa
|
-$2.05K |
| 4 |
AIA
Armor Investment Advisors
Raleigh,
North Carolina
|
-$730 |
XJR Hedge Fund Activity: Q2 2022 in Review
19 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P Small-Cap ETF (XJR) for Q2 2022, worth a combined $6.81M — up 43% from $4.76M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new XJR positions and 2 closed out — a net gain of 2 holders — while 6 added to existing stakes and 3 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $1.23M. The largest seller was Elwood & Goetz Wealth Advisory Group, exiting entirely with an estimated $338K sold.
- 19 institutional investors held iShares ESG Screened S&P Small-Cap ETF (XJR) as of Q2 2022, up from 17 in Q1 2022.
- Funds reported $6.81M of iShares ESG Screened S&P Small-Cap ETF stock for Q2 2022, up 43% quarter-over-quarter.
- 4 funds opened new iShares ESG Screened S&P Small-Cap ETF positions in Q2 2022 and 2 closed out, a net change of +2 holders.
- The largest iShares ESG Screened S&P Small-Cap ETF buyer in Q2 2022 was Jane Street, an estimated $1.23M added.
- The largest iShares ESG Screened S&P Small-Cap ETF seller in Q2 2022 was Elwood & Goetz Wealth Advisory Group, an estimated $338K sold.
Based on aggregated 13F filings for Q2 2022.