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iShares ESG Screened S&P Small-Cap ETF
XJR

24 hedge funds and large institutions have $10.4M invested in iShares ESG Screened S&P Small-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

53% more capital invested

Capital invested by funds: $6.81M → $10.4M (+$3.6M)

26% more funds holding

Funds holding: 19 → 24 (+5)

25.91% more ownership

Funds ownership: 42.01% → 67.92% (+26%)

Holders
24
Holders Change
+5
Holders Change %
+26.32%
% of All Funds
0.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
9
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MWM
Merriman Wealth Management
Washington
+$2.28M
2
Jane Street
Jane Street
New York
+$1.6M
3
UBS Group
UBS Group
Switzerland
+$287K
4
APP
Avantax Planning Partners
Iowa
+$137K
5
BMD
Better Money Decisions
New Mexico
+$67.3K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$79.6K
2
PC
Pecaut & Co
Iowa
-$20.7K
3
APA
American Portfolios Advisors
New York
-$11.3K

XJR Hedge Fund Activity: Q3 2022 in Review

24 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P Small-Cap ETF (XJR) for Q3 2022, worth a combined $10.4M — up 53% from $6.81M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new XJR positions and 0 closed out — a net gain of 5 holders — while 9 added to existing stakes and 3 trimmed.

The largest buyer was Merriman Wealth Management, opening a new position worth an estimated $2.28M. The largest seller was Osaic Holdings, cutting an estimated $79.6K.

  • 24 institutional investors held iShares ESG Screened S&P Small-Cap ETF (XJR) as of Q3 2022, up from 19 in Q2 2022.
  • Funds reported $10.4M of iShares ESG Screened S&P Small-Cap ETF stock for Q3 2022, up 53% quarter-over-quarter.
  • 5 funds opened new iShares ESG Screened S&P Small-Cap ETF positions in Q3 2022 and 0 closed out, a net change of +5 holders.
  • The largest iShares ESG Screened S&P Small-Cap ETF buyer in Q3 2022 was Merriman Wealth Management, an estimated $2.28M added.
  • The largest iShares ESG Screened S&P Small-Cap ETF seller in Q3 2022 was Osaic Holdings, an estimated $79.6K sold.

Based on aggregated 13F filings for Q3 2022.