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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
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
1
Jane Street
New York
$2.52M +$1.6M +46,778 +132%
MWM
2
Merriman Wealth Management
Washington
$2.05M +$2.28M +66,762 New
Franklin Resources
3
Franklin Resources
California
$1.28M – – –
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$941K +$47.1K +1,379 +5%
APP
5
Avantax Planning Partners
Iowa
$562K +$137K +4,025 +28%
CA
6
Cetera Advisors
Colorado
$533K +$9.9K +290 +2%
BFO
7
Biltmore Family Office
North Carolina
$519K – – –
APW
8
Atlantic Private Wealth
North Carolina
$452K – – –
Goldman Sachs
9
Goldman Sachs
New York
$349K – – –
JFA
10
JNBA Financial Advisors
Minnesota
$295K +$54.8K +1,605 +20%
UBS Group
11
UBS Group
Switzerland
$258K +$287K +8,400 New
CGL
12
Clarius Group LLC
Washington
$224K +$18K +527 +8%
BMD
13
Better Money Decisions
New Mexico
$202K +$67.3K +1,971 +43%
AIA
14
Armor Investment Advisors
North Carolina
$57K – – –
AF
15
Advisornet Financial
Minnesota
$50K +$4.44K +130 +9%
PC
16
Pecaut & Co
Iowa
$45K -$20.7K -607 -29%
Osaic Holdings
17
Osaic Holdings
Arizona
$18K -$79.6K -2,334 -80%
IA
18
IFP Advisors
Florida
$17K +$20.3K +594 +958%
APA
19
American Portfolios Advisors
New York
$12.8K -$11.3K -332 -44%
GIA
20
GHP Investment Advisors
Colorado
$12K – – –
TIM
21
Tortoise Investment Management
New York
$9K +$10.2K +300 New
EIP
22
Ellis Investment Partners
Pennsylvania
$1K – – –
FWM
23
Focused Wealth Management
New York
$1K +$956 +28 New
ST
24
Smithfield Trust
Pennsylvania
$1K +$1.06K +31 New

XJR Hedge Fund Activity: Q3 2022 in Review

24 of the 5,806 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.