iShares ESG Screened S&P Small-Cap ETF
XJR
38 hedge funds and large institutions have $13.4M invested in iShares ESG Screened S&P Small-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
88% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 8
87% more capital inflows, than outflows
Capital inflows: $3.18M | Capital outflows: $1.7M
6% more funds holding
Funds holding: 36 → 38 (+2)
0.37% more ownership
Funds ownership: 25.98% → 26.36% (+0.37%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.91M |
| 2 |
Retirement Capital Strategies
San Jose,
California
|
+$729K |
| 3 |
Armbruster Capital Management
Pittsford,
New York
|
+$196K |
| 4 |
Cetera Advisors
Denver,
Colorado
|
+$80.7K |
| 5 |
Montrusco Bolton Investments
Montreal,
Quebec, Canada
|
+$66.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Merriman Wealth Management
Seattle,
Washington
|
-$709K |
| 2 |
BSW Wealth Partners
Boulder,
Colorado
|
-$445K |
| 3 |
Optas LLC
Austin,
Texas
|
-$224K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$163K |
| 5 |
Harbour Investments
Madison,
Wisconsin
|
-$61K |
XJR Hedge Fund Activity: Q2 2023 in Review
38 of the 6,389 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P Small-Cap ETF (XJR) for Q2 2023, worth a combined $13.4M — up 17% from $11.5M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new XJR positions and 2 closed out — a net gain of 2 holders — while 15 added to existing stakes and 8 trimmed.
The largest buyer was Jane Street, adding an estimated $1.91M. The largest seller was Merriman Wealth Management, cutting an estimated $709K.
- 38 institutional investors held iShares ESG Screened S&P Small-Cap ETF (XJR) as of Q2 2023, up from 36 in Q1 2023.
- Funds reported $13.4M of iShares ESG Screened S&P Small-Cap ETF stock for Q2 2023, up 17% quarter-over-quarter.
- 4 funds opened new iShares ESG Screened S&P Small-Cap ETF positions in Q2 2023 and 2 closed out, a net change of +2 holders.
- The largest iShares ESG Screened S&P Small-Cap ETF buyer in Q2 2023 was Jane Street, an estimated $1.91M added.
- The largest iShares ESG Screened S&P Small-Cap ETF seller in Q2 2023 was Merriman Wealth Management, an estimated $709K sold.
Based on aggregated 13F filings for Q2 2023.