XJR icon

iShares ESG Screened S&P Small-Cap ETF

42 hedge funds and large institutions have $10.9M invested in iShares ESG Screened S&P Small-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
42
Holders Change
+4
Holders Change %
+10.53%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
14
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Jane Street
1
Jane Street
New York
$1.53M -$1.22M -36,900 -44%
Franklin Resources
2
Franklin Resources
California
$1.06M +$349K +10,565 +49%
MWM
3
Merriman Wealth Management
Washington
$791K +$59.6K +1,797 +8%
BFO
4
Biltmore Family Office
North Carolina
$622K
APP
5
Avantax Planning Partners
Iowa
$606K
MBI
6
Montrusco Bolton Investments
Quebec, Canada
$603K +$86.8K +2,626 +17%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$551K +$18.1K +548 +3%
CA
8
Cetera Advisors
Colorado
$538K -$1.85K -56 -0.3%
APW
9
Atlantic Private Wealth
North Carolina
$527K
BMD
10
Better Money Decisions
New Mexico
$505K +$84.9K +2,567 +20%
OL
11
Optas LLC
Texas
$448K +$145K +4,381 +48%
JFA
12
JNBA Financial Advisors
Minnesota
$412K -$5.55K -168 -1%
Goldman Sachs
13
Goldman Sachs
New York
$376K
MA
14
MONECO Advisors
Connecticut
$353K +$75.6K +2,288 +27%
DADC
15
D.A. Davidson & Co
Montana
$317K +$31.7K +959 +11%
HCA
16
Heck Capital Advisors
Wisconsin
$240K +$14.8K +447 +7%
JPMPWA
17
J.P. Morgan Private Wealth Advisors
California
$239K -$727 -22 -0.3%
VC
18
Veracity Capital
Georgia
$224K
LPL Financial
19
LPL Financial
California
$201K +$201K +6,089 New
WP
20
WealthShield Partners
North Carolina
$148K +$120K +3,631 +443%
AIA
21
Armor Investment Advisors
North Carolina
$92K -$6.61K -200 -7%
AF
22
Advisornet Financial
Minnesota
$79.5K +$8.89K +269 +13%
MA
23
MCF Advisors
Kentucky
$75.4K
MIA
24
Milestone Investment Advisors
Wisconsin
$71.7K
William Blair & Company
25
William Blair & Company
Illinois
$45K +$23.4K +709 +109%