iShares ESG Screened S&P Small-Cap ETF
XJR
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.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
56% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 9
11% more funds holding
Funds holding: 38 → 42 (+4)
4.29% less ownership
Funds ownership: 26.36% → 22.07% (-4.3%)
18% less capital invested
Capital invested by funds: $13.4M → $10.9M (-$2.43M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$371K |
| 2 |
LPL Financial
San Diego,
California
|
+$214K |
| 3 |
OL
Optas LLC
Austin,
Texas
|
+$154K |
| 4 |
WP
WealthShield Partners
Cary,
North Carolina
|
+$127K |
| 5 |
MBI
Montrusco Bolton Investments
Montreal,
Quebec, Canada
|
+$92.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.3M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$884K |
| 3 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$764K |
| 4 |
ACM
Armbruster Capital Management
Pittsford,
New York
|
-$206K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$13.9K |
XJR Hedge Fund Activity: Q3 2023 in Review
42 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P Small-Cap ETF (XJR) for Q3 2023, worth a combined $10.9M — down 18% from $13.4M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new XJR positions and 3 closed out — a net gain of 4 holders — while 14 added to existing stakes and 9 trimmed.
The largest buyer was Franklin Resources, adding an estimated $371K. The largest seller was Jane Street, cutting an estimated $1.3M.
- 42 institutional investors held iShares ESG Screened S&P Small-Cap ETF (XJR) as of Q3 2023, up from 38 in Q2 2023.
- Funds reported $10.9M of iShares ESG Screened S&P Small-Cap ETF stock for Q3 2023, down 18% quarter-over-quarter.
- 7 funds opened new iShares ESG Screened S&P Small-Cap ETF positions in Q3 2023 and 3 closed out, a net change of +4 holders.
- The largest iShares ESG Screened S&P Small-Cap ETF buyer in Q3 2023 was Franklin Resources, an estimated $371K added.
- The largest iShares ESG Screened S&P Small-Cap ETF seller in Q3 2023 was Jane Street, an estimated $1.3M sold.
Based on aggregated 13F filings for Q3 2023.