iShares ESG Screened S&P Small-Cap ETF
XJR
47 hedge funds and large institutions have $17.5M invested in iShares ESG Screened S&P Small-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 5 closing their positions.
120% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 5
70% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 10
60% more capital invested
Capital invested by funds: $10.9M → $17.5M (+$6.57M)
12% more funds holding
Funds holding: 42 → 47 (+5)
5.69% more ownership
Funds ownership: 22.07% → 27.76% (+5.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
B
Bailard
Foster City,
California
|
+$1.08M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$598K |
| 3 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$570K |
| 4 |
Franklin Resources
San Mateo,
California
|
+$484K |
| 5 |
LPL Financial
San Diego,
California
|
+$351K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$411K |
| 2 |
MA
MONECO Advisors
Fairfield,
Connecticut
|
-$353K |
| 3 |
OL
Optas LLC
Austin,
Texas
|
-$199K |
| 4 |
WP
WealthShield Partners
Cary,
North Carolina
|
-$148K |
| 5 |
BFO
Biltmore Family Office
Charlotte,
North Carolina
|
-$94.8K |
XJR Hedge Fund Activity: Q4 2023 in Review
47 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P Small-Cap ETF (XJR) for Q4 2023, worth a combined $17.5M — up 60% from $10.9M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new XJR positions and 5 closed out — a net gain of 6 holders — while 17 added to existing stakes and 10 trimmed.
The largest buyer was Bailard, opening a new position worth an estimated $1.08M. The largest seller was Jane Street, cutting an estimated $411K.
- 47 institutional investors held iShares ESG Screened S&P Small-Cap ETF (XJR) as of Q4 2023, up from 42 in Q3 2023.
- Funds reported $17.5M of iShares ESG Screened S&P Small-Cap ETF stock for Q4 2023, up 60% quarter-over-quarter.
- 11 funds opened new iShares ESG Screened S&P Small-Cap ETF positions in Q4 2023 and 5 closed out, a net change of +6 holders.
- The largest iShares ESG Screened S&P Small-Cap ETF buyer in Q4 2023 was Bailard, an estimated $1.08M added.
- The largest iShares ESG Screened S&P Small-Cap ETF seller in Q4 2023 was Jane Street, an estimated $411K sold.
Based on aggregated 13F filings for Q4 2023.