iShares ESG Screened S&P Small-Cap ETF
XJR
63 hedge funds and large institutions have $23.8M invested in iShares ESG Screened S&P Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 9 reducing their positions, and 5 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 9
180% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 5
15% more funds holding
Funds holding: 55 → 63 (+8)
8% more capital invested
Capital invested by funds: $22M → $23.8M (+$1.82M)
2.7% more ownership
Funds ownership: 29.51% → 32.21% (+2.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.03M |
| 2 |
LPL Financial
San Diego,
California
|
+$501K |
| 3 |
ADL
Asset Dedication LLC
San Francisco,
California
|
+$397K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$310K |
| 5 |
SFC
Sprinkle Financial Consultants
Littleton,
Colorado
|
+$273K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$678K |
| 2 |
PFA
Pathway Financial Advisors
South Burlington,
Vermont
|
-$386K |
| 3 |
HF
HRT Financial
New York
|
-$319K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$155K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$65K |
XJR Hedge Fund Activity: Q2 2024 in Review
63 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P Small-Cap ETF (XJR) for Q2 2024, worth a combined $23.8M — up 8.3% from $22M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new XJR positions and 5 closed out — a net gain of 9 holders — while 27 added to existing stakes and 9 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.03M. The largest seller was Jane Street, cutting an estimated $678K.
- 63 institutional investors held iShares ESG Screened S&P Small-Cap ETF (XJR) as of Q2 2024, up from 55 in Q1 2024.
- Funds reported $23.8M of iShares ESG Screened S&P Small-Cap ETF stock for Q2 2024, up 8.3% quarter-over-quarter.
- 14 funds opened new iShares ESG Screened S&P Small-Cap ETF positions in Q2 2024 and 5 closed out, a net change of +9 holders.
- The largest iShares ESG Screened S&P Small-Cap ETF buyer in Q2 2024 was Citadel Advisors, an estimated $1.03M added.
- The largest iShares ESG Screened S&P Small-Cap ETF seller in Q2 2024 was Jane Street, an estimated $678K sold.
Based on aggregated 13F filings for Q2 2024.