iShares ESG Screened S&P Small-Cap ETF
XJR
65 hedge funds and large institutions have $26.5M invested in iShares ESG Screened S&P Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 6 closing their positions.
86% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 14
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
12% more capital invested
Capital invested by funds: $23.8M → $26.5M (+$2.74M)
3% more funds holding
Funds holding: 63 → 65 (+2)
0.48% less ownership
Funds ownership: 32.21% → 31.73% (-0.48%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$607K |
| 2 |
Mariner
Overland Park,
Kansas
|
+$567K |
| 3 |
HCM
Howland Capital Management
Boston,
Massachusetts
|
+$548K |
| 4 |
RCS
Retirement Capital Strategies
San Jose,
California
|
+$424K |
| 5 |
B
Bailard
Foster City,
California
|
+$386K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.21M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.02M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$725K |
| 4 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
-$664K |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$245K |
XJR Hedge Fund Activity: Q3 2024 in Review
65 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P Small-Cap ETF (XJR) for Q3 2024, worth a combined $26.5M — up 12% from $23.8M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new XJR positions and 6 closed out — a net gain of 2 holders — while 26 added to existing stakes and 14 trimmed.
The largest buyer was Merriman Wealth Management, adding an estimated $607K. The largest seller was Jane Street, exiting entirely with an estimated $1.21M sold.
- 65 institutional investors held iShares ESG Screened S&P Small-Cap ETF (XJR) as of Q3 2024, up from 63 in Q2 2024.
- Funds reported $26.5M of iShares ESG Screened S&P Small-Cap ETF stock for Q3 2024, up 12% quarter-over-quarter.
- 8 funds opened new iShares ESG Screened S&P Small-Cap ETF positions in Q3 2024 and 6 closed out, a net change of +2 holders.
- The largest iShares ESG Screened S&P Small-Cap ETF buyer in Q3 2024 was Merriman Wealth Management, an estimated $607K added.
- The largest iShares ESG Screened S&P Small-Cap ETF seller in Q3 2024 was Jane Street, an estimated $1.21M sold.
Based on aggregated 13F filings for Q3 2024.