iShares ESG Screened S&P Small-Cap ETF
XJR
81 hedge funds and large institutions have $29.9M invested in iShares ESG Screened S&P Small-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 5 closing their positions.
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
21% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 19
7% more funds holding
Funds holding: 76 → 81 (+5)
2% less capital invested
Capital invested by funds: $30.7M → $29.9M (-$753K)
1.31% less ownership
Funds ownership: 33.13% → 31.82% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$2.16M |
| 2 |
HFA
Highland Financial Advisors
Wayne,
New Jersey
|
+$1.21M |
| 3 |
Lido Advisors
Los Angeles,
California
|
+$686K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$663K |
| 5 |
Jane Street
New York
|
+$614K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KFGK
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
-$1.1M |
| 2 |
HCM
Howland Capital Management
Boston,
Massachusetts
|
-$559K |
| 3 |
HCA
Heck Capital Advisors
Rhinelander,
Wisconsin
|
-$301K |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$220K |
| 5 |
NC
Napatree Capital
Westerly,
Rhode Island
|
-$211K |
XJR Hedge Fund Activity: Q1 2025 in Review
81 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P Small-Cap ETF (XJR) for Q1 2025, worth a combined $29.9M — down 2.5% from $30.7M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new XJR positions and 5 closed out — a net gain of 8 holders — while 23 added to existing stakes and 19 trimmed.
The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $2.16M. The largest seller was Keystone Financial Group (Kentucky), exiting entirely with an estimated $1.1M sold.
- 81 institutional investors held iShares ESG Screened S&P Small-Cap ETF (XJR) as of Q1 2025, up from 76 in Q4 2024.
- Funds reported $29.9M of iShares ESG Screened S&P Small-Cap ETF stock for Q1 2025, down 2.5% quarter-over-quarter.
- 13 funds opened new iShares ESG Screened S&P Small-Cap ETF positions in Q1 2025 and 5 closed out, a net change of +8 holders.
- The largest iShares ESG Screened S&P Small-Cap ETF buyer in Q1 2025 was Focus Partners Wealth, an estimated $2.16M added.
- The largest iShares ESG Screened S&P Small-Cap ETF seller in Q1 2025 was Keystone Financial Group (Kentucky), an estimated $1.1M sold.
Based on aggregated 13F filings for Q1 2025.