XJR icon

iShares ESG Screened S&P Small-Cap ETF

79 hedge funds and large institutions have $29.6M 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, 22 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+5
Holders Change %
+6.76%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
22
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
B
1
Bailard
California
$2.62M +$378K +10,040 +17%
Franklin Resources
2
Franklin Resources
California
$2.21M -$32.2K -855 -1%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$2.01M +$2.01M +53,409 New
BMD
4
Better Money Decisions
New Mexico
$1.24M +$151K +4,026 +14%
BFO
5
Biltmore Family Office
North Carolina
$1.2M
HFA
6
Highland Financial Advisors
New Jersey
$1.13M +$1.13M +29,969 New
LPL Financial
7
LPL Financial
California
$1.1M -$142K -3,787 -11%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.06M -$179K -4,747 -14%
BRIA
9
Balanced Rock Investment Advisors
Massachusetts
$992K -$29K -771 -3%
JFA
10
JNBA Financial Advisors
Minnesota
$821K -$127K -3,376 -13%
NA
11
NewEdge Advisors
Louisiana
$728K +$617K +16,399 +557%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$692K -$18.5K -491 -3%
Lido Advisors
13
Lido Advisors
California
$639K +$639K +16,987 New
APW
14
Atlantic Private Wealth
North Carolina
$606K
Raymond James Financial
15
Raymond James Financial
Florida
$588K -$4.33K -115 -0.7%
MFG
16
Magnus Financial Group
New York
$576K +$18.8K +500 +3%
Jane Street
17
Jane Street
New York
$572K +$572K +15,196 New
Mariner
18
Mariner
Kansas
$530K +$677 +18 +0.1%
SAG
19
SageView Advisory Group
California
$520K +$520K +13,817 New
WCF
20
West Coast Financial
California
$491K
CFGA
21
Cambridge Financial Group (Arizona)
Arizona
$457K
HL
22
HeadInvest LLC
Maine
$452K +$37.6K +1,000 +9%
PFA
23
Pathway Financial Advisors
Vermont
$450K +$13.3K +353 +3%
DADC
24
D.A. Davidson & Co
Montana
$434K -$29.8K -793 -6%
Goldman Sachs
25
Goldman Sachs
New York
$428K