iShares ESG Screened S&P Small-Cap ETF
XJR
85 hedge funds and large institutions have $34.3M invested in iShares ESG Screened S&P Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 25 reducing their positions, and 6 closing their positions.
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
24% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 25
15% more capital invested
Capital invested by funds: $29.9M → $34.3M (+$4.41M)
5% more funds holding
Funds holding: 81 → 85 (+4)
3.6% more ownership
Funds ownership: 31.82% → 35.42% (+3.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$2.13M |
| 2 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$1.24M |
| 3 |
BWG
Beta Wealth Group
San Diego,
California
|
+$572K |
| 4 |
Cerity Partners
New York
|
+$504K |
| 5 |
HFA
Highland Financial Advisors
Wayne,
New Jersey
|
+$314K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.06M |
| 2 |
BRIA
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
-$715K |
| 3 |
Jane Street
New York
|
-$336K |
| 4 |
Lido Advisors
Los Angeles,
California
|
-$250K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$185K |
XJR Hedge Fund Activity: Q2 2025 in Review
85 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P Small-Cap ETF (XJR) for Q2 2025, worth a combined $34.3M — up 15% from $29.9M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new XJR positions and 6 closed out — a net gain of 4 holders — while 31 added to existing stakes and 25 trimmed.
The largest buyer was Thrivent Financial for Lutherans, opening a new position worth an estimated $2.13M. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $1.06M sold.
- 85 institutional investors held iShares ESG Screened S&P Small-Cap ETF (XJR) as of Q2 2025, up from 81 in Q1 2025.
- Funds reported $34.3M of iShares ESG Screened S&P Small-Cap ETF stock for Q2 2025, up 15% quarter-over-quarter.
- 10 funds opened new iShares ESG Screened S&P Small-Cap ETF positions in Q2 2025 and 6 closed out, a net change of +4 holders.
- The largest iShares ESG Screened S&P Small-Cap ETF buyer in Q2 2025 was Thrivent Financial for Lutherans, an estimated $2.13M added.
- The largest iShares ESG Screened S&P Small-Cap ETF seller in Q2 2025 was Cambridge Investment Research Advisors, an estimated $1.06M sold.
Based on aggregated 13F filings for Q2 2025.