iShares ESG Screened S&P Small-Cap ETF
XJR
82 hedge funds and large institutions have $34.1M invested in iShares ESG Screened S&P Small-Cap ETF in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 6 closing their positions.
12% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 25
1% less capital invested
Capital invested by funds: $34.3M → $34.1M (-$200K)
2.68% less ownership
Funds ownership: 35.42% → 32.74% (-2.7%)
4% less funds holding
Funds holding: 85 → 82 (-3)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$918K |
| 2 |
Jane Street
New York
|
+$323K |
| 3 |
HFA
Highland Financial Advisors
Wayne,
New Jersey
|
+$289K |
| 4 |
SC
Savant Capital
Rockford,
Illinois
|
+$280K |
| 5 |
NP
NorthRock Partners
Minneapolis,
Minnesota
|
+$202K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$2.26M |
| 2 |
VC
Veracity Capital
Atlanta,
Georgia
|
-$269K |
| 3 |
OL
Optas LLC
Austin,
Texas
|
-$260K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$127K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$115K |
XJR Hedge Fund Activity: Q3 2025 in Review
82 of the 7,642 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P Small-Cap ETF (XJR) for Q3 2025, worth a combined $34.1M — down 0.58% from $34.3M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of XJR and 5 opened new positions — a net loss of 1 holder — while 25 trimmed existing stakes and 28 added.
The largest buyer was LPL Financial, adding an estimated $918K. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $2.26M sold.
- 82 institutional investors held iShares ESG Screened S&P Small-Cap ETF (XJR) as of Q3 2025, down from 85 in Q2 2025.
- Funds reported $34.1M of iShares ESG Screened S&P Small-Cap ETF stock for Q3 2025, down 0.58% quarter-over-quarter.
- 5 funds opened new iShares ESG Screened S&P Small-Cap ETF positions in Q3 2025 and 6 closed out, a net change of -1 holder.
- The largest iShares ESG Screened S&P Small-Cap ETF buyer in Q3 2025 was LPL Financial, an estimated $918K added.
- The largest iShares ESG Screened S&P Small-Cap ETF seller in Q3 2025 was Thrivent Financial for Lutherans, an estimated $2.26M sold.
Based on aggregated 13F filings for Q3 2025.