iShares ESG Screened S&P Small-Cap ETF
XJR
XJR
87 hedge funds and large institutions have $37.8M invested in iShares ESG Screened S&P Small-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 16 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
3.82% more ownership
Funds ownership: 32.45% → 36.27% (+3.8%)
Holders
87
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$2.59M | |
| 2 | +$275K | |
| 3 | +$205K | |
| 4 |
MCM
MAI Capital Management
Independence,
Ohio
|
+$161K |
| 5 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$116K |
Top Sellers
| 1 | -$595K | |
| 2 | -$240K | |
| 3 | -$226K | |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$225K |
| 5 |
B
Bailard
Foster City,
California
|
-$81.2K |
