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iShares ESG Screened S&P Small-Cap ETF

88 hedge funds and large institutions have $37.9M 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, 32 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 16

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

12% more capital invested

Capital invested by funds: $33.9M → $37.9M (+$4.01M)

9% more funds holding

Funds holding: 8188 (+7)

3.82% more ownership

Funds ownership: 32.48%36.3% (+3.8%)

Holders
88
Holders Change
+7
Holders Change %
+8.64%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
32
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$3.92M +$116K +2,739 +3%
B
2
Bailard
California
$2.93M -$81.2K -1,913 -3%
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$2.6M +$2.59M +61,031 New
Franklin Resources
4
Franklin Resources
California
$2.38M
LPL Financial
5
LPL Financial
California
$2.31M -$49.5K -1,167 -2%
HFA
6
Highland Financial Advisors
New Jersey
$1.96M +$32.9K +776 +2%
BFO
7
Biltmore Family Office
North Carolina
$1.36M
JFA
8
JNBA Financial Advisors
Minnesota
$1.18M +$80.3K +1,893 +7%
EWA
9
EP Wealth Advisors
California
$1.16M +$1.16M +27,274 New
NA
10
NewEdge Advisors
Louisiana
$860K +$2.89K +68 +0.3%
SAG
11
SageView Advisory Group
California
$748K +$33.5K +789 +5%
Raymond James Financial
12
Raymond James Financial
Florida
$698K -$934 -22 -0.1%
APW
13
Atlantic Private Wealth
North Carolina
$687K +$424 +10 +0.1%
MFG
14
Magnus Financial Group
New York
$660K +$2.72K +64 +0.4%
BWG
15
Beta Wealth Group
California
$634K -$1.4K -33 -0.2%
Cerity Partners
16
Cerity Partners
New York
$575K
DADC
17
D.A. Davidson & Co
Montana
$566K +$28.1K +663 +5%
PFA
18
Pathway Financial Advisors
Vermont
$541K +$15.7K +371 +3%
HL
19
HeadInvest LLC
Maine
$535K +$73.2K +1,725 +16%
CFGA
20
Cambridge Financial Group (Arizona)
Arizona
$504K
Goldman Sachs
21
Goldman Sachs
New York
$485K
Mariner
22
Mariner
Kansas
$484K
ADL
23
Asset Dedication LLC
California
$458K
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$453K +$11.6K +274 +3%
EFM
25
Eley Financial Management
Vermont
$444K -$891 -21 -0.2%

XJR Hedge Fund Activity: Q4 2025 in Review

88 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P Small-Cap ETF (XJR) for Q4 2025, worth a combined $37.9M — up 12% from $33.9M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new XJR positions and 8 closed out — a net gain of 7 holders — while 32 added to existing stakes and 16 trimmed.

The largest buyer was Thrivent Financial for Lutherans, opening a new position worth an estimated $2.59M. The largest seller was Jane Street, exiting entirely with an estimated $595K sold.

  • 88 institutional investors held iShares ESG Screened S&P Small-Cap ETF (XJR) as of Q4 2025, up from 81 in Q3 2025.
  • Funds reported $37.9M of iShares ESG Screened S&P Small-Cap ETF stock for Q4 2025, up 12% quarter-over-quarter.
  • 15 funds opened new iShares ESG Screened S&P Small-Cap ETF positions in Q4 2025 and 8 closed out, a net change of +7 holders.
  • The largest iShares ESG Screened S&P Small-Cap ETF buyer in Q4 2025 was Thrivent Financial for Lutherans, an estimated $2.59M added.
  • The largest iShares ESG Screened S&P Small-Cap ETF seller in Q4 2025 was Jane Street, an estimated $595K sold.

Based on aggregated 13F filings for Q4 2025.