iShares ESG Screened S&P Small-Cap ETF
XJR
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 14 funds opening new positions, 32 increasing their positions, 16 reducing their positions, and 8 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 16
75% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 8
11% more capital invested
Capital invested by funds: $34.1M → $37.9M (+$3.74M)
7% more funds holding
Funds holding: 82 → 88 (+6)
3.56% more ownership
Funds ownership: 32.74% → 36.3% (+3.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$2.59M |
| 2 |
COCM
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
+$275K |
| 3 |
Brown Advisory
Baltimore,
Maryland
|
+$205K |
| 4 |
MCM
MAI Capital Management
Independence,
Ohio
|
+$161K |
| 5 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$116K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$595K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$240K |
| 3 |
BFS
Bradley Foster & Sargent
Hartford,
Connecticut
|
-$226K |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$225K |
| 5 |
B
Bailard
Foster City,
California
|
-$81.2K |
XJR Hedge Fund Activity: Q4 2025 in Review
88 of the 8,270 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 11% from $34.1M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new XJR positions and 8 closed out — a net gain of 6 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 82 in Q3 2025.
- Funds reported $37.9M of iShares ESG Screened S&P Small-Cap ETF stock for Q4 2025, up 11% quarter-over-quarter.
- 14 funds opened new iShares ESG Screened S&P Small-Cap ETF positions in Q4 2025 and 8 closed out, a net change of +6 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.