iShares ESG Screened S&P Small-Cap ETF
XJR
96 hedge funds and large institutions have $50.6M invested in iShares ESG Screened S&P Small-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 6 closing their positions.
167% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 6
50% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 20
34% more capital invested
Capital invested by funds: $37.9M → $50.6M (+$12.7M)
9% more funds holding
Funds holding: 88 → 96 (+8)
5.19% more ownership
Funds ownership: 36.3% → 41.49% (+5.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KeyBank National Association
Cleveland,
Ohio
|
+$4.31M |
| 2 |
IWA
Invera Wealth Advisors
Bend,
Oregon
|
+$2.41M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.33M |
| 4 |
Bank of New York Mellon
New York
|
+$1.3M |
| 5 |
Brown Advisory
Baltimore,
Maryland
|
+$1.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$2.6M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$900K |
| 3 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$494K |
| 4 |
AIM
Archer Investment Management
Austin,
Texas
|
-$264K |
| 5 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
-$92.1K |
XJR Hedge Fund Activity: Q1 2026 in Review
96 of the 8,190 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P Small-Cap ETF (XJR) for Q1 2026, worth a combined $50.6M — up 34% from $37.9M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new XJR positions and 6 closed out — a net gain of 10 holders — while 30 added to existing stakes and 20 trimmed.
The largest buyer was KeyBank National Association, opening a new position worth an estimated $4.31M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $2.6M sold.
- 96 institutional investors held iShares ESG Screened S&P Small-Cap ETF (XJR) as of Q1 2026, up from 88 in Q4 2025.
- Funds reported $50.6M of iShares ESG Screened S&P Small-Cap ETF stock for Q1 2026, up 34% quarter-over-quarter.
- 16 funds opened new iShares ESG Screened S&P Small-Cap ETF positions in Q1 2026 and 6 closed out, a net change of +10 holders.
- The largest iShares ESG Screened S&P Small-Cap ETF buyer in Q1 2026 was KeyBank National Association, an estimated $4.31M added.
- The largest iShares ESG Screened S&P Small-Cap ETF seller in Q1 2026 was Thrivent Financial for Lutherans, an estimated $2.6M sold.
Based on aggregated 13F filings for Q1 2026.