Who Owns XJR?
iShares ESG Select Screened S&P Small-Cap ETF — Institutional Ownership & 13F Holdings
$48.16
+0.01 (+0.01%)
Market Cap
$121.4M
Shares Outstanding
2,535,658
Institutional Holders
78
Total Inst. Value
$26.3M
% of Float Held
—
QoQ Holder Change
+42
Institutional data as of Q1 2025
New Positions
21
Closed Positions
8
Increased
20
Decreased
16
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | BAILARD, INC. | $2.6M | 69,679 |
| 2 | FRANKLIN RESOURCES INC | $2.2M | 58,717 |
| 3 | Focus Partners WealthNew | $2.0M | 53,409 |
| 4 | Better Money Decisions, LLCNew | $1.2M | 32,981 |
| 5 | Biltmore Family Office, LLC | $1.2M | 32,000 |
| 6 | Highland Financial Advisors, LLCNew | $1.1M | 29,969 |
| 7 | Cambridge Investment Research Advisors, Inc. | $1.1M | 28,246 |
| 8 | Balanced Rock Investment Advisors LLC | $992K | 26,378 |
| 9 | NewEdge Advisors, LLC | $728K | 19,342 |
| 10 | Cetera Investment Advisers | $692K | 18,394 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| BAILARD, INC. | +10K | $2.6M |
| Focus Partners WealthNew | +53K | $2.0M |
| Better Money Decisions, LLCNew | +33K | $1.2M |
| Highland Financial Advisors, LLCNew | +30K | $1.1M |
| NewEdge Advisors, LLC | +16K | $728K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | -5K | $1.1M |
| LPL Financial LLC | -4K | $1K |
| JNBA Financial Advisors | -3K | $820 |
| MML INVESTORS SERVICES, LLC | -3K | $305K |
| ENVESTNET ASSET MANAGEMENT INC | -1K | $307K |
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Frequently Asked Questions
How many institutional investors hold XJR?
As of Q1 2025, 78 institutional investors report holding XJR (iShares ESG Select Screened S&P Small-Cap ETF) in their 13F filings.
Which hedge fund owns the most XJR?
The largest institutional holder of XJR is BAILARD, INC. with $2.6M in shares.
Are institutions buying or selling XJR?
This quarter, 21 institutions opened new positions in XJR and 8 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.