iShares ESG Screened S&P Small-Cap ETF
XJR • BATS
iShares ESG Screened S&P Small-Cap ETF is an exchange-traded fund on BATS. As of Q3 2025, 80 institutional investors hold shares in this ETF, with total holdings valued at $33.3M. Colony Group, LLC is the largest holder with a position valued at $3.8M.
Overview
Overview of institutional ownership in XJR as of Q3 2025
All Institutions
- Institutions
- 80
- Value Held
- $33.3M
- Shares Held
- 783.1K
- Avg Position
- $416.6K
- Median Position
- $266.7K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in XJR as of Q3 2025
| Institution | Position Value |
|---|---|
C Colony Group, LLC Institution | $3.8M 0.01% of portfolio |
 BAILARD, INC. RIA/Wealth | $3.0M 0.07% of portfolio |
 FRANKLIN RESOURCES INC Institution | $2.4M 0.00% of portfolio |
L LPL Financial LLC Institution | $2.4M 0.00% of portfolio |
 Highland Financial Advisors, LLC RIA/Wealth | $1.9M 0.55% of portfolio |
 Biltmore Family Office, LLC Family Office | $1.4M 0.19% of portfolio |
 JNBA Financial Advisors RIA/Wealth | $1.1M 0.10% of portfolio |
 Goss Wealth Management LLC RIA/Wealth | $857.2K 0.00% of portfolio |
S SageView Advisory Group, LLC RIA/Wealth | $713.9K 0.02% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $698.2K 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for XJR in Q3 2025
- Traded
- −$961.2K
- Buyers
- 34
- Sellers
- 30
- Total Bought
- +$2.6M
- Total Sold
- −$3.6M
- Avg Position
- $387.5K
Biggest Buyers
| Institution | Net Bought |
|---|---|
L LPL Financial LLC Institution | +$942.7K +22.2K shares |
J JANE STREET GROUP, LLC Institution | +$331.4K +7.8K shares |
Highland Financial Advisors, LLC RIA/Wealth | +$296.5K +7.0K shares |
 Savant Capital, LLC RIA/Wealth | +$287.1K +6.7K shares |
 Rockefeller Capital Management L.P. Long Only Manager | +$164.4K +3.9K shares |
BAILARD, INC. RIA/Wealth | +$145.0K +3.4K shares |
C Colony Group, LLC Institution | +$121.0K +2.8K shares |
Goss Wealth Management LLC RIA/Wealth | +$79.9K +1.9K shares |
S SageView Advisory Group, LLC RIA/Wealth | +$45.7K +1.1K shares |
+$42.6K +1.0K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | −$2.3M −57.1K shares |
 Veracity Capital LLC RIA/Wealth | −$269.1K −6.8K shares |
 Optas, LLC RIA/Wealth | −$260.3K −6.6K shares |
 Cetera Investment Advisers RIA/Wealth | −$130.9K −3.1K shares |
 Mariner Wealth Advisors, LLC RIA/Wealth | −$116.4K −2.7K shares |
 Wood Tarver Financial Group, LLC RIA/Wealth | −$89.6K −2.3K shares |
 Archer Investment Management, LLC RIA/Wealth | −$67.4K −1.6K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$51.3K −1.2K shares |
 MML INVESTORS SERVICES, LLC RIA/Wealth | −$48.1K −1.1K shares |
 Lido Advisors, LLC RIA/Wealth | −$42.3K −993.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited XJR in Q3 2025
- New Positions
- 5
- New Value
- $472.7K
- Exited Positions
- 6
- Exited Value
- $2.9M
New Positions
| Institution | Position Value |
|---|---|
Savant Capital, LLC RIA/Wealth | $287.1K 6.7K shares |
Rockefeller Capital Management L.P. Long Only Manager | $164.4K 3.9K shares |
 McIlrath & Eck, LLC RIA/Wealth | $15.0K 352.0 shares |
 Triumph Capital Management RIA/Wealth | $5.2K 123.0 shares |
M Millstone Evans Group, LLC RIA/Wealth | $979.0 23.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | $2.3M 57.1K shares |
Veracity Capital LLC RIA/Wealth | $269.1K 6.8K shares |
Optas, LLC RIA/Wealth | $260.3K 6.6K shares |
Wood Tarver Financial Group, LLC RIA/Wealth | $89.6K 2.3K shares |
 HARBOUR INVESTMENTS, INC. RIA/Wealth | $21.3K 538.0 shares |
 SRS Capital Advisors, Inc. RIA/Wealth | $10.2K 257.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in XJR as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with XJR as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Highland Financial Advisors, LLC RIA/Wealth | 0.55% $1.9M |
 Atlantic Private Wealth, LLC RIA/Wealth | 0.45% $685.8K |
 Beta Wealth Group, Inc. RIA/Wealth | 0.27% $634.8K |
 Balanced Rock Investment Advisor RIA/Wealth | 0.23% $302.2K |
Biltmore Family Office, LLC Family Office | 0.19% $1.4M |
S Sprinkle Financial Consultants LLC RIA/Wealth | 0.19% $334.4K |
Archer Investment Management, LLC RIA/Wealth | 0.18% $291.4K |
 Eley Financial Management, Inc RIA/Wealth | 0.16% $444.5K |
B BIRCHBROOK, INC. RIA/Wealth | 0.15% $297.1K |
JNBA Financial Advisors RIA/Wealth | 0.10% $1.1M |