ISHARES ESG SCREEN SP SMALL (XJR) Institutional Ownership Changes & 13F Activity
ISHARES ESG SCREEN SP SMALL (XJR). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Flow Traders U.S. Llc, Susquehanna International Group, Llp, Focus Partners Wealth, and Brown Advisory Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Cherry Tree Wealth Management, Llc | Buy | +581 | +32.8% | 2,351 | $124.01K | Q2 2026 | Sep 15, 2026 |
| Balanced Rock Investment Advisors Llc | Sell | -1,089 | -12.0% | 8,019 | $422.96K | Q2 2026 | Aug 17, 2026 |
| Bank Of America Corp | Buy | +129,428 | — | 129,428 | $6.83M | Q2 2026 | Aug 14, 2026 |
| Flow Traders U.S. Llc | Buy | +25,729 | — | 25,729 | $1.36M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +17,940 | — | 17,940 | $946.26K | Q2 2026 | Aug 14, 2026 |
| Brown Advisory Inc | Buy | +11,496 | +37.1% | 42,464 | $2.24M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +11,444 | — | 11,444 | $603.63K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -1,881 | -12.9% | 12,750 | $672.51K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +784 | +10.6% | 8,152 | $430.00K | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -17 | -0.1% | 11,380 | $600.25K | Q2 2026 | Aug 14, 2026 |
| Mai Capital Management | Buy | +5 | +0.1% | 9,875 | $520.86K | Q2 2026 | Aug 14, 2026 |
| Medallion Wealth Advisors, Llc | Buy | +4 | +0.6% | 714 | $42.43K | Q2 2026 | Aug 14, 2026 |
| Ubs Group Ag | Sell | -597 | -99.7% | 2 | $105.00 | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -292 | -99.7% | 1 | $103.00 | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Sell | -3 | -0.2% | 1,342 | $70.77K | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | Sell | -15,033 | -16.2% | 77,488 | $4.09M | Q2 2026 | Aug 12, 2026 |
| Ep Wealth Advisors, Llc | Sell | -2,786 | -17.2% | 13,437 | $708.75K | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, Llc | Buy | +1,247 | +8.4% | 16,169 | $852.88K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +535 | +5.4% | 10,466 | $552.05K | Q2 2026 | Aug 12, 2026 |
| Mainstreet Investment Advisors Llc | Sell | -475 | -3.1% | 14,694 | $775.05K | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +73 | — | 73 | $3.85K | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Partners, Ltd. | Buy | +3,942 | — | 3,942 | $207.94K | Q2 2026 | Aug 11, 2026 |
| Eley Financial Management, Inc | Buy | +3,683 | +38.7% | 13,203 | $696.40K | Q2 2026 | Aug 11, 2026 |
| Legacy Edge Advisors, Llc | Sell | -288 | -4.6% | 5,971 | $314.95K | Q2 2026 | Aug 11, 2026 |
| Northrock Partners, Llc | Buy | +261 | +3.6% | 7,613 | $401.57K | Q2 2026 | Aug 11, 2026 |
| Godfrey Financial Associates, Inc. | Buy | +239 | +232.0% | 342 | $18.04K | Q2 2026 | Aug 11, 2026 |
| Millstone Evans Group, Llc | Buy | +26 | +113.0% | 49 | $2.58K | Q2 2026 | Aug 11, 2026 |
| Atlantic Private Wealth, Llc | Buy | +1 | +0.0% | 16,494 | $869.98K | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | Buy | +150 | +58.4% | 407 | $21.47K | Q2 2026 | Aug 10, 2026 |
| Savant Capital, Llc | Sell | -2 | -0.0% | 5,590 | $294.84K | Q2 2026 | Aug 10, 2026 |
Frequently asked questions about XJR activity
Which institutional owners are buying XJR?
Institutional owners buying XJR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in XJR activity?
"Buy" means an investor increased their reported position in XJR compared to the prior reporting period. This reflects growing exposure to ISHARES ESG SCREEN SP SMALL (XJR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in XJR increasing?
Institutional interest in XJR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.