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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Cherry Tree Wealth Management, LlcBuy+581+32.8%2,351$124.01KQ2 2026Sep 15, 2026
Balanced Rock Investment Advisors LlcSell-1,089-12.0%8,019$422.96KQ2 2026Aug 17, 2026
Bank Of America CorpBuy+129,428129,428$6.83MQ2 2026Aug 14, 2026
Flow Traders U.S. LlcBuy+25,72925,729$1.36MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+17,94017,940$946.26KQ2 2026Aug 14, 2026
Brown Advisory IncBuy+11,496+37.1%42,464$2.24MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+11,44411,444$603.63KQ2 2026Aug 14, 2026
Raymond James Financial IncSell-1,881-12.9%12,750$672.51KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+784+10.6%8,152$430.00KQ2 2026Aug 14, 2026
Goldman Sachs Group IncSell-17-0.1%11,380$600.25KQ2 2026Aug 14, 2026
Mai Capital ManagementBuy+5+0.1%9,875$520.86KQ2 2026Aug 14, 2026
Medallion Wealth Advisors, LlcBuy+4+0.6%714$42.43KQ2 2026Aug 14, 2026
Ubs Group AgSell-597-99.7%2$105.00Q2 2026Aug 13, 2026
Morgan StanleySell-292-99.7%1$103.00Q2 2026Aug 13, 2026
Fmr LlcSell-3-0.2%1,342$70.77KQ2 2026Aug 13, 2026
Focus Partners WealthSell-15,033-16.2%77,488$4.09MQ2 2026Aug 12, 2026
Ep Wealth Advisors, LlcSell-2,786-17.2%13,437$708.75KQ2 2026Aug 12, 2026
Advisory Services Network, LlcBuy+1,247+8.4%16,169$852.88KQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+535+5.4%10,466$552.05KQ2 2026Aug 12, 2026
Mainstreet Investment Advisors LlcSell-475-3.1%14,694$775.05KQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+7373$3.85KQ2 2026Aug 12, 2026
Stratos Wealth Partners, Ltd.Buy+3,9423,942$207.94KQ2 2026Aug 11, 2026
Eley Financial Management, IncBuy+3,683+38.7%13,203$696.40KQ2 2026Aug 11, 2026
Legacy Edge Advisors, LlcSell-288-4.6%5,971$314.95KQ2 2026Aug 11, 2026
Northrock Partners, LlcBuy+261+3.6%7,613$401.57KQ2 2026Aug 11, 2026
Godfrey Financial Associates, Inc.Buy+239+232.0%342$18.04KQ2 2026Aug 11, 2026
Millstone Evans Group, LlcBuy+26+113.0%49$2.58KQ2 2026Aug 11, 2026
Atlantic Private Wealth, LlcBuy+1+0.0%16,494$869.98KQ2 2026Aug 11, 2026
Arax Advisory PartnersBuy+150+58.4%407$21.47KQ2 2026Aug 10, 2026
Savant Capital, LlcSell-2-0.0%5,590$294.84KQ2 2026Aug 10, 2026
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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.