iShares ESG Screened S&P Small-Cap ETF (XJR)

• Market cap: $88.7M
• 1 day: 0.96%
• 5 days: 6.30%
• 1 month: -8.64%
• 3 months: -17.25%
• 6 months: -17.84%
• Year to date: -15.15%
• 1 year: -3.60%
• 5 years: 41.10%
• 10 years: 41.10%

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

92% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 13

18% more funds holding

Funds holding: 61 [Q3] → 72 (+11) [Q4]

16% more capital invested

Capital invested by funds: $25.2M [Q3] → $29.2M (+$3.98M) [Q4]

1.31% more ownership

Funds ownership: 30.2% [Q3] → 31.51% (+1.31%) [Q4]