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

• Market cap: $91.1M
• 1 day: 0.49%
• 5 days: -5.84%
• 1 month: -4.12%
• 3 months: -0.79%
• 6 months: 10.72%
• Year to date: 8.98%
• 1 year: 10.64%
• 5 years: 67.95%
• 10 years: 67.95%

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

100% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 12

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

11% more capital invested

Capital invested by funds: $22.7M [Q2] → $25.2M (+$2.58M) [Q3]

3% more funds holding

Funds holding: 59 [Q2] → 61 (+2) [Q3]

0.49% less ownership

Funds ownership: 30.69% [Q2] → 30.2% (-0.49%) [Q3]