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

• Market cap: $102M
• 1 day: 1.59%
• 5 days: 4.79%
• 1 month: 3.26%
• 3 months: 3.04%
• 6 months: 4.04%
• Year to date: 4.17%
• 1 year: 13.41%
• 5 years: 73.23%
• 10 years: 73.23%

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] → $25.3M (+$2.56M) [Q3]

3% more funds holding

Funds holding: 59 [Q2] → 61 (+2) [Q3]

0.52% less ownership

Funds ownership: 30.73% [Q2] → 30.21% (-0.52%) [Q3]