We rank companies based on fund manager, research analyst and news sentiment
XVV

iShares ESG Screened S&P 500 ETF
XVV

$38.32
0.4%
0
Funds holding %
of 6,474 funds
Analysts bullish %
News positive %

Fund manager confidence

Based on 2023 Q4 SEC filings by fund managers ($100M+ AUM)

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

86% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 14

50% more funds holding in top 10

Funds holding in top 10: 2 [Q3] → 3 (+1) [Q4]

14% more funds holding

Funds holding: 59 [Q3] → 67 (+8) [Q4]

15.19% less ownership

Funds ownership: 47.74% [Q3] → 32.55% (-15.19%) [Q4]

21% less capital invested

Capital invested by funds: $74.4M [Q3] → $59M (-$15.4M) [Q4]

Research analyst outlook

We haven’t received any recent analyst ratings for XVV.

Financial journalist opinion

We haven’t received any recent news articles for XVV.