iShares ESG Screened S&P 500 ETF (XVV)

• Market cap: $300M
• 1 day: 0.19%
• 5 days: 3.72%
• 1 month: -0.40%
• 3 months: -8.88%
• 6 months: -4.76%
• Year to date: -5.65%
• 1 year: 10.50%
• 5 years: 69.15%
• 10 years: 69.15%

Fund manager confidence

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

433% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 3

63% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 24

10% more funds holding

Funds holding: 96 [Q3] → 106 (+10) [Q4]

7% more capital invested

Capital invested by funds: $124M [Q3] → $133M (+$8.7M) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]

2.34% less ownership

Funds ownership: 45.56% [Q3] → 43.22% (-2.34%) [Q4]