iShares ESG Screened S&P 500 ETF (XVV)

• Market cap: $290M
• 1 day: 2.04%
• 5 days: 0.54%
• 1 month: -6.74%
• 3 months: -12.82%
• 6 months: -7.62%
• Year to date: -9.03%
• 1 year: 5.93%
• 5 years: 63.08%
• 10 years: 63.08%

Fund manager confidence

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

467% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 3

58% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 24

12% more funds holding

Funds holding: 95 [Q3] → 106 (+11) [Q4]

8% more capital invested

Capital invested by funds: $124M [Q3] → $133M (+$9.57M) [Q4]

0% more funds holding in top 10

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

2.02% less ownership

Funds ownership: 45.24% [Q3] → 43.22% (-2.02%) [Q4]