iShares ESG Screened S&P 500 ETF (XVV)

• Market cap: $432M
• 1 day: 0.35%
• 5 days: 0.06%
• 1 month: 2.91%
• 3 months: 15.18%
• 6 months: 5.41%
• Year to date: 8.68%
• 1 year: 15.70%
• 5 years: 98.06%
• 10 years: 98.06%

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

16% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 32

0% more funds holding

Funds holding: 107 [Q4 2024] → 107 (+0) [Q1 2025]

5% less capital invested

Capital invested by funds: $134M [Q4 2024] → $128M (-$6.43M) [Q1 2025]

1.18% less ownership

Funds ownership: 43.53% [Q4 2024] → 42.35% (-1.18%) [Q1 2025]

100% less funds holding in top 10

Funds holding in top 10: 1 [Q4 2024] → 0 (-1) [Q1 2025]