XVV icon

iShares ESG Screened S&P 500 ETF
XVV

Overview Fund Activity

109 hedge funds and large institutions have $143M invested in iShares ESG Screened S&P 500 ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 27 reducing their positions, and 4 closing their positions.

Holders
109
Holders Change
+2
Holders Change %
+1.87%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
12
Increased
43
Reduced
27
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$1.12M
2
LPL Financial
2
LPL Financial
California
$9.38M
3
SS
3
Sound Stewardship
Kansas
$892K
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.19M
5
EWA
5
EP Wealth Advisors
California
$537K

Top Sellers

1
WCP
1
Wick Capital Partners
Pennsylvania
$1.43M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$0
3
BWP
3
BSW Wealth Partners
Colorado
$3.35M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$1.94M
5
RCS
5
Retirement Capital Strategies
California
$734K
Name Market Value Shares Shares
Change 		Shares
Change %
SLF
1
Sun Life Financial
Ontario, Canada
$39.3M 823,040 – –
BCM
2
Becker Capital Management
Oregon
$10.8M 226,954 -3,570 -2%
LPL Financial
3
LPL Financial
California
$9.38M 196,706 +23,233 +13%
BMD
4
Better Money Decisions
New Mexico
$4.23M 88,618 +1,841 +2%
JFA
5
JNBA Financial Advisors
Minnesota
$3.94M 82,601 -4,988 -6%
WBG
6
Wharton Business Group
Pennsylvania
$3.65M 76,440 +885 +1%
Franklin Resources
7
Franklin Resources
California
$3.62M 75,998 – –
ABWM
8
Alpine Bank Wealth Management
Colorado
$3.38M 70,866 -7,100 -9%
BWP
9
BSW Wealth Partners
Colorado
$3.35M 70,207 -15,780 -18%
APW
10
Atlantic Private Wealth
North Carolina
$3.23M 67,671 +1 +0%
Raymond James Financial
11
Raymond James Financial
Florida
$2.9M 60,714 +1,870 +3%
BFO
12
Biltmore Family Office
North Carolina
$2.68M 56,201 – –
HighTower Advisors
13
HighTower Advisors
Illinois
$1.94M 40,774 +2,028 +5%
Two Sigma Investments
14
Two Sigma Investments
New York
$1.94M 40,600 -15,000 -27%
GAM
15
Gould Asset Management
California
$1.89M 39,655 +680 +2%
Focus Partners Wealth
16
Focus Partners Wealth
Massachusetts
$1.63M 34,266 – –
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.57M 32,831 -3,550 -10%
NP
18
NorthRock Partners
Minnesota
$1.55M 32,506 +6,346 +24%
WCP
19
Wick Capital Partners
Pennsylvania
$1.43M 6,692 -23,219 -78%
FC
20
Financial Council
Maryland
$1.42M 29,812 -119 -0.4%
AWM
21
Apollon Wealth Management
South Carolina
$1.4M 29,446 -690 -2%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$1.28M 26,929 +170 +0.6%
Bank of America
23
Bank of America
North Carolina
$1.26M 26,392 -555 -2%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.23M 25,779 +2,647 +11%
MML Investors Services
25
MML Investors Services
Massachusetts
$1.22M 25,523 +2,821 +12%
1
2 3 4 5