iShares ESG Screened S&P 500 ETF
XVV
28 hedge funds and large institutions have $367M invested in iShares ESG Screened S&P 500 ETF in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and closing their positions.
233% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 3
215% more capital invested
Capital invested by funds: $117M → $367M (+$250M)
56% more funds holding
Funds holding: 18 → 28 (+10)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
13.78% less ownership
Funds ownership: 117.27% → 103.49% (-14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SLF
Sun Life Financial
Toronto,
Ontario, Canada
|
+$218M |
| 2 |
RCS
Retirement Capital Strategies
San Jose,
California
|
+$5.08M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$2.87M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.29M |
| 5 |
BMD
Better Money Decisions
Santa Fe,
New Mexico
|
+$647K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NYLIM
New York Life Investment Management
New York
|
-$672K |
| 2 |
Jane Street
New York
|
-$429K |
| 3 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
-$50.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SBL
26
Sargent Bickham Lagudis
Boulder,
Colorado
| $11K | +$10.6K | +300 | New |
|
27
US Bancorp
Minneapolis,
Minnesota
| $7K | +$7.23K | +204 | New |
|
|
APA
28
American Portfolios Advisors
Holbrook,
New York
| $5.91K | +$5.71K | +161 | New |
|
XVV Hedge Fund Activity: Q4 2021 in Review
28 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P 500 ETF (XVV) for Q4 2021, worth a combined $367M — up 215% from $117M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new XVV positions and 0 closed out — a net gain of 11 holders — while 10 added to existing stakes and 3 trimmed.
The largest buyer was Sun Life Financial, adding an estimated $218M. The largest seller was New York Life Investment Management, cutting an estimated $672K.
- 28 institutional investors held iShares ESG Screened S&P 500 ETF (XVV) as of Q4 2021, up from 18 in Q3 2021.
- Funds reported $367M of iShares ESG Screened S&P 500 ETF stock for Q4 2021, up 215% quarter-over-quarter.
- 11 funds opened new iShares ESG Screened S&P 500 ETF positions in Q4 2021 and 0 closed out, a net change of +11 holders.
- The largest iShares ESG Screened S&P 500 ETF buyer in Q4 2021 was Sun Life Financial, an estimated $218M added.
- The largest iShares ESG Screened S&P 500 ETF seller in Q4 2021 was New York Life Investment Management, an estimated $672K sold.
Based on aggregated 13F filings for Q4 2021.