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iShares ESG Screened S&P 500 ETF
XVV

38 hedge funds and large institutions have $159M invested in iShares ESG Screened S&P 500 ETF in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

71% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 7

36% more funds holding

Funds holding: 28 → 38 (+10)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

55.53% less ownership

Funds ownership: 103.49% → 47.97% (-56%)

57% less capital invested

Capital invested by funds: $367M → $159M (-$208M)

Holders
38
Holders Change
+10
Holders Change %
+35.71%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
12
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$102M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.76M
3
Truist Financial
Truist Financial
North Carolina
+$1.51M
4
Jane Street
Jane Street
New York
+$1.22M
5
LFG
Leverty Financial Group
Wisconsin
+$524K

Top Sellers

Rank Fund Capital Flow
1
SLF
Sun Life Financial
Ontario, Canada
-$287M
2
RCS
Retirement Capital Strategies
California
-$2.67M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.19M
4
HighTower Advisors
HighTower Advisors
Illinois
-$307K
5
Bank of America
Bank of America
North Carolina
-$246K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$187K +$3.47K +102 +25%
Bank of America
27
Bank of America
North Carolina
$117K -$246K -7,233 -68%
COCM
28
Charter Oak Capital Management
New Hampshire
$98K +$37.5K +1,103 +63%
AIA
29
Arcadia Investment Advisors
Idaho
$70.2K +$1.29K +38 +2%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$70K -$1.19M -35,033 -94%
SWM
31
Selective Wealth Management
Virginia
$50K +$49.4K +1,450 New
UBS Group
32
UBS Group
Switzerland
$17K +$16.3K +480 New
PFS
33
Prospera Financial Services
Texas
$15K +$15.3K +450 New
SBL
34
Sargent Bickham Lagudis
Colorado
$10K – – –
US Bancorp
35
US Bancorp
Minnesota
$7K – – –
APA
36
American Portfolios Advisors
New York
$5.98K +$443 +13 +8%
JFA
37
JNBA Financial Advisors
Minnesota
$4K +$3.64K +107 New
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
– -$218K -5,939 Closed
CWS
39
Confluence Wealth Services
Pennsylvania
– -$165K -4,495 Closed
Fidelity Investments
40
Fidelity Investments
Massachusetts
– +$34 +1 New
1
2

XVV Hedge Fund Activity: Q1 2022 in Review

38 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P 500 ETF (XVV) for Q1 2022, worth a combined $159M — down 57% from $367M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new XVV positions and 2 closed out — a net gain of 10 holders — while 12 added to existing stakes and 7 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $102M. The largest seller was Sun Life Financial, cutting an estimated $287M.

  • 38 institutional investors held iShares ESG Screened S&P 500 ETF (XVV) as of Q1 2022, up from 28 in Q4 2021.
  • Funds reported $159M of iShares ESG Screened S&P 500 ETF stock for Q1 2022, down 57% quarter-over-quarter.
  • 12 funds opened new iShares ESG Screened S&P 500 ETF positions in Q1 2022 and 2 closed out, a net change of +10 holders.
  • The largest iShares ESG Screened S&P 500 ETF buyer in Q1 2022 was Goldman Sachs, an estimated $102M added.
  • The largest iShares ESG Screened S&P 500 ETF seller in Q1 2022 was Sun Life Financial, an estimated $287M sold.

Based on aggregated 13F filings for Q1 2022.