iShares ESG Screened S&P 500 ETF
XVV
XVV
40 hedge funds and large institutions have $147M invested in iShares ESG Screened S&P 500 ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 3 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more ownership
Funds ownership: →
more funds holding
Funds holding: →
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less capital invested
Capital invested by funds: $159M → $147M (-$12.4M)
Holders
40
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$13M | |
| 2 | +$3.1M | |
| 3 | +$995K | |
| 4 |
BFO
Biltmore Family Office
Charlotte,
North Carolina
|
+$989K |
| 5 |
APW
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
+$915K |
Top Sellers
| 1 | -$4.57M | |
| 2 | -$2.93M | |
| 3 | -$501K | |
| 4 |
Walleye Capital
New York
|
-$327K |
| 5 |
SAS
Sanford Advisory Services
Portage,
Michigan
|
-$201K |