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iShares ESG Screened S&P 500 ETF
XVV

60 hedge funds and large institutions have $161M invested in iShares ESG Screened S&P 500 ETF in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 23 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

850% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 2

229% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 7

36% more funds holding

Funds holding: 44 → 60 (+16)

19.11% more ownership

Funds ownership: 53.97% → 73.08% (+19%)

15% more capital invested

Capital invested by funds: $140M → $161M (+$21.2M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
60
Holders Change
+16
Holders Change %
+36.36%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
23
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Lido Advisors
Lido Advisors
California
+$5.67M
2
BWP
BSW Wealth Partners
Colorado
+$3.35M
3
UFA
US Financial Advisors
Massachusetts
+$995K
4
NYLIM
New York Life Investment Management
New York
+$860K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$791K

Top Sellers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$2.02M
2
Citadel Advisors
Citadel Advisors
Florida
-$993K
3
RF
RHS Financial
California
-$186K
4
SWM
Selective Wealth Management
Virginia
-$124K
5
SPIA
Steward Partners Investment Advisory
New York
-$115K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
26
Armor Investment Advisors
North Carolina
$360K +$113K +3,954 +45%
GF
27
Gries Financial
Ohio
$339K – – –
US Bancorp
28
US Bancorp
Minnesota
$339K – – –
HFA
29
Highland Financial Advisors
New Jersey
$334K +$84.5K +2,950 +33%
MML Investors Services
30
MML Investors Services
Massachusetts
$302K -$18.4K -643 -6%
RCS
31
Retirement Capital Strategies
California
$292K +$294K +10,260 New
JMPWA
32
JP Morgan Private Wealth Advisors
California
$290K – – –
MWM
33
Merriman Wealth Management
Washington
$271K – – –
SPC
34
Sigma Planning Corp
Michigan
$261K +$26.4K +923 +11%
KWA
35
KCS Wealth Advisory
California
$259K – – –
RF
36
RHS Financial
California
$258K -$186K -6,490 -42%
TDWM
37
Topel & Distasi Wealth Management
California
$236K +$7.45K +260 +3%
HI
38
Harbour Investments
Wisconsin
$232K +$70.6K +2,466 +43%
MCM
39
Monument Capital Management
Virginia
$229K +$230K +8,045 New
EGWAG
40
Elwood & Goetz Wealth Advisory Group
Georgia
$224K +$226K +7,875 New
RCAG
41
Rehmann Capital Advisory Group
Michigan
$220K +$222K +7,740 New
Mariner
42
Mariner
Kansas
$215K +$217K +7,565 New
CA
43
Cetera Advisors
Colorado
$204K +$206K +7,187 New
Osaic Holdings
44
Osaic Holdings
Arizona
$171K +$137K +4,789 +390%
Bank of America
45
Bank of America
North Carolina
$129K +$11.9K +416 +10%
GBT
46
Grove Bank & Trust
Florida
$110K +$111K +3,863 New
AIA
47
Arcadia Investment Advisors
Idaho
$90.1K +$31.3K +1,092 +53%
UBS Group
48
UBS Group
Switzerland
$23K +$23.2K +809 New
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$19.2K +$10K +350 +108%
FDCDDQ
50
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.4K – – –
1
2
3

XVV Hedge Fund Activity: Q4 2022 in Review

60 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P 500 ETF (XVV) for Q4 2022, worth a combined $161M — up 15% from $140M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new XVV positions and 2 closed out — a net gain of 17 holders — while 23 added to existing stakes and 7 trimmed.

The largest buyer was Lido Advisors, opening a new position worth an estimated $5.67M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $2.02M.

  • 60 institutional investors held iShares ESG Screened S&P 500 ETF (XVV) as of Q4 2022, up from 44 in Q3 2022.
  • Funds reported $161M of iShares ESG Screened S&P 500 ETF stock for Q4 2022, up 15% quarter-over-quarter.
  • 19 funds opened new iShares ESG Screened S&P 500 ETF positions in Q4 2022 and 2 closed out, a net change of +17 holders.
  • The largest iShares ESG Screened S&P 500 ETF buyer in Q4 2022 was Lido Advisors, an estimated $5.67M added.
  • The largest iShares ESG Screened S&P 500 ETF seller in Q4 2022 was Cambridge Investment Research Advisors, an estimated $2.02M sold.

Based on aggregated 13F filings for Q4 2022.