iShares ESG Screened S&P 500 ETF
XVV
XVV
53 hedge funds and large institutions have $58.3M invested in iShares ESG Screened S&P 500 ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 12 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less funds holding
Funds holding: →
less ownership
Funds ownership: →
33% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 12
64% less capital invested
Capital invested by funds: $161M → $58.3M (-$103M)
Holders
53
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$1.35M | |
| 2 | +$407K | |
| 3 | +$397K | |
| 4 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
+$313K |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$311K |
Top Sellers
| 1 | -$98.4M | |
| 2 | -$5.63M | |
| 3 | -$1.52M | |
| 4 |
CAM
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
-$908K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$681K |