We are live on ! Find out more
XVV icon

iShares ESG Screened S&P 500 ETF
XVV

57 hedge funds and large institutions have $96.4M invested in iShares ESG Screened S&P 500 ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

65% more capital invested

Capital invested by funds: $58.3M → $96.4M (+$38.1M)

23% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 13

8% more funds holding

Funds holding: 53 → 57 (+4)

6.18% more ownership

Funds ownership: 43.38% → 49.56% (+6.2%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
57
Holders Change
+4
Holders Change %
+7.55%
% of All Funds
0.89%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
16
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCS
Retirement Capital Strategies
California
+$23.9M
2
BCM
Becker Capital Management
Oregon
+$3.83M
3
Jane Street
Jane Street
New York
+$2.61M
4
Bank of America
Bank of America
North Carolina
+$561K
5
MBI
Montrusco Bolton Investments
Quebec, Canada
+$328K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$599K
2
Citadel Advisors
Citadel Advisors
Florida
-$397K
3
BWP
BSW Wealth Partners
Colorado
-$177K
4
NYLIM
New York Life Investment Management
New York
-$116K
5
UFA
US Financial Advisors
Massachusetts
-$105K
Name Holding Trade Value Shares
Change 		Change in
Stake
HFA
26
Highland Financial Advisors
New Jersey
$385K -$11.1K -349 -3%
GF
27
Gries Financial
Ohio
$356K – – –
US Bancorp
28
US Bancorp
Minnesota
$356K – – –
WWA
29
WCG Wealth Advisors
Nevada
$342K – – –
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$341K – – –
MWM
31
Merriman Wealth Management
Washington
$322K – – –
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$319K +$300K +9,438 New
KWA
33
KCS Wealth Advisory
California
$316K – – –
RF
34
RHS Financial
California
$299K +$381 +12 +0.1%
SPC
35
Sigma Planning Corp
Michigan
$298K -$22.5K -708 -7%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$297K +$155K +4,868 +125%
HI
37
Human Investing
Oregon
$286K +$18.2K +572 +7%
TDWM
38
Topel & Distasi Wealth Management
California
$281K – – –
Mariner
39
Mariner
Kansas
$264K +$32 +1 +0%
MCM
40
Monument Capital Management
Virginia
$246K – – –
CA
41
Cetera Advisors
Colorado
$243K – – –
Osaic Holdings
42
Osaic Holdings
Arizona
$230K +$317 +10 +0.1%
CWM
43
Cornerstone Wealth Management
Missouri
$228K – – –
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$220K – – –
CAAS
45
Capital Asset Advisory Services
Michigan
$203K +$188K +5,933 New
GBT
46
Grove Bank & Trust
Florida
$131K – – –
AIA
47
Arcadia Investment Advisors
Idaho
$111K – – –
HI
48
Harbour Investments
Wisconsin
$90K -$95 -3 -0.1%
JFA
49
JNBA Financial Advisors
Minnesota
$39.6K +$12.7K +401 +52%
AF
50
Advisornet Financial
Minnesota
$33.1K +$31.1K +979 New
1
2
3

XVV Hedge Fund Activity: Q2 2023 in Review

57 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P 500 ETF (XVV) for Q2 2023, worth a combined $96.4M — up 65% from $58.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new XVV positions and 3 closed out — a net gain of 4 holders — while 16 added to existing stakes and 13 trimmed.

The largest buyer was Retirement Capital Strategies, opening a new position worth an estimated $23.9M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $599K sold.

  • 57 institutional investors held iShares ESG Screened S&P 500 ETF (XVV) as of Q2 2023, up from 53 in Q1 2023.
  • Funds reported $96.4M of iShares ESG Screened S&P 500 ETF stock for Q2 2023, up 65% quarter-over-quarter.
  • 7 funds opened new iShares ESG Screened S&P 500 ETF positions in Q2 2023 and 3 closed out, a net change of +4 holders.
  • The largest iShares ESG Screened S&P 500 ETF buyer in Q2 2023 was Retirement Capital Strategies, an estimated $23.9M added.
  • The largest iShares ESG Screened S&P 500 ETF seller in Q2 2023 was Susquehanna International Group, an estimated $599K sold.

Based on aggregated 13F filings for Q2 2023.