iShares ESG Screened S&P 500 ETF
XVV
XVV
60 hedge funds and large institutions have $74.5M invested in iShares ESG Screened S&P 500 ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
1.75% less ownership
Funds ownership: 49.56% → 47.81% (-1.7%)
23% less capital invested
Capital invested by funds: $96.4M → $74.5M (-$21.9M)
Holders
60
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$2.19M | |
| 2 | +$469K | |
| 3 | +$454K | |
| 4 |
MBI
Montrusco Bolton Investments
Montreal,
Quebec, Canada
|
+$454K |
| 5 |
SS
Sunbelt Securities
Houston,
Texas
|
+$401K |
Top Sellers
| 1 | -$20.2M | |
| 2 | -$1.95M | |
| 3 | -$341K | |
| 4 |
KWA
KCS Wealth Advisory
Los Angeles,
California
|
-$316K |
| 5 |
LFG
Leverty Financial Group
Hudson,
Wisconsin
|
-$234K |