iShares ESG Screened S&P 500 ETF
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.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
5% more funds holding
Funds holding: 57 → 60 (+3)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
6% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 18
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Becker Capital Management
Portland,
Oregon
|
+$2.27M |
| 2 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
+$489K |
| 3 |
TFO
Tarbox Family Office
Newport Beach,
California
|
+$474K |
| 4 |
MBI
Montrusco Bolton Investments
Montreal,
Quebec, Canada
|
+$474K |
| 5 |
SS
Sunbelt Securities
Houston,
Texas
|
+$419K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$21.1M |
| 2 |
Jane Street
New York
|
-$2.04M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
-$341K |
| 4 |
KWA
KCS Wealth Advisory
Los Angeles,
California
|
-$316K |
| 5 |
LFG
Leverty Financial Group
Hudson,
Wisconsin
|
-$245K |
XVV Hedge Fund Activity: Q3 2023 in Review
60 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P 500 ETF (XVV) for Q3 2023, worth a combined $74.5M — down 23% from $96.4M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new XVV positions and 5 closed out — a net gain of 3 holders — while 17 added to existing stakes and 18 trimmed.
The largest buyer was Becker Capital Management, adding an estimated $2.27M. The largest seller was Retirement Capital Strategies, cutting an estimated $21.1M.
- 60 institutional investors held iShares ESG Screened S&P 500 ETF (XVV) as of Q3 2023, up from 57 in Q2 2023.
- Funds reported $74.5M of iShares ESG Screened S&P 500 ETF stock for Q3 2023, down 23% quarter-over-quarter.
- 8 funds opened new iShares ESG Screened S&P 500 ETF positions in Q3 2023 and 5 closed out, a net change of +3 holders.
- The largest iShares ESG Screened S&P 500 ETF buyer in Q3 2023 was Becker Capital Management, an estimated $2.27M added.
- The largest iShares ESG Screened S&P 500 ETF seller in Q3 2023 was Retirement Capital Strategies, an estimated $21.1M sold.
Based on aggregated 13F filings for Q3 2023.