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iShares ESG Screened S&P 500 ETF
XVV

71 hedge funds and large institutions have $89.3M invested in iShares ESG Screened S&P 500 ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 26 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

100% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 13

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

20% more capital invested

Capital invested by funds: $74.5M → $89.3M (+$14.9M)

18% more funds holding

Funds holding: 60 → 71 (+11)

1.29% more ownership

Funds ownership: 47.81% → 49.1% (+1.3%)

Holders
71
Holders Change
+11
Holders Change %
+18.33%
% of All Funds
1.04%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
18
Increased
26
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$2.25M
2
BCM
Becker Capital Management
Oregon
+$1.24M
3
FC
Financial Council
Maryland
+$1.16M
4
BMD
Better Money Decisions
New Mexico
+$921K
5
LPL Financial
LPL Financial
California
+$639K

Top Sellers

Rank Fund Capital Flow
1
MBI
Montrusco Bolton Investments
Quebec, Canada
-$3.39M
2
Jane Street
Jane Street
New York
-$711K
3
GF
Gries Financial
Ohio
-$319K
4
TSS
Two Sigma Securities
New York
-$302K
5
SPC
Sigma Planning Corp
Michigan
-$271K
Name Holding Trade Value Shares
Change 		Change in
Stake
BSW
26
Buckingham Strategic Wealth
Missouri
$526K – – –
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$497K +$131K +3,841 +39%
TFO
28
Tarbox Family Office
California
$476K -$31K -913 -7%
HFA
29
Highland Financial Advisors
New Jersey
$432K +$18.1K +532 +5%
DJSG
30
D.J. St. Germain
Massachusetts
$421K +$394K +11,578 New
CFGA
31
Cambridge Financial Group (Arizona)
Arizona
$417K +$389K +11,454 New
AIA
32
Armor Investment Advisors
North Carolina
$414K +$5.17K +152 +1%
SS
33
Sunbelt Securities
Texas
$413K -$34.5K -1,016 -8%
HWMA
34
Heritage Wealth Management (Arizona)
Arizona
$405K +$379K +11,136 New
NC
35
Napatree Capital
Rhode Island
$386K +$361K +10,612 New
Pathstone Holdings
36
Pathstone Holdings
New Jersey
$370K +$346K +10,173 New
WWA
37
WCG Wealth Advisors
Nevada
$368K – – –
MWM
38
Merriman Wealth Management
Washington
$347K – – –
NL
39
Navalign LLC
California
$340K +$7.78K +229 +3%
RF
40
RHS Financial
California
$324K +$1.53K +45 +0.5%
EWA
41
Emergent Wealth Advisors
New York
$318K +$297K +8,752 New
HI
42
Human Investing
Oregon
$313K +$5.2K +153 +2%
MBT
43
Montecito Bank & Trust
California
$311K +$290K +8,546 New
KAS
44
Kestra Advisory Services
Texas
$292K +$272K +8,015 New
TDWM
45
Topel & Distasi Wealth Management
California
$275K -$11.6K -340 -4%
SFC
46
Sprinkle Financial Consultants
Colorado
$265K +$248K +7,293 New
CA
47
Cetera Advisors
Colorado
$254K -$6.8K -200 -3%
LFG
48
Leverty Financial Group
Wisconsin
$244K – – –
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$243K +$6.02K +177 +3%
CA
50
Crane Advisory
California
$241K +$228K +6,706 New
1
2
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XVV Hedge Fund Activity: Q4 2023 in Review

71 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P 500 ETF (XVV) for Q4 2023, worth a combined $89.3M — up 20% from $74.5M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new XVV positions and 6 closed out — a net gain of 12 holders — while 26 added to existing stakes and 13 trimmed.

The largest buyer was Franklin Resources, opening a new position worth an estimated $2.25M. The largest seller was Montrusco Bolton Investments, exiting entirely with an estimated $3.39M sold.

  • 71 institutional investors held iShares ESG Screened S&P 500 ETF (XVV) as of Q4 2023, up from 60 in Q3 2023.
  • Funds reported $89.3M of iShares ESG Screened S&P 500 ETF stock for Q4 2023, up 20% quarter-over-quarter.
  • 18 funds opened new iShares ESG Screened S&P 500 ETF positions in Q4 2023 and 6 closed out, a net change of +12 holders.
  • The largest iShares ESG Screened S&P 500 ETF buyer in Q4 2023 was Franklin Resources, an estimated $2.25M added.
  • The largest iShares ESG Screened S&P 500 ETF seller in Q4 2023 was Montrusco Bolton Investments, an estimated $3.39M sold.

Based on aggregated 13F filings for Q4 2023.