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iShares ESG Screened S&P 500 ETF

90 hedge funds and large institutions have $118M invested in iShares ESG Screened S&P 500 ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

32% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 22

14% more funds holding

Funds holding: 7990 (+11)

11% less capital invested

Capital invested by funds: $133M → $118M (-$14.2M)

11.24% less ownership

Funds ownership: 57.74%46.5% (-11%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
90
Holders Change
+11
Holders Change %
+13.92%
% of All Funds
1.3%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
16
Increased
29
Reduced
22
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJT
26
Raymond James Trust
Florida
$861K
MML Investors Services
27
MML Investors Services
Massachusetts
$785K +$101K +2,498 +15%
MCM
28
MAI Capital Management
Ohio
$768K -$40.9K -1,016 -5%
TFO
29
Tarbox Family Office
California
$614K +$20K +496 +4%
BSW
30
Buckingham Strategic Wealth
Missouri
$608K
NP
31
NorthRock Partners
Minnesota
$549K +$272K +6,770 +108%
KAS
32
Kestra Advisory Services
Texas
$528K +$146K +3,624 +41%
EWA
33
Emergent Wealth Advisors
New York
$518K +$18K +448 +4%
MFG
34
Magnus Financial Group
New York
$509K +$165K +4,104 +51%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$507K -$19.2K -477 -4%
VW
36
Veridan Wealth
Oregon
$505K +$426K +10,596 New
SFC
37
Sprinkle Financial Consultants
Colorado
$491K +$470K +11,681 New
SS
38
Sunbelt Securities
Texas
$485K -$25.8K -642 -5%
CFGA
39
Cambridge Financial Group (Arizona)
Arizona
$482K
ADL
40
Asset Dedication LLC
California
$482K +$461K +11,454 New
Mariner
41
Mariner
Kansas
$477K +$158K +3,924 +53%
DJSG
42
D.J. St. Germain
Massachusetts
$451K -$18.2K -453 -4%
HFA
43
Highland Financial Advisors
New Jersey
$448K +$7.93K +197 +2%
Pathstone Holdings
44
Pathstone Holdings
New Jersey
$428K
WWA
45
WCG Wealth Advisors
Nevada
$426K
HI
46
Human Investing
Oregon
$424K -$563 -14 -0.1%
NL
47
Navalign LLC
California
$411K +$17.8K +442 +5%
BMM
48
Buffington Mohr McNeal
Idaho
$389K +$373K +9,262 New
NC
49
Napatree Capital
Rhode Island
$381K
MWM
50
Merriman Wealth Management
Washington
$378K -$48.4K -1,203 -12%

XVV Hedge Fund Activity: Q2 2024 in Review

90 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P 500 ETF (XVV) for Q2 2024, worth a combined $118M — down 11% from $133M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new XVV positions and 4 closed out — a net gain of 12 holders — while 29 added to existing stakes and 22 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.18M. The largest seller was Retirement Capital Strategies, cutting an estimated $24.2M.

  • 90 institutional investors held iShares ESG Screened S&P 500 ETF (XVV) as of Q2 2024, up from 79 in Q1 2024.
  • Funds reported $118M of iShares ESG Screened S&P 500 ETF stock for Q2 2024, down 11% quarter-over-quarter.
  • 16 funds opened new iShares ESG Screened S&P 500 ETF positions in Q2 2024 and 4 closed out, a net change of +12 holders.
  • The largest iShares ESG Screened S&P 500 ETF buyer in Q2 2024 was LPL Financial, an estimated $3.18M added.
  • The largest iShares ESG Screened S&P 500 ETF seller in Q2 2024 was Retirement Capital Strategies, an estimated $24.2M sold.

Based on aggregated 13F filings for Q2 2024.