iShares ESG Screened S&P 500 ETF
XVV
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97 hedge funds and large institutions have $125M invested in iShares ESG Screened S&P 500 ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 4 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 capital invested
Capital invested by funds: $ → $
less ownership
Funds ownership: →
18% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 28
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Holders
97
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$1.75M | |
| 2 | +$1.01M | |
| 3 | +$777K | |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$668K |
| 5 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$639K |
Top Sellers
| 1 | -$4.16M | |
| 2 | -$896K | |
| 3 | -$655K | |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$294K |
| 5 |
UFA
US Financial Advisors
Braintree,
Massachusetts
|
-$278K |