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iShares ESG Screened S&P 500 ETF
XVV

109 hedge funds and large institutions have $135M invested in iShares ESG Screened S&P 500 ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 23 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 3

74% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 23

11% more funds holding

Funds holding: 98 → 109 (+11)

8% more capital invested

Capital invested by funds: $126M → $135M (+$9.69M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.06% less ownership

Funds ownership: 45.94% → 43.88% (-2.1%)

Holders
109
Holders Change
+11
Holders Change %
+11.22%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
40
Reduced
23
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Two Sigma Investments
Two Sigma Investments
New York
+$2.71M
2
AWM
Apollon Wealth Management
South Carolina
+$1.28M
3
KWA
Kingswood Wealth Advisors
California
+$685K
4
JFA
JNBA Financial Advisors
Minnesota
+$603K
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$561K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$1.75M
2
Jane Street
Jane Street
New York
-$716K
3
FWM
Focused Wealth Management
New York
-$504K
4
BFO
Biltmore Family Office
North Carolina
-$493K
5
Bank of America
Bank of America
North Carolina
-$460K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.2M -$1.18K -26 -0.1%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$1.08M +$51K +1,121 +5%
MML Investors Services
28
MML Investors Services
Massachusetts
$1.03M +$87.9K +1,933 +9%
MCM
29
MAI Capital Management
Ohio
$985K +$7.5K +165 +0.8%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$922K +$238K +5,235 +35%
FYW
31
Future You Wealth
New York
$920K +$924K +20,320 New
KAS
32
Kestra Advisory Services
Texas
$915K +$85.9K +1,889 +10%
MFG
33
Magnus Financial Group
New York
$859K +$178K +3,919 +26%
TFO
34
Tarbox Family Office
California
$845K -$17.1K -376 -2%
FS
35
Ferguson Shapiro
Georgia
$708K +$69.1K +1,519 +11%
KWA
36
Kingswood Wealth Advisors
California
$683K +$685K +15,068 New
Focus Partners Wealth
37
Focus Partners Wealth
Massachusetts
$655K – – –
SMA
38
Sage Mountain Advisors
Georgia
$637K +$31.1K +683 +5%
VW
39
Veridan Wealth
Oregon
$621K +$612K +13,458 New
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$559K +$561K +12,347 New
EWA
41
Emergent Wealth Advisors
New York
$557K – – –
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$545K -$3.41K -75 -0.6%
CAM
43
Cresset Asset Management
Illinois
$543K +$292K +6,427 +115%
Mariner
44
Mariner
Kansas
$533K +$22.2K +489 +4%
SFC
45
Sprinkle Financial Consultants
Colorado
$532K +$1.64K +36 +0.3%
ADL
46
Asset Dedication LLC
California
$519K – – –
CFGA
47
Cambridge Financial Group (Arizona)
Arizona
$519K – – –
SS
48
Sunbelt Securities
Texas
$514K -$10.1K -223 -2%
BMM
49
Buffington Mohr McNeal
Idaho
$510K +$90.9K +2,000 +22%
HFA
50
Highland Financial Advisors
New Jersey
$508K +$47.6K +1,046 +10%
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XVV Hedge Fund Activity: Q4 2024 in Review

109 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P 500 ETF (XVV) for Q4 2024, worth a combined $135M — up 7.7% from $126M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new XVV positions and 3 closed out — a net gain of 14 holders — while 40 added to existing stakes and 23 trimmed.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $2.71M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.75M sold.

  • 109 institutional investors held iShares ESG Screened S&P 500 ETF (XVV) as of Q4 2024, up from 98 in Q3 2024.
  • Funds reported $135M of iShares ESG Screened S&P 500 ETF stock for Q4 2024, up 7.7% quarter-over-quarter.
  • 17 funds opened new iShares ESG Screened S&P 500 ETF positions in Q4 2024 and 3 closed out, a net change of +14 holders.
  • The largest iShares ESG Screened S&P 500 ETF buyer in Q4 2024 was Two Sigma Investments, an estimated $2.71M added.
  • The largest iShares ESG Screened S&P 500 ETF seller in Q4 2024 was Citadel Advisors, an estimated $1.75M sold.

Based on aggregated 13F filings for Q4 2024.