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iShares ESG Screened S&P 500 ETF
XVV

109 hedge funds and large institutions have $129M invested in iShares ESG Screened S&P 500 ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 37 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

12% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 33

0% more funds holding

Funds holding: 109 → 109 (0)

5% less capital invested

Capital invested by funds: $135M → $129M (-$6.52M)

1.21% less ownership

Funds ownership: 43.88% → 42.67% (-1.2%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
109
Holders Change
–
Holders Change %
0%
% of All Funds
1.46%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
37
Reduced
33
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$1.35M
2
BCM
Becker Capital Management
Oregon
+$1.23M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$897K
4
IWC
Integrated Wealth Concepts
Massachusetts
+$480K
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$453K

Top Sellers

Rank Fund Capital Flow
1
M&T Bank
M&T Bank
New York
-$2.02M
2
RCS
Retirement Capital Strategies
California
-$1.15M
3
KWA
Kingswood Wealth Advisors
California
-$683K
4
AIM
Archer Investment Management
Texas
-$515K
5
SS
Sunbelt Securities
Texas
-$469K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.06M -$72.3K -1,597 -6%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$990K -$35.2K -778 -3%
MML Investors Services
28
MML Investors Services
Massachusetts
$971K -$317 -7 -0%
FYW
29
Future You Wealth
New York
$958K +$93.3K +2,061 +10%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$957K +$453K +10,013 +81%
TFO
31
Tarbox Family Office
California
$948K +$159K +3,509 +19%
MCM
32
MAI Capital Management
Ohio
$920K -$11.6K -256 -1%
KAS
33
Kestra Advisory Services
Texas
$899K +$37.1K +820 +4%
MFG
34
Magnus Financial Group
New York
$833K +$22.5K +497 +3%
AIM
35
Archer Investment Management
Texas
$791K -$515K -11,365 -38%
FS
36
Ferguson Shapiro
Georgia
$703K +$36.3K +801 +5%
SMA
37
Sage Mountain Advisors
Georgia
$665K +$66.4K +1,467 +10%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$598K -$289K -6,377 -31%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$539K +$26K +575 +5%
CAM
40
Cresset Asset Management
Illinois
$513K – – –
SFC
41
Sprinkle Financial Consultants
Colorado
$504K +$1.36K +30 +0.3%
EWA
42
Emergent Wealth Advisors
New York
$497K -$30.8K -680 -6%
ADL
43
Asset Dedication LLC
California
$490K – – –
CFGA
44
Cambridge Financial Group (Arizona)
Arizona
$490K – – –
BMM
45
Buffington Mohr McNeal
Idaho
$482K – – –
Mariner
46
Mariner
Kansas
$477K -$27.8K -615 -5%
VW
47
Veridan Wealth
Oregon
$465K -$118K -2,597 -19%
PWM
48
Parkworth Wealth Management
California
$455K -$13.9K -308 -3%
IWC
49
Integrated Wealth Concepts
Massachusetts
$454K +$480K +10,607 New
NC
50
Napatree Capital
Rhode Island
$447K +$14.5K +321 +3%
1
2
3 4 5

XVV Hedge Fund Activity: Q1 2025 in Review

109 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P 500 ETF (XVV) for Q1 2025, worth a combined $129M — down 4.8% from $135M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new XVV positions and 9 closed out — a net gain of 2 holders — while 37 added to existing stakes and 33 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.35M. The largest seller was M&T Bank, exiting entirely with an estimated $2.02M sold.

  • 109 institutional investors held iShares ESG Screened S&P 500 ETF (XVV) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $129M of iShares ESG Screened S&P 500 ETF stock for Q1 2025, down 4.8% quarter-over-quarter.
  • 11 funds opened new iShares ESG Screened S&P 500 ETF positions in Q1 2025 and 9 closed out, a net change of +2 holders.
  • The largest iShares ESG Screened S&P 500 ETF buyer in Q1 2025 was LPL Financial, an estimated $1.35M added.
  • The largest iShares ESG Screened S&P 500 ETF seller in Q1 2025 was M&T Bank, an estimated $2.02M sold.

Based on aggregated 13F filings for Q1 2025.