iShares ESG Screened S&P 500 ETF
XVV
111 hedge funds and large institutions have $144M invested in iShares ESG Screened S&P 500 ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 28 reducing their positions, and 5 closing their positions.
140% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 5
50% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 28
12% more capital invested
Capital invested by funds: $129M → $144M (+$15M)
2% more funds holding
Funds holding: 109 → 111 (+2)
8.5% less ownership
Funds ownership: 42.67% → 34.18% (-8.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.03M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.02M |
| 3 |
SS
Sound Stewardship
Overland Park,
Kansas
|
+$821K |
| 4 |
JP Morgan Chase
New York
|
+$702K |
| 5 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$494K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCP
Wick Capital Partners
Wayne,
Pennsylvania
|
-$1.02M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
-$957K |
| 3 |
BWP
BSW Wealth Partners
Boulder,
Colorado
|
-$693K |
| 4 |
Two Sigma Investments
New York
|
-$659K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$598K |
XVV Hedge Fund Activity: Q2 2025 in Review
111 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P 500 ETF (XVV) for Q2 2025, worth a combined $144M — up 12% from $129M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new XVV positions and 5 closed out — a net gain of 7 holders — while 42 added to existing stakes and 28 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $1.03M. The largest seller was Wick Capital Partners, cutting an estimated $1.02M.
- 111 institutional investors held iShares ESG Screened S&P 500 ETF (XVV) as of Q2 2025, up from 109 in Q1 2025.
- Funds reported $144M of iShares ESG Screened S&P 500 ETF stock for Q2 2025, up 12% quarter-over-quarter.
- 12 funds opened new iShares ESG Screened S&P 500 ETF positions in Q2 2025 and 5 closed out, a net change of +7 holders.
- The largest iShares ESG Screened S&P 500 ETF buyer in Q2 2025 was Jane Street, an estimated $1.03M added.
- The largest iShares ESG Screened S&P 500 ETF seller in Q2 2025 was Wick Capital Partners, an estimated $1.02M sold.
Based on aggregated 13F filings for Q2 2025.