We are live on ! Find out more
XVV icon

iShares ESG Screened S&P 500 ETF

117 hedge funds and large institutions have $162M invested in iShares ESG Screened S&P 500 ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

23% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 31

13% more capital invested

Capital invested by funds: $144M → $162M (+$18.3M)

5% more funds holding

Funds holding: 111117 (+6)

0.32% more ownership

Funds ownership: 34.18%34.5% (+0.32%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
117
Holders Change
+6
Holders Change %
+5.41%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
38
Reduced
31
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$1.15M -$173K -3,488 -14%
MCM
27
MAI Capital Management
Ohio
$1.09M -$50.3K -1,016 -5%
KAS
28
Kestra Advisory Services
Texas
$1.01M -$24.2K -489 -2%
MFG
29
Magnus Financial Group
New York
$1.01M +$2.38K +48 +0.2%
SS
30
Sound Stewardship
Kansas
$985K +$21.2K +429 +2%
Focus Partners Wealth
31
Focus Partners Wealth
Massachusetts
$983K -$752K -15,192 -44%
AIM
32
Archer Investment Management
Texas
$925K +$129K +2,615 +17%
Mariner
33
Mariner
Kansas
$921K +$33K +666 +4%
SMA
34
Sage Mountain Advisors
Georgia
$874K +$7.03K +142 +0.8%
RCS
35
Retirement Capital Strategies
California
$792K
FS
36
Ferguson Shapiro
Georgia
$768K -$70.8K -1,431 -9%
TFO
37
Tarbox Family Office
California
$737K +$198 +4 +0%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$683K +$654K +13,212 +29,360%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$661K +$17.3K +349 +3%
SC
40
Savant Capital
Illinois
$646K +$621K +12,547 New
HFA
41
Highland Financial Advisors
New Jersey
$646K +$30.2K +610 +5%
CAM
42
Cresset Asset Management
Illinois
$643K +$4.95K +100 +0.8%
SFC
43
Sprinkle Financial Consultants
Colorado
$610K +$1.39K +28 +0.2%
EWA
44
Emergent Wealth Advisors
New York
$599K
ADL
45
Asset Dedication LLC
California
$590K
CFGA
46
Cambridge Financial Group (Arizona)
Arizona
$590K
HI
47
Human Investing
Oregon
$588K +$75K +1,516 +15%
IWC
48
Integrated Wealth Concepts
Massachusetts
$555K
FFP
49
Freedom Financial Partners
Minnesota
$552K -$396 -8 -0.1%
VW
50
Veridan Wealth
Oregon
$546K +$525K +10,600 New

XVV Hedge Fund Activity: Q3 2025 in Review

117 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P 500 ETF (XVV) for Q3 2025, worth a combined $162M — up 13% from $144M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new XVV positions and 7 closed out — a net gain of 10 holders — while 38 added to existing stakes and 31 trimmed.

The largest buyer was Brown Advisory, opening a new position worth an estimated $7.9M. The largest seller was Two Sigma Investments, exiting entirely with an estimated $1.94M sold.

  • 117 institutional investors held iShares ESG Screened S&P 500 ETF (XVV) as of Q3 2025, up from 111 in Q2 2025.
  • Funds reported $162M of iShares ESG Screened S&P 500 ETF stock for Q3 2025, up 13% quarter-over-quarter.
  • 17 funds opened new iShares ESG Screened S&P 500 ETF positions in Q3 2025 and 7 closed out, a net change of +10 holders.
  • The largest iShares ESG Screened S&P 500 ETF buyer in Q3 2025 was Brown Advisory, an estimated $7.9M added.
  • The largest iShares ESG Screened S&P 500 ETF seller in Q3 2025 was Two Sigma Investments, an estimated $1.94M sold.

Based on aggregated 13F filings for Q3 2025.