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iShares ESG Screened S&P 500 ETF
XVV

128 hedge funds and large institutions have $375M invested in iShares ESG Screened S&P 500 ETF in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

131% more capital invested

Capital invested by funds: $162M → $375M (+$213M)

64% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 28

9% more funds holding

Funds holding: 117 → 128 (+11)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3.85% less ownership

Funds ownership: 34.5% → 30.65% (-3.8%)

Holders
128
Holders Change
+11
Holders Change %
+9.4%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
20
Increased
46
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DS
DRW Securities
Illinois
+$4.36M
2
LPL Financial
LPL Financial
California
+$1.99M
3
Brown Advisory
Brown Advisory
Maryland
+$1.28M
4
MML Investors Services
MML Investors Services
Massachusetts
+$852K
5
Jane Street
Jane Street
New York
+$547K

Top Sellers

Rank Fund Capital Flow
1
Raymond James Financial
Raymond James Financial
Florida
-$1.09M
2
IWC
Integrated Wealth Concepts
Massachusetts
-$555K
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$533K
4
PCM
Presidio Capital Management
California
-$284K
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$203K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
26
Apollon Wealth Management
South Carolina
$1.52M -$13.3K -254 -0.9%
FC
27
Financial Council
Maryland
$1.48M -$72.7K -1,392 -5%
JP Morgan Chase
28
JP Morgan Chase
New York
$1.48M +$39.1K +749 +3%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.34M -$54.7K -1,047 -4%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$1.27M +$48.1K +922 +4%
Focus Partners Wealth
31
Focus Partners Wealth
Massachusetts
$1.21M +$205K +3,931 +21%
MML Investors Services
32
MML Investors Services
Massachusetts
$1.16M +$852K +16,321 +284%
MCM
33
MAI Capital Management
Ohio
$1.15M +$40.3K +772 +4%
KAS
34
Kestra Advisory Services
Texas
$1.03M -$6.79K -130 -0.7%
MFG
35
Magnus Financial Group
New York
$1.03M -$1.93K -37 -0.2%
CFM
36
Cornerstone Financial Management
Massachusetts
$1.01M +$1M +19,222 New
Mariner
37
Mariner
Kansas
$929K -$12.4K -237 -1%
SMA
38
Sage Mountain Advisors
Georgia
$894K – – –
HI
39
Human Investing
Oregon
$894K +$290K +5,545 +49%
AIM
40
Archer Investment Management
Texas
$838K -$107K -2,049 -11%
SS
41
Sound Stewardship
Kansas
$813K -$193K -3,705 -19%
RCS
42
Retirement Capital Strategies
California
$811K – – –
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$800K +$123K +2,354 +18%
FS
44
Ferguson Shapiro
Georgia
$785K – – –
TFO
45
Tarbox Family Office
California
$747K -$6.32K -121 -0.8%
HFA
46
Highland Financial Advisors
New Jersey
$699K +$37.9K +725 +6%
CAM
47
Cresset Asset Management
Illinois
$672K +$13.8K +265 +2%
SC
48
Savant Capital
Illinois
$663K +$1.41K +27 +0.2%
CAG
49
Curtis Advisory Group
California
$655K +$319K +6,107 +97%
SFC
50
Sprinkle Financial Consultants
Colorado
$626K +$1.83K +35 +0.3%
1
2
3 4 5

XVV Hedge Fund Activity: Q4 2025 in Review

128 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P 500 ETF (XVV) for Q4 2025, worth a combined $375M — up 131% from $162M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new XVV positions and 8 closed out — a net gain of 12 holders — while 46 added to existing stakes and 28 trimmed.

The largest buyer was DRW Securities, opening a new position worth an estimated $4.36M. The largest seller was Raymond James Financial, cutting an estimated $1.09M.

  • 128 institutional investors held iShares ESG Screened S&P 500 ETF (XVV) as of Q4 2025, up from 117 in Q3 2025.
  • Funds reported $375M of iShares ESG Screened S&P 500 ETF stock for Q4 2025, up 131% quarter-over-quarter.
  • 20 funds opened new iShares ESG Screened S&P 500 ETF positions in Q4 2025 and 8 closed out, a net change of +12 holders.
  • The largest iShares ESG Screened S&P 500 ETF buyer in Q4 2025 was DRW Securities, an estimated $4.36M added.
  • The largest iShares ESG Screened S&P 500 ETF seller in Q4 2025 was Raymond James Financial, an estimated $1.09M sold.

Based on aggregated 13F filings for Q4 2025.