XVV icon

iShares ESG Screened S&P 500 ETF
XVV

Overview Fund Activity

109 hedge funds and large institutions have $143M invested in iShares ESG Screened S&P 500 ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 27 reducing their positions, and 4 closing their positions.

Holders
109
Holders Change
+2
Holders Change %
+1.87%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
12
Increased
43
Reduced
27
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$1.12M
2
LPL Financial
2
LPL Financial
California
$9.38M
3
SS
3
Sound Stewardship
Kansas
$892K
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.19M
5
EWA
5
EP Wealth Advisors
California
$537K

Top Sellers

1
WCP
1
Wick Capital Partners
Pennsylvania
$1.43M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$0
3
BWP
3
BSW Wealth Partners
Colorado
$3.35M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$1.94M
5
RCS
5
Retirement Capital Strategies
California
$734K
Name Market Value Shares Shares
Change 		Shares
Change %
BFS
51
Bradley Foster & Sargent
Connecticut
$499K 10,458 +10,458 New
Pathstone Holdings
52
Pathstone Holdings
New Jersey
$485K 10,173 – –
WWA
53
WCG Wealth Advisors
Nevada
$483K 10,125 – –
CWS
54
Confluence Wealth Services
Pennsylvania
$475K 9,958 +42 +0.4%
HI
55
Human Investing
Oregon
$472K 9,903 +31 +0.3%
NL
56
Navalign LLC
California
$469K 9,837 +14 +0.1%
LFG
57
Leverty Financial Group
Wisconsin
$451K 9,463 – –
TPF
58
Tribridge Partners Financial
Maryland
$441K 9,250 +9,250 New
MRP
59
Measured Risk Portfolios
California
$432K 9,056 -250 -3%
Citadel Advisors
60
Citadel Advisors
Florida
$432K 9,056 +9,056 New
NA
61
NewEdge Advisors
Louisiana
$428K 8,979 +6,701 +294%
CGFA
62
Colton Groome Financial Advisors
North Carolina
$412K 8,630 -25 -0.3%
SPC
63
Sigma Planning Corp
Michigan
$392K 8,217 +619 +8%
DJSG
64
D.J. St. Germain
Massachusetts
$365K 7,649 -1,595 -17%
HFO
65
Heritage Family Offices
Arizona
$355K 8,335 – –
EIG
66
Ellenbecker Investment Group
Wisconsin
$348K 7,291 +72 +1%
TDWM
67
Topel & Distasi Wealth Management
California
$322K 6,758 – –
AIA
68
Armor Investment Advisors
North Carolina
$320K 6,704 – –
Corient Private Wealth
69
Corient Private Wealth
Florida
$314K 6,580 +6,580 New
GPW
70
Gray Private Wealth
Massachusetts
$314K 6,576 – –
PAG
71
Private Advisor Group
New Jersey
$308K 6,457 +1,134 +21%
DWM
72
Dakota Wealth Management
Florida
$300K 6,286 +14 +0.2%
EGWAG
73
Elwood & Goetz Wealth Advisory Group
Georgia
$284K 5,945 +174 +3%
Wealth Enhancement Advisory Services
74
Wealth Enhancement Advisory Services
Minnesota
$283K 5,865 -811 -12%
GRP
75
Global Retirement Partners
California
$269K 5,637 +5,637 New
1 2
3
4 5