iShares ESG Screened S&P 500 ETF
XVV
XVV
60 hedge funds and large institutions have $161M invested in iShares ESG Screened S&P 500 ETF in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 23 increasing their positions, 7 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
more ownership
Funds ownership: →
15% more capital invested
Capital invested by funds: $140M → $161M (+$21.2M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Holders
60
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$5.63M | |
| 2 | +$3.33M | |
| 3 | +$988K | |
| 4 |
NYLIM
New York Life Investment Management
New York
|
+$854K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$785K |
Top Sellers
| 1 | -$2M | |
| 2 | -$993K | |
| 3 | -$184K | |
| 4 |
SWM
Selective Wealth Management
Forest,
Virginia
|
-$124K |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
-$114K |