iShares ESG Screened S&P 500 ETF
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.
850% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 2
229% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 7
36% more funds holding
Funds holding: 44 → 60 (+16)
19.11% more ownership
Funds ownership: 53.97% → 73.08% (+19%)
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lido Advisors
Los Angeles,
California
|
+$5.67M |
| 2 |
BWP
BSW Wealth Partners
Boulder,
Colorado
|
+$3.35M |
| 3 |
UFA
US Financial Advisors
Braintree,
Massachusetts
|
+$995K |
| 4 |
NYLIM
New York Life Investment Management
New York
|
+$860K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$791K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$2.02M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$993K |
| 3 |
RF
RHS Financial
San Francisco,
California
|
-$186K |
| 4 |
SWM
Selective Wealth Management
Forest,
Virginia
|
-$124K |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
-$115K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SBL
51
Sargent Bickham Lagudis
Boulder,
Colorado
| $8.53K | – | – | – |
|
|
MIA
52
Milestone Investment Advisors
Middleton,
Wisconsin
| $8.53K | +$8.59K | +300 | New |
|
|
MWM
53
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| $8.1K | +$8.16K | +285 | New |
|
|
JFA
54
JNBA Financial Advisors
Bloomington,
Minnesota
| $7.59K | +$4.04K | +141 | +112% |
|
|
ST
55
Smithfield Trust
Pittsburgh,
Pennsylvania
| $6K | +$5.82K | +203 | New |
|
|
BWA
56
Boulder Wealth Advisors
Boulder,
Colorado
| $6K | +$6.16K | +215 | New |
|
|
SPIA
57
Steward Partners Investment Advisory
New York
| $4.86K | -$115K | -4,005 | -96% |
|
58
BlackRock
New York
| $4.66K | +$29 | +1 | +0.6% |
|
|
FFA
59
Farther Finance Advisors
San Francisco,
California
| $1.91K | +$1.92K | +67 | New |
|
60
Fidelity Investments
Boston,
Massachusetts
| $28 | +$29 | +1 | New |
|
|
61
Citadel Advisors
Miami,
Florida
| – | -$993K | -37,026 | Closed |
|
|
SWM
62
Selective Wealth Management
Forest,
Virginia
| – | -$124K | -4,630 | Closed |
|
XVV Hedge Fund Activity: Q4 2022 in Review
60 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P 500 ETF (XVV) for Q4 2022, worth a combined $161M — up 15% from $140M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new XVV positions and 2 closed out — a net gain of 17 holders — while 23 added to existing stakes and 7 trimmed.
The largest buyer was Lido Advisors, opening a new position worth an estimated $5.67M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $2.02M.
- 60 institutional investors held iShares ESG Screened S&P 500 ETF (XVV) as of Q4 2022, up from 44 in Q3 2022.
- Funds reported $161M of iShares ESG Screened S&P 500 ETF stock for Q4 2022, up 15% quarter-over-quarter.
- 19 funds opened new iShares ESG Screened S&P 500 ETF positions in Q4 2022 and 2 closed out, a net change of +17 holders.
- The largest iShares ESG Screened S&P 500 ETF buyer in Q4 2022 was Lido Advisors, an estimated $5.67M added.
- The largest iShares ESG Screened S&P 500 ETF seller in Q4 2022 was Cambridge Investment Research Advisors, an estimated $2.02M sold.
Based on aggregated 13F filings for Q4 2022.