iShares ESG Screened S&P 500 ETF
XVV
53 hedge funds and large institutions have $58.3M invested in iShares ESG Screened S&P 500 ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 12 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
6% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 16
12% less funds holding
Funds holding: 60 → 53 (-7)
29.69% less ownership
Funds ownership: 73.08% → 43.38% (-30%)
33% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 12
64% less capital invested
Capital invested by funds: $161M → $58.3M (-$103M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MBI
Montrusco Bolton Investments
Montreal,
Quebec, Canada
|
+$1.31M |
| 2 |
BMD
Better Money Decisions
Santa Fe,
New Mexico
|
+$394K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$385K |
| 4 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
+$303K |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$302K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$98.4M |
| 2 |
Lido Advisors
Los Angeles,
California
|
-$5.63M |
| 3 |
NYLIM
New York Life Investment Management
New York
|
-$1.47M |
| 4 |
CAM
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
-$908K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$660K |
XVV Hedge Fund Activity: Q1 2023 in Review
53 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P 500 ETF (XVV) for Q1 2023, worth a combined $58.3M — down 64% from $161M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of XVV and 8 opened new positions — a net loss of 4 holders — while 16 trimmed existing stakes and 17 added.
The largest buyer was Montrusco Bolton Investments, adding an estimated $1.31M. The largest seller was Goldman Sachs, exiting entirely with an estimated $98.4M sold.
- 53 institutional investors held iShares ESG Screened S&P 500 ETF (XVV) as of Q1 2023, down from 60 in Q4 2022.
- Funds reported $58.3M of iShares ESG Screened S&P 500 ETF stock for Q1 2023, down 64% quarter-over-quarter.
- 8 funds opened new iShares ESG Screened S&P 500 ETF positions in Q1 2023 and 12 closed out, a net change of -4 holders.
- The largest iShares ESG Screened S&P 500 ETF buyer in Q1 2023 was Montrusco Bolton Investments, an estimated $1.31M added.
- The largest iShares ESG Screened S&P 500 ETF seller in Q1 2023 was Goldman Sachs, an estimated $98.4M sold.
Based on aggregated 13F filings for Q1 2023.