iShares ESG Screened S&P 500 ETF
XVV
57 hedge funds and large institutions have $96.4M invested in iShares ESG Screened S&P 500 ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
65% more capital invested
Capital invested by funds: $58.3M → $96.4M (+$38.1M)
23% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 13
8% more funds holding
Funds holding: 53 → 57 (+4)
6.18% more ownership
Funds ownership: 43.38% → 49.56% (+6.2%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCS
Retirement Capital Strategies
San Jose,
California
|
+$23.9M |
| 2 |
BCM
Becker Capital Management
Portland,
Oregon
|
+$3.83M |
| 3 |
Jane Street
New York
|
+$2.61M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$561K |
| 5 |
MBI
Montrusco Bolton Investments
Montreal,
Quebec, Canada
|
+$328K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$599K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$397K |
| 3 |
BWP
BSW Wealth Partners
Boulder,
Colorado
|
-$177K |
| 4 |
NYLIM
New York Life Investment Management
New York
|
-$116K |
| 5 |
UFA
US Financial Advisors
Braintree,
Massachusetts
|
-$105K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
UBS Group
Zurich,
Switzerland
| $14.6K | -$47.2K | -1,488 | -77% |
|
|
MIA
52
Milestone Investment Advisors
Middleton,
Wisconsin
| $10.1K | – | – | – |
|
|
SWM
53
Spire Wealth Management
Mclean,
Virginia
| $9.74K | – | – | – |
|
|
ST
54
Smithfield Trust
Pittsburgh,
Pennsylvania
| $7K | – | – | – |
|
|
BWM
55
Baystate Wealth Management
Boston,
Massachusetts
| $5.68K | – | – | – |
|
|
FWM
56
Focused Wealth Management
Newburgh,
New York
| $5.51K | +$5.17K | +163 | New |
|
|
FFA
57
Farther Finance Advisors
San Francisco,
California
| $4.09K | +$1.75K | +55 | +83% |
|
|
58
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$599K | -19,402 | Closed |
|
|
59
Citadel Advisors
Miami,
Florida
| – | -$397K | -12,852 | Closed |
|
|
FDCDDQ
60
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| – | -$12.4K | -400 | Closed |
|
XVV Hedge Fund Activity: Q2 2023 in Review
57 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P 500 ETF (XVV) for Q2 2023, worth a combined $96.4M — up 65% from $58.3M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new XVV positions and 3 closed out — a net gain of 4 holders — while 16 added to existing stakes and 13 trimmed.
The largest buyer was Retirement Capital Strategies, opening a new position worth an estimated $23.9M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $599K sold.
- 57 institutional investors held iShares ESG Screened S&P 500 ETF (XVV) as of Q2 2023, up from 53 in Q1 2023.
- Funds reported $96.4M of iShares ESG Screened S&P 500 ETF stock for Q2 2023, up 65% quarter-over-quarter.
- 7 funds opened new iShares ESG Screened S&P 500 ETF positions in Q2 2023 and 3 closed out, a net change of +4 holders.
- The largest iShares ESG Screened S&P 500 ETF buyer in Q2 2023 was Retirement Capital Strategies, an estimated $23.9M added.
- The largest iShares ESG Screened S&P 500 ETF seller in Q2 2023 was Susquehanna International Group, an estimated $599K sold.
Based on aggregated 13F filings for Q2 2023.