iShares ESG Screened S&P 500 ETF
XVV
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.
Holders
57
Holders Change
+4
Holders Change %
+7.55%
% of All Funds
0.9%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
16
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
51
UBS Group
Zurich,
Switzerland
| $14.6K | 433 | -1,488 | -77% |
|
|
MIA
52
Milestone Investment Advisors
Middleton,
Wisconsin
| $10.1K | 300 | – | – |
|
|
SWM
53
Spire Wealth Management
Mclean,
Virginia
| $9.74K | 288 | – | – |
|
|
ST
54
Smithfield Trust
Pittsburgh,
Pennsylvania
| $7K | 203 | – | – |
|
|
BWM
55
Baystate Wealth Management
Boston,
Massachusetts
| $5.68K | 167 | – | – |
|
|
FWM
56
Focused Wealth Management
Newburgh,
New York
| $5.51K | 163 | +163 | New |
|
|
FFA
57
Farther Finance Advisors
San Francisco,
California
| $4.09K | 121 | +55 | +83% |
|
58
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | – | -19,402 | Closed |
|
59
Citadel Advisors
Miami,
Florida
| – | – | -12,852 | Closed |
|
|
FDCDDQ
60
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| – | – | -400 | Closed |
|
|
CFGS
61
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|