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iShares ESG Screened S&P 500 ETF
XVV

60 hedge funds and large institutions have $74.5M invested in iShares ESG Screened S&P 500 ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

5% more funds holding

Funds holding: 57 → 60 (+3)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

6% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 18

1.75% less ownership

Funds ownership: 49.56% → 47.81% (-1.7%)

23% less capital invested

Capital invested by funds: $96.4M → $74.5M (-$21.9M)

Holders
60
Holders Change
+3
Holders Change %
+5.26%
% of All Funds
0.95%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
17
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCM
Becker Capital Management
Oregon
+$2.27M
2
BSW
Buckingham Strategic Wealth
Missouri
+$489K
3
TFO
Tarbox Family Office
California
+$474K
4
MBI
Montrusco Bolton Investments
Quebec, Canada
+$474K
5
SS
Sunbelt Securities
Texas
+$419K

Top Sellers

Rank Fund Capital Flow
1
RCS
Retirement Capital Strategies
California
-$21.1M
2
Jane Street
Jane Street
New York
-$2.04M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$341K
4
KWA
KCS Wealth Advisory
California
-$316K
5
LFG
Leverty Financial Group
Wisconsin
-$245K
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
51
NewEdge Advisors
Louisiana
$73.9K +$77.2K +2,278 New
AF
52
Advisornet Financial
Minnesota
$45.5K +$14.4K +424 +43%
JFA
53
JNBA Financial Advisors
Minnesota
$45.3K +$7.69K +227 +19%
UBS Group
54
UBS Group
Switzerland
$27.7K +$14.3K +422 +97%
MIA
55
Milestone Investment Advisors
Wisconsin
$9.73K – – –
SWM
56
Spire Wealth Management
Virginia
$9.34K – – –
ST
57
Smithfield Trust
Pennsylvania
$7K – – –
BWM
58
Baystate Wealth Management
Massachusetts
$5.45K – – –
FWM
59
Focused Wealth Management
New York
$5.29K – – –
Morgan Stanley
60
Morgan Stanley
New York
$2.95K +$3.05K +90 New
FFA
61
Farther Finance Advisors
California
$9 -$4.1K -121 Closed
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
– -$341K -10,074 Closed
KWA
63
KCS Wealth Advisory
California
– -$316K -9,346 Closed
CWM
64
Cornerstone Wealth Management
Missouri
– -$228K -6,745 Closed
CAAS
65
Capital Asset Advisory Services
Michigan
– -$203K -5,933 Closed
1 2
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XVV Hedge Fund Activity: Q3 2023 in Review

60 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P 500 ETF (XVV) for Q3 2023, worth a combined $74.5M — down 23% from $96.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new XVV positions and 5 closed out — a net gain of 3 holders — while 17 added to existing stakes and 18 trimmed.

The largest buyer was Becker Capital Management, adding an estimated $2.27M. The largest seller was Retirement Capital Strategies, cutting an estimated $21.1M.

  • 60 institutional investors held iShares ESG Screened S&P 500 ETF (XVV) as of Q3 2023, up from 57 in Q2 2023.
  • Funds reported $74.5M of iShares ESG Screened S&P 500 ETF stock for Q3 2023, down 23% quarter-over-quarter.
  • 8 funds opened new iShares ESG Screened S&P 500 ETF positions in Q3 2023 and 5 closed out, a net change of +3 holders.
  • The largest iShares ESG Screened S&P 500 ETF buyer in Q3 2023 was Becker Capital Management, an estimated $2.27M added.
  • The largest iShares ESG Screened S&P 500 ETF seller in Q3 2023 was Retirement Capital Strategies, an estimated $21.1M sold.

Based on aggregated 13F filings for Q3 2023.