XVV icon

iShares ESG Screened S&P 500 ETF

88 hedge funds and large institutions have $117M invested in iShares ESG Screened S&P 500 ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+11
Holders Change %
+14.29%
% of All Funds
1.28%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
16
Increased
28
Reduced
22
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MBT
51
Montecito Bank & Trust
California
$335K -$13.5K -321 -4%
SPC
52
Sigma Planning Corp
Michigan
$330K +$21.1K +502 +7%
RF
53
RHS Financial
California
$310K -$17.5K -416 -5%
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$310K +$310K +7,363 New
TDWM
55
Topel & Distasi Wealth Management
California
$295K
Osaic Holdings
56
Osaic Holdings
Arizona
$284K -$1.01K -24 -0.4%
AIA
57
Armor Investment Advisors
North Carolina
$281K -$196K -4,654 -41%
Jane Street
58
Jane Street
New York
$277K -$1.35M -32,000 -83%
CA
59
Crane Advisory
California
$276K -$7.39K -172 -3%
EIG
60
Ellenbecker Investment Group
Wisconsin
$250K +$1.6K +38 +0.6%
DWM
61
Dakota Wealth Management
Florida
$248K +$11.3K +268 +5%
EGWAG
62
Elwood & Goetz Wealth Advisory Group
Georgia
$243K +$243K +5,770 New
LFG
63
Leverty Financial Group
Wisconsin
$234K -$48.2K -1,145 -17%
TAM
64
Townsend Asset Management
North Carolina
$228K +$505 +12 +0.2%
CFS
65
CRA Financial Services
New Jersey
$222K +$222K +5,278 New
MCM
66
Monument Capital Management
Virginia
$206K -$30.9K -735 -13%
CGFA
67
Colton Groome Financial Advisors
North Carolina
$205K +$205K +4,870 New
SWM
68
Sagace Wealth Management
Florida
$203K +$203K +4,740 New
CWS
69
Confluence Wealth Services
Pennsylvania
$203K +$203K +4,816 New
GBT
70
Grove Bank & Trust
Florida
$162K
US Bancorp
71
US Bancorp
Minnesota
$144K +$98.4K +2,340 +214%
MJRIC
72
Mogy Joel R Investment Counsel
California
$141K
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$140K
AIA
74
Arcadia Investment Advisors
Idaho
$138K
HI
75
Harbour Investments
Wisconsin
$112K