XVV icon

iShares ESG Screened S&P 500 ETF

108 hedge funds and large institutions have $128M invested in iShares ESG Screened S&P 500 ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 37 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
Holders Change %
0%
% of All Funds
1.47%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
37
Reduced
32
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Osaic Holdings
51
Osaic Holdings
Arizona
$435K +$170K +3,965 +64%
WWA
52
WCG Wealth Advisors
Nevada
$433K
HI
53
Human Investing
Oregon
$422K -$5.35K -125 -1%
NL
54
Navalign LLC
California
$420K
HFA
55
Highland Financial Advisors
New Jersey
$415K -$64.6K -1,510 -13%
CWS
56
Confluence Wealth Services
Pennsylvania
$407K +$22.4K +545 +6%
LFG
57
Leverty Financial Group
Wisconsin
$405K -$8.69K -203 -2%
MRP
58
Measured Risk Portfolios
California
$398K
DJSG
59
D.J. St. Germain
Massachusetts
$395K -$6.72K -157 -2%
JPMorgan Chase & Co
60
JPMorgan Chase & Co
New York
$386K +$191K +4,461 +98%
RF
61
RHS Financial
California
$380K +$9.84K +230 +3%
CGFA
62
Colton Groome Financial Advisors
North Carolina
$369K +$98.2K +2,305 +36%
HFO
63
Heritage Family Offices
Arizona
$357K
FFP
64
Freedom Financial Partners
Minnesota
$344K +$93.7K +2,189 +37%
SPC
65
Sigma Planning Corp
Michigan
$325K -$2.1K -49 -0.6%
EIG
66
Ellenbecker Investment Group
Wisconsin
$309K +$1.88K +44 +0.6%
TDWM
67
Topel & Distasi Wealth Management
California
$289K +$941 +22 +0.3%
AIA
68
Armor Investment Advisors
North Carolina
$287K
Wealth Enhancement Advisory Services
69
Wealth Enhancement Advisory Services
Minnesota
$286K +$12.7K +297 +5%
GPW
70
Gray Private Wealth
Massachusetts
$281K +$281K +6,576 New
PCM
71
Presidio Capital Management
California
$277K +$277K +6,484 New
MBT
72
Montecito Bank & Trust
California
$272K
DWM
73
Dakota Wealth Management
Florida
$268K +$685 +16 +0.3%
CA
74
Crane Advisory
California
$256K +$2.86K +70 +1%
EGWAG
75
Elwood & Goetz Wealth Advisory Group
Georgia
$247K -$12.9K -302 -5%