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iShares ESG Screened S&P 500 ETF

117 hedge funds and large institutions have $162M invested in iShares ESG Screened S&P 500 ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

23% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 31

13% more capital invested

Capital invested by funds: $144M → $162M (+$18.3M)

5% more funds holding

Funds holding: 111117 (+6)

0.32% more ownership

Funds ownership: 34.18%34.5% (+0.32%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
117
Holders Change
+6
Holders Change %
+5.41%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
38
Reduced
31
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
51
Bradley Foster & Sargent
Connecticut
$539K
Pathstone Holdings
52
Pathstone Holdings
New Jersey
$524K
WWA
53
WCG Wealth Advisors
Nevada
$516K -$5K -101 -1%
CGFA
54
Colton Groome Financial Advisors
North Carolina
$507K +$59.9K +1,210 +14%
NL
55
Navalign LLC
California
$507K
TPF
56
Tribridge Partners Financial
Maryland
$478K
BDF
57
Black Diamond Financial
Maryland
$477K +$459K +9,265 New
MRP
58
Measured Risk Portfolios
California
$467K
NA
59
NewEdge Advisors
Louisiana
$462K -$990 -20 -0.2%
Osaic Holdings
60
Osaic Holdings
Arizona
$454K -$45.4K -918 -9%
PAG
61
Private Advisor Group
New Jersey
$431K +$94.3K +1,905 +30%
CWS
62
Confluence Wealth Services
Pennsylvania
$428K -$81.7K -1,650 -17%
PFA
63
Pettinga Financial Advisors
Indiana
$421K +$404K +8,163 New
DJSG
64
D.J. St. Germain
Massachusetts
$394K
SPC
65
Sigma Planning Corp
Michigan
$393K -$29.5K -596 -7%
EIG
66
Ellenbecker Investment Group
Wisconsin
$380K +$4.31K +87 +1%
AIA
67
Armor Investment Advisors
North Carolina
$359K +$13.3K +268 +4%
Corient Private Wealth
68
Corient Private Wealth
Florida
$339K +$347 +7 +0.1%
GPW
69
Gray Private Wealth
Massachusetts
$339K
MBT
70
Montecito Bank & Trust
California
$328K +$315K +6,364 New
CAG
71
Curtis Advisory Group
California
$326K +$313K +6,326 New
DWM
72
Dakota Wealth Management
Florida
$325K +$792 +16 +0.3%
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$325K +$312K +6,301 New
TDWM
74
Topel & Distasi Wealth Management
California
$319K -$28.3K -571 -8%
CSP
75
Cary Street Partners
Virginia
$303K +$18.2K +367 +7%

XVV Hedge Fund Activity: Q3 2025 in Review

117 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P 500 ETF (XVV) for Q3 2025, worth a combined $162M — up 13% from $144M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new XVV positions and 7 closed out — a net gain of 10 holders — while 38 added to existing stakes and 31 trimmed.

The largest buyer was Brown Advisory, opening a new position worth an estimated $7.9M. The largest seller was Two Sigma Investments, exiting entirely with an estimated $1.94M sold.

  • 117 institutional investors held iShares ESG Screened S&P 500 ETF (XVV) as of Q3 2025, up from 111 in Q2 2025.
  • Funds reported $162M of iShares ESG Screened S&P 500 ETF stock for Q3 2025, up 13% quarter-over-quarter.
  • 17 funds opened new iShares ESG Screened S&P 500 ETF positions in Q3 2025 and 7 closed out, a net change of +10 holders.
  • The largest iShares ESG Screened S&P 500 ETF buyer in Q3 2025 was Brown Advisory, an estimated $7.9M added.
  • The largest iShares ESG Screened S&P 500 ETF seller in Q3 2025 was Two Sigma Investments, an estimated $1.94M sold.

Based on aggregated 13F filings for Q3 2025.