XVV icon

iShares ESG Screened S&P 500 ETF

127 hedge funds and large institutions have $374M invested in iShares ESG Screened S&P 500 ETF in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
51
Emergent Wealth Advisors
New York
$613K
ADL
52
Asset Dedication LLC
California
$604K
BFS
53
Bradley Foster & Sargent
Connecticut
$567K
FFP
54
Freedom Financial Partners
Minnesota
$566K
CGFA
55
Colton Groome Financial Advisors
North Carolina
$554K
Jane Street
56
Jane Street
New York
$552K
VW
57
Veridan Wealth
Oregon
$551K
Pathstone Holdings
58
Pathstone Holdings
New Jersey
$536K
WWA
59
WCG Wealth Advisors
Nevada
$528K
CFGA
60
Cambridge Financial Group (Arizona)
Arizona
$519K
TPF
61
Tribridge Partners Financial
Maryland
$508K
BDF
62
Black Diamond Financial
Maryland
$488K
Osaic Holdings
63
Osaic Holdings
Arizona
$477K
MRP
64
Measured Risk Portfolios
California
$477K
PAG
65
Private Advisor Group
New Jersey
$474K
Betterment LLC
66
Betterment LLC
New York
$472K
NL
67
Navalign LLC
California
$469K
CWS
68
Confluence Wealth Services
Pennsylvania
$456K
NA
69
NewEdge Advisors
Louisiana
$440K
DJSG
70
D.J. St. Germain
Massachusetts
$403K
SPC
71
Sigma Planning Corp
Michigan
$382K
VAMG
72
Voisard Asset Management Group
Michigan
$380K
EIG
73
Ellenbecker Investment Group
Wisconsin
$373K
PFA
74
Pettinga Financial Advisors
Indiana
$362K
MBT
75
Montecito Bank & Trust
California
$335K