XVV icon

iShares ESG Screened S&P 500 ETF

144 hedge funds and large institutions have $304M invested in iShares ESG Screened S&P 500 ETF in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 58 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
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
TFO
51
Tarbox Family Office
California
$748K
FS
52
Ferguson Shapiro
Georgia
$733K
Jane Street
53
Jane Street
New York
$725K
PCG
54
Prosperity Consulting Group
Maryland
$692K
CGFA
55
Colton Groome Financial Advisors
North Carolina
$680K
SC
56
Savant Capital
Illinois
$619K
FFP
57
Freedom Financial Partners
Minnesota
$591K
SFC
58
Sprinkle Financial Consultants
Colorado
$586K
EWA
59
Emergent Wealth Advisors
New York
$572K
ADL
60
Asset Dedication LLC
California
$564K
CFGA
61
Cambridge Financial Group (Arizona)
Arizona
$564K
BFS
62
Bradley Foster & Sargent
Connecticut
$537K
RWB
63
RMR Wealth Builders
New Jersey
$536K
IWC
64
Integrated Wealth Concepts
Massachusetts
$530K
AIC
65
Archer Investment Corporation
Indiana
$521K
VW
66
Veridan Wealth
Oregon
$502K
Pathstone Holdings
67
Pathstone Holdings
New Jersey
$501K
TPF
68
Tribridge Partners Financial
Maryland
$479K
PAG
69
Private Advisor Group
New Jersey
$474K
BDF
70
Black Diamond Financial
Maryland
$456K
Betterment LLC
71
Betterment LLC
New York
$456K
MRP
72
Measured Risk Portfolios
California
$446K
NL
73
Navalign LLC
California
$438K
Osaic Holdings
74
Osaic Holdings
Arizona
$428K
CWS
75
Confluence Wealth Services
Pennsylvania
$428K