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iShares ESG Screened S&P 500 ETF
XVV

143 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 23 funds opening new positions, 58 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 7

152% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 23

12% more funds holding

Funds holding: 128 → 143 (+15)

1.42% more ownership

Funds ownership: 30.65% → 32.07% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

19% less capital invested

Capital invested by funds: $375M → $304M (-$70.3M)

Holders
143
Holders Change
+15
Holders Change %
+11.72%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
23
Increased
58
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KeyBank National Association
KeyBank National Association
Ohio
+$8.28M
2
Morgan Stanley
Morgan Stanley
New York
+$6.56M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$3.8M
4
Two Sigma Investments
Two Sigma Investments
New York
+$2.09M
5
Lido Advisors
Lido Advisors
California
+$2.04M

Top Sellers

1
DS
DRW Securities
Illinois
-$4.4M
2
EWA
EP Wealth Advisors
California
-$1.57M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.49M
4
JFA
JNBA Financial Advisors
Minnesota
-$796K
5
AIM
Archer Investment Management
Texas
-$607K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
76
Curtis Advisory Group
California
$402K -$222K -4,268 -34%
DJSG
77
D.J. St. Germain
Massachusetts
$376K – – –
WWA
78
Wingate Wealth Advisors
Massachusetts
$361K +$142K +2,736 +59%
SPC
79
Sigma Planning Corp
Michigan
$358K +$831 +16 +0.2%
VAMG
80
Voisard Asset Management Group
Michigan
$356K +$779 +15 +0.2%
NA
81
NewEdge Advisors
Louisiana
$355K -$59.7K -1,150 -14%
EIG
82
Ellenbecker Investment Group
Wisconsin
$352K +$4.52K +87 +1%
Rockefeller Capital Management
83
Rockefeller Capital Management
New York
$350K +$41.5K +800 +13%
PFA
84
Pettinga Financial Advisors
Indiana
$338K – – –
CA
85
Crane Advisory
California
$334K +$81.9K +1,578 +34%
Corient Private Wealth
86
Corient Private Wealth
Florida
$325K +$364 +7 +0.1%
MBT
87
Montecito Bank & Trust
California
$313K – – –
DWM
88
Dakota Wealth Management
Florida
$312K +$831 +16 +0.3%
GPW
89
Gray Private Wealth
Massachusetts
$309K – – –
CSP
90
Cary Street Partners
Virginia
$301K +$312 +6 +0.1%
KW
91
KWB Wealth
California
$291K – – –
AIA
92
Armor Investment Advisors
North Carolina
$289K +$3.74K +72 +1%
Citadel Advisors
93
Citadel Advisors
Florida
$275K -$1.49M -28,606 -84%
TWG
94
The Wealth Group
Minnesota
$274K +$289K +5,570 New
TDWM
95
Topel & Distasi Wealth Management
California
$258K -$48.5K -934 -15%
CCA
96
Cora Capital Advisors
New Jersey
$257K +$20.8K +400 +8%
EGWAG
97
Elwood & Goetz Wealth Advisory Group
Georgia
$250K -$23.5K -453 -8%
TWM
98
Timmons Wealth Management
Massachusetts
$249K +$4.67K +90 +2%
WIC
99
Whitegate Investment Counselors
New Hampshire
$248K -$12.2K -234 -4%
VFA
100
Valeo Financial Advisors
Indiana
$245K +$8.41K +162 +3%
2 3
4
5 6

XVV Hedge Fund Activity: Q1 2026 in Review

143 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P 500 ETF (XVV) for Q1 2026, worth a combined $304M — down 19% from $375M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new XVV positions and 7 closed out — a net gain of 16 holders — while 58 added to existing stakes and 23 trimmed.

The largest buyer was KeyBank National Association, opening a new position worth an estimated $8.28M. The largest seller was DRW Securities, exiting entirely with an estimated $4.4M sold.

  • 143 institutional investors held iShares ESG Screened S&P 500 ETF (XVV) as of Q1 2026, up from 128 in Q4 2025.
  • Funds reported $304M of iShares ESG Screened S&P 500 ETF stock for Q1 2026, down 19% quarter-over-quarter.
  • 23 funds opened new iShares ESG Screened S&P 500 ETF positions in Q1 2026 and 7 closed out, a net change of +16 holders.
  • The largest iShares ESG Screened S&P 500 ETF buyer in Q1 2026 was KeyBank National Association, an estimated $8.28M added.
  • The largest iShares ESG Screened S&P 500 ETF seller in Q1 2026 was DRW Securities, an estimated $4.4M sold.

Based on aggregated 13F filings for Q1 2026.