iShares ESG Screened S&P 500 ETF
XVV
71 hedge funds and large institutions have $89.3M invested in iShares ESG Screened S&P 500 ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 26 increasing their positions, 13 reducing their positions, and 6 closing their positions.
200% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 6
100% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 13
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
20% more capital invested
Capital invested by funds: $74.5M → $89.3M (+$14.9M)
18% more funds holding
Funds holding: 60 → 71 (+11)
1.29% more ownership
Funds ownership: 47.81% → 49.1% (+1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$2.25M |
| 2 |
BCM
Becker Capital Management
Portland,
Oregon
|
+$1.24M |
| 3 |
FC
Financial Council
Towson,
Maryland
|
+$1.16M |
| 4 |
BMD
Better Money Decisions
Santa Fe,
New Mexico
|
+$921K |
| 5 |
LPL Financial
San Diego,
California
|
+$639K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MBI
Montrusco Bolton Investments
Montreal,
Quebec, Canada
|
-$3.39M |
| 2 |
Jane Street
New York
|
-$711K |
| 3 |
GF
Gries Financial
Cleveland,
Ohio
|
-$319K |
| 4 |
TSS
Two Sigma Securities
New York
|
-$302K |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$271K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TSS
76
Two Sigma Securities
New York
| – | -$302K | -9,323 | Closed |
|
|
SPC
77
Sigma Planning Corp
Ann Arbor,
Michigan
| – | -$271K | -8,365 | Closed |
|
78
Morgan Stanley
New York
| – | -$2.95K | -90 | Closed |
|
XVV Hedge Fund Activity: Q4 2023 in Review
71 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P 500 ETF (XVV) for Q4 2023, worth a combined $89.3M — up 20% from $74.5M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new XVV positions and 6 closed out — a net gain of 12 holders — while 26 added to existing stakes and 13 trimmed.
The largest buyer was Franklin Resources, opening a new position worth an estimated $2.25M. The largest seller was Montrusco Bolton Investments, exiting entirely with an estimated $3.39M sold.
- 71 institutional investors held iShares ESG Screened S&P 500 ETF (XVV) as of Q4 2023, up from 60 in Q3 2023.
- Funds reported $89.3M of iShares ESG Screened S&P 500 ETF stock for Q4 2023, up 20% quarter-over-quarter.
- 18 funds opened new iShares ESG Screened S&P 500 ETF positions in Q4 2023 and 6 closed out, a net change of +12 holders.
- The largest iShares ESG Screened S&P 500 ETF buyer in Q4 2023 was Franklin Resources, an estimated $2.25M added.
- The largest iShares ESG Screened S&P 500 ETF seller in Q4 2023 was Montrusco Bolton Investments, an estimated $3.39M sold.
Based on aggregated 13F filings for Q4 2023.