iShares ESG Screened S&P 500 ETF
XVV
XVV
77 hedge funds and large institutions have $132M invested in iShares ESG Screened S&P 500 ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 8 closing their positions.
Holders
77
Holders Change
+8
Holders Change %
+11.59%
% of All Funds
1.12%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
17
Increased
25
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
76
Fidelity Investments
Boston,
Massachusetts
| $121 | +$121 | +3 | New |
|
77
Morgan Stanley
New York
| $65 | +$65 | +1 | New |
|
78
Truist Financial
Charlotte,
North Carolina
| – | -$1.82M | -50,090 | Closed |
|
|
NYLIM
79
New York Life Investment Management
New York
| – | -$826K | -22,696 | Closed |
|
|
AFAS
80
Acorn Financial Advisory Services
Reston,
Virginia
| – | -$599K | -16,464 | Closed |
|
|
SFC
81
Sprinkle Financial Consultants
Littleton,
Colorado
| – | -$265K | -7,293 | Closed |
|
82
Mercer Global Advisors
Denver,
Colorado
| – | -$213K | -5,853 | Closed |
|
|
AF
83
Advisornet Financial
Minnetonka,
Minnesota
| – | -$51.9K | -1,425 | Closed |
|
|
FWM
84
Focused Wealth Management
Newburgh,
New York
| – | -$12.2K | -334 | Closed |
|
|
MIA
85
Milestone Investment Advisors
Middleton,
Wisconsin
| – | -$10.9K | -300 | Closed |
|
|
FFA
86
Farther Finance Advisors
San Francisco,
California
| – | -$11 | – | – |
|