iShares ESG Screened S&P 500 ETF
XVV
XVV
79 hedge funds and large institutions have $133M invested in iShares ESG Screened S&P 500 ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
11% more funds holding
Funds holding: 71 → 79 (+8)
8.64% more ownership
Funds ownership: 49.1% → 57.74% (+8.6%)
Holders
79
Holding in Top 10
4
Calls
–
Puts
–
Top Buyers
| 1 | +$25.3M | |
| 2 | +$1.9M | |
| 3 | +$1.55M | |
| 4 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
+$1.51M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.29M |
Top Sellers
| 1 | -$2.09M | |
| 2 | -$1.82M | |
| 3 | -$826K | |
| 4 |
AFAS
Acorn Financial Advisory Services
Reston,
Virginia
|
-$599K |
| 5 |
SFC
Sprinkle Financial Consultants
Littleton,
Colorado
|
-$265K |