iShares ESG Screened S&P 500 ETF
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.
113% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 8
48% more capital invested
Capital invested by funds: $89.3M → $133M (+$43.3M)
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
24% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 21
11% more funds holding
Funds holding: 71 → 79 (+8)
8.64% more ownership
Funds ownership: 49.1% → 57.74% (+8.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCS
Retirement Capital Strategies
San Jose,
California
|
+$24.1M |
| 2 |
M&T Bank
Buffalo,
New York
|
+$1.8M |
| 3 |
Jane Street
New York
|
+$1.48M |
| 4 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
+$1.44M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.99M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
-$1.82M |
| 3 |
NYLIM
New York Life Investment Management
New York
|
-$826K |
| 4 |
AFAS
Acorn Financial Advisory Services
Reston,
Virginia
|
-$599K |
| 5 |
SFC
Sprinkle Financial Consultants
Littleton,
Colorado
|
-$265K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ST
76
Smithfield Trust
Pittsburgh,
Pennsylvania
| $8K | – | – | – |
|
77
UBS Group
Zurich,
Switzerland
| $3.3K | +$1.46K | +38 | +86% |
|
78
Fidelity Investments
Boston,
Massachusetts
| $121 | +$115 | +3 | New |
|
79
Morgan Stanley
New York
| $65 | +$38 | +1 | New |
|
|
80
Truist Financial
Charlotte,
North Carolina
| – | -$1.82M | -50,090 | Closed |
|
|
NYLIM
81
New York Life Investment Management
New York
| – | -$826K | -22,696 | Closed |
|
|
AFAS
82
Acorn Financial Advisory Services
Reston,
Virginia
| – | -$599K | -16,464 | Closed |
|
|
SFC
83
Sprinkle Financial Consultants
Littleton,
Colorado
| – | -$265K | -7,293 | Closed |
|
84
Mercer Global Advisors
Denver,
Colorado
| – | -$213K | -5,853 | Closed |
|
|
AF
85
Advisornet Financial
Minnetonka,
Minnesota
| – | -$51.9K | -1,425 | Closed |
|
|
FWM
86
Focused Wealth Management
Newburgh,
New York
| – | -$12.2K | -334 | Closed |
|
|
MIA
87
Milestone Investment Advisors
Middleton,
Wisconsin
| – | -$10.9K | -300 | Closed |
|
XVV Hedge Fund Activity: Q1 2024 in Review
79 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P 500 ETF (XVV) for Q1 2024, worth a combined $133M — up 48% from $89.3M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new XVV positions and 8 closed out — a net gain of 9 holders — while 26 added to existing stakes and 21 trimmed.
The largest buyer was Retirement Capital Strategies, adding an estimated $24.1M. The largest seller was Envestnet Asset Management, cutting an estimated $1.99M.
- 79 institutional investors held iShares ESG Screened S&P 500 ETF (XVV) as of Q1 2024, up from 71 in Q4 2023.
- Funds reported $133M of iShares ESG Screened S&P 500 ETF stock for Q1 2024, up 48% quarter-over-quarter.
- 17 funds opened new iShares ESG Screened S&P 500 ETF positions in Q1 2024 and 8 closed out, a net change of +9 holders.
- The largest iShares ESG Screened S&P 500 ETF buyer in Q1 2024 was Retirement Capital Strategies, an estimated $24.1M added.
- The largest iShares ESG Screened S&P 500 ETF seller in Q1 2024 was Envestnet Asset Management, an estimated $1.99M sold.
Based on aggregated 13F filings for Q1 2024.