iShares ESG Screened S&P 500 ETF
XVV
90 hedge funds and large institutions have $118M invested in iShares ESG Screened S&P 500 ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 4 closing their positions.
300% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 4
32% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 22
14% more funds holding
Funds holding: 79 → 90 (+11)
11% less capital invested
Capital invested by funds: $133M → $118M (-$14.2M)
11.24% less ownership
Funds ownership: 57.74% → 46.5% (-11%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$3.18M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$1.12M |
| 3 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
+$743K |
| 4 |
SFC
Sprinkle Financial Consultants
Littleton,
Colorado
|
+$470K |
| 5 |
Franklin Resources
San Mateo,
California
|
+$469K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$24.2M |
| 2 |
Jane Street
New York
|
-$1.29M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.19M |
| 4 |
BCM
Becker Capital Management
Portland,
Oregon
|
-$1.1M |
| 5 |
BWP
BSW Wealth Partners
Boulder,
Colorado
|
-$442K |
XVV Hedge Fund Activity: Q2 2024 in Review
90 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P 500 ETF (XVV) for Q2 2024, worth a combined $118M — down 11% from $133M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new XVV positions and 4 closed out — a net gain of 12 holders — while 29 added to existing stakes and 22 trimmed.
The largest buyer was LPL Financial, adding an estimated $3.18M. The largest seller was Retirement Capital Strategies, cutting an estimated $24.2M.
- 90 institutional investors held iShares ESG Screened S&P 500 ETF (XVV) as of Q2 2024, up from 79 in Q1 2024.
- Funds reported $118M of iShares ESG Screened S&P 500 ETF stock for Q2 2024, down 11% quarter-over-quarter.
- 16 funds opened new iShares ESG Screened S&P 500 ETF positions in Q2 2024 and 4 closed out, a net change of +12 holders.
- The largest iShares ESG Screened S&P 500 ETF buyer in Q2 2024 was LPL Financial, an estimated $3.18M added.
- The largest iShares ESG Screened S&P 500 ETF seller in Q2 2024 was Retirement Capital Strategies, an estimated $24.2M sold.
Based on aggregated 13F filings for Q2 2024.