iShares ESG Screened S&P 500 ETF
XVV
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.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
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)
Holders
90
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$3.32M | |
| 2 | +$1.16M | |
| 3 | +$776K | |
| 4 |
SFC
Sprinkle Financial Consultants
Littleton,
Colorado
|
+$491K |
| 5 |
Franklin Resources
San Mateo,
California
|
+$491K |
Top Sellers
| 1 | -$25.3M | |
| 2 | -$1.35M | |
| 3 | -$1.19M | |
| 4 |
BCM
Becker Capital Management
Portland,
Oregon
|
-$1.15M |
| 5 |
BWP
BSW Wealth Partners
Boulder,
Colorado
|
-$462K |