XVV icon

iShares ESG Screened S&P 500 ETF

111 hedge funds and large institutions have $144M invested in iShares ESG Screened S&P 500 ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
76
Wealth Enhancement Advisory Services
Minnesota
$283K
GRP
77
Global Retirement Partners
California
$269K
CSP
78
Cary Street Partners
Virginia
$263K
PCM
79
Presidio Capital Management
California
$262K
MCM
80
Monument Capital Management
Virginia
$258K
WIC
81
Whitegate Investment Counselors
New Hampshire
$254K
EB
82
Eastern Bank
Massachusetts
$248K
CA
83
Crane Advisory
California
$246K
OMC
84
Old Mission Capital
Illinois
$234K
TAM
85
Townsend Asset Management
North Carolina
$219K
William Blair & Company
86
William Blair & Company
Illinois
$194K
GBT
87
Grove Bank & Trust
Florida
$184K
SAM
88
Smartleaf Asset Management
Massachusetts
$177K
US Bancorp
89
US Bancorp
Minnesota
$162K
MJRIC
90
Mogy Joel R Investment Counsel
California
$160K
HI
91
Harbour Investments
Wisconsin
$135K
AIA
92
Arcadia Investment Advisors
Idaho
$132K
MEG
93
Millstone Evans Group
Colorado
$115K
Morgan Stanley
94
Morgan Stanley
New York
$109K
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$106K
VWA
96
VSM Wealth Advisory
Maryland
$92.1K
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$88.6K
RPA
98
Redwood Park Advisors
California
$78.3K
AssetMark Inc
99
AssetMark Inc
California
$69.4K
HDIM
100
Hanson & Doremus Investment Management
Vermont
$48K