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iShares ESG Screened S&P 500 ETF

117 hedge funds and large institutions have $162M invested in iShares ESG Screened S&P 500 ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

23% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 31

13% more capital invested

Capital invested by funds: $144M → $162M (+$18.3M)

5% more funds holding

Funds holding: 111117 (+6)

0.32% more ownership

Funds ownership: 34.18%34.5% (+0.32%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
117
Holders Change
+6
Holders Change %
+5.41%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
38
Reduced
31
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
76
MML Investors Services
Massachusetts
$296K -$979K -19,779 -77%
GRP
77
Global Retirement Partners
California
$291K +$693 +14 +0.2%
EGWAG
78
Elwood & Goetz Wealth Advisory Group
Georgia
$285K -$20.1K -407 -7%
PCM
79
Presidio Capital Management
California
$284K +$248 +5 +0.1%
EB
80
Eastern Bank
Massachusetts
$282K +$12.8K +259 +5%
WIC
81
Whitegate Investment Counselors
New Hampshire
$271K -$3.07K -62 -1%
CA
82
Crane Advisory
California
$256K -$9.46K -191 -4%
VFA
83
Valeo Financial Advisors
Indiana
$241K +$231K +4,672 New
TAM
84
Townsend Asset Management
North Carolina
$232K -$4.65K -94 -2%
RWB
85
RMR Wealth Builders
New Jersey
$222K +$213K +4,301 New
William Blair & Company
86
William Blair & Company
Illinois
$210K
MCM
87
Monument Capital Management
Virginia
$209K -$66.9K -1,351 -25%
HGWM
88
Horst & Graben Wealth Management
Oregon
$203K +$195K +3,936 New
Kovitz Investment Group Partners
89
Kovitz Investment Group Partners
Illinois
$203K +$195K +3,931 New
PP
90
Prosperity Planning
Missouri
$200K
GBT
91
Grove Bank & Trust
Florida
$199K
US Bancorp
92
US Bancorp
Minnesota
$175K
MJRIC
93
Mogy Joel R Investment Counsel
California
$173K
SAM
94
Smartleaf Asset Management
Massachusetts
$168K -$22.8K -460 -12%
HI
95
Harbour Investments
Wisconsin
$152K +$5.94K +120 +4%
AIA
96
Arcadia Investment Advisors
Idaho
$142K
MEG
97
Millstone Evans Group
Colorado
$125K +$990 +20 +0.8%
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$114K
Morgan Stanley
99
Morgan Stanley
New York
$103K -$13.8K -278 -12%
VWA
100
VSM Wealth Advisory
Maryland
$99.7K +$248 +5 +0.3%

XVV Hedge Fund Activity: Q3 2025 in Review

117 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P 500 ETF (XVV) for Q3 2025, worth a combined $162M — up 13% from $144M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new XVV positions and 7 closed out — a net gain of 10 holders — while 38 added to existing stakes and 31 trimmed.

The largest buyer was Brown Advisory, opening a new position worth an estimated $7.9M. The largest seller was Two Sigma Investments, exiting entirely with an estimated $1.94M sold.

  • 117 institutional investors held iShares ESG Screened S&P 500 ETF (XVV) as of Q3 2025, up from 111 in Q2 2025.
  • Funds reported $162M of iShares ESG Screened S&P 500 ETF stock for Q3 2025, up 13% quarter-over-quarter.
  • 17 funds opened new iShares ESG Screened S&P 500 ETF positions in Q3 2025 and 7 closed out, a net change of +10 holders.
  • The largest iShares ESG Screened S&P 500 ETF buyer in Q3 2025 was Brown Advisory, an estimated $7.9M added.
  • The largest iShares ESG Screened S&P 500 ETF seller in Q3 2025 was Two Sigma Investments, an estimated $1.94M sold.

Based on aggregated 13F filings for Q3 2025.