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iShares ESG Screened S&P 500 ETF
XVV

128 hedge funds and large institutions have $375M invested in iShares ESG Screened S&P 500 ETF in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

131% more capital invested

Capital invested by funds: $162M → $375M (+$213M)

64% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 28

9% more funds holding

Funds holding: 117 → 128 (+11)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3.85% less ownership

Funds ownership: 34.5% → 30.65% (-3.8%)

Holders
128
Holders Change
+11
Holders Change %
+9.4%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
20
Increased
46
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DS
DRW Securities
Illinois
+$4.36M
2
LPL Financial
LPL Financial
California
+$1.99M
3
Brown Advisory
Brown Advisory
Maryland
+$1.28M
4
MML Investors Services
MML Investors Services
Massachusetts
+$852K
5
Jane Street
Jane Street
New York
+$547K

Top Sellers

Rank Fund Capital Flow
1
Raymond James Financial
Raymond James Financial
Florida
-$1.09M
2
IWC
Integrated Wealth Concepts
Massachusetts
-$555K
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$533K
4
PCM
Presidio Capital Management
California
-$284K
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$203K
Name Holding Trade Value Shares
Change 		Change in
Stake
MBT
76
Montecito Bank & Trust
California
$335K – – –
DWM
77
Dakota Wealth Management
Florida
$333K +$940 +18 +0.3%
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$332K – – –
GPW
79
Gray Private Wealth
Massachusetts
$331K -$15.3K -293 -4%
TDWM
80
Topel & Distasi Wealth Management
California
$325K -$888 -17 -0.3%
CSP
81
Cary Street Partners
Virginia
$322K +$11.7K +225 +4%
AIA
82
Armor Investment Advisors
North Carolina
$306K -$61K -1,169 -17%
EGWAG
83
Elwood & Goetz Wealth Advisory Group
Georgia
$292K – – –
KW
84
KWB Wealth
California
$291K +$289K +5,530 New
WIC
85
Whitegate Investment Counselors
New Hampshire
$278K +$679 +13 +0.2%
EB
86
Eastern Bank
Massachusetts
$272K -$16.1K -309 -6%
TWM
87
Timmons Wealth Management
Massachusetts
$262K +$259K +4,963 New
CCA
88
Cora Capital Advisors
New Jersey
$254K +$252K +4,825 New
VFA
89
Valeo Financial Advisors
Indiana
$254K +$7.57K +145 +3%
CA
90
Crane Advisory
California
$250K -$14K -268 -5%
WWA
91
Wingate Wealth Advisors
Massachusetts
$243K +$240K +4,603 New
TAM
92
Townsend Asset Management
North Carolina
$238K +$679 +13 +0.3%
RWB
93
RMR Wealth Builders
New Jersey
$234K +$7.05K +135 +3%
MCM
94
Monument Capital Management
Virginia
$231K +$17.4K +334 +8%
GRP
95
Global Retirement Partners
California
$217K -$79.7K -1,526 -27%
US Bancorp
96
US Bancorp
Minnesota
$217K +$37.9K +726 +21%
William Blair & Company
97
William Blair & Company
Illinois
$215K – – –
HGWM
98
Horst & Graben Wealth Management
Oregon
$207K – – –
PP
99
Prosperity Planning
Missouri
$205K – – –
GBT
100
Grove Bank & Trust
Florida
$204K – – –
2 3
4
5 6

XVV Hedge Fund Activity: Q4 2025 in Review

128 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P 500 ETF (XVV) for Q4 2025, worth a combined $375M — up 131% from $162M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new XVV positions and 8 closed out — a net gain of 12 holders — while 46 added to existing stakes and 28 trimmed.

The largest buyer was DRW Securities, opening a new position worth an estimated $4.36M. The largest seller was Raymond James Financial, cutting an estimated $1.09M.

  • 128 institutional investors held iShares ESG Screened S&P 500 ETF (XVV) as of Q4 2025, up from 117 in Q3 2025.
  • Funds reported $375M of iShares ESG Screened S&P 500 ETF stock for Q4 2025, up 131% quarter-over-quarter.
  • 20 funds opened new iShares ESG Screened S&P 500 ETF positions in Q4 2025 and 8 closed out, a net change of +12 holders.
  • The largest iShares ESG Screened S&P 500 ETF buyer in Q4 2025 was DRW Securities, an estimated $4.36M added.
  • The largest iShares ESG Screened S&P 500 ETF seller in Q4 2025 was Raymond James Financial, an estimated $1.09M sold.

Based on aggregated 13F filings for Q4 2025.