iShares ESG Screened S&P 500 ETF
XVV
143 hedge funds and large institutions have $304M invested in iShares ESG Screened S&P 500 ETF in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 58 increasing their positions, 23 reducing their positions, and 7 closing their positions.
229% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 7
152% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 23
12% more funds holding
Funds holding: 128 → 143 (+15)
1.42% more ownership
Funds ownership: 30.65% → 32.07% (+1.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
19% less capital invested
Capital invested by funds: $375M → $304M (-$70.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KeyBank National Association
Cleveland,
Ohio
|
+$8.28M |
| 2 |
Morgan Stanley
New York
|
+$6.56M |
| 3 |
Bank of New York Mellon
New York
|
+$3.8M |
| 4 |
Two Sigma Investments
New York
|
+$2.09M |
| 5 |
Lido Advisors
Los Angeles,
California
|
+$2.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DS
DRW Securities
Chicago,
Illinois
|
-$4.4M |
| 2 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$1.57M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.49M |
| 4 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
-$796K |
| 5 |
AIM
Archer Investment Management
Austin,
Texas
|
-$607K |
XVV Hedge Fund Activity: Q1 2026 in Review
143 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P 500 ETF (XVV) for Q1 2026, worth a combined $304M — down 19% from $375M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new XVV positions and 7 closed out — a net gain of 16 holders — while 58 added to existing stakes and 23 trimmed.
The largest buyer was KeyBank National Association, opening a new position worth an estimated $8.28M. The largest seller was DRW Securities, exiting entirely with an estimated $4.4M sold.
- 143 institutional investors held iShares ESG Screened S&P 500 ETF (XVV) as of Q1 2026, up from 128 in Q4 2025.
- Funds reported $304M of iShares ESG Screened S&P 500 ETF stock for Q1 2026, down 19% quarter-over-quarter.
- 23 funds opened new iShares ESG Screened S&P 500 ETF positions in Q1 2026 and 7 closed out, a net change of +16 holders.
- The largest iShares ESG Screened S&P 500 ETF buyer in Q1 2026 was KeyBank National Association, an estimated $8.28M added.
- The largest iShares ESG Screened S&P 500 ETF seller in Q1 2026 was DRW Securities, an estimated $4.4M sold.
Based on aggregated 13F filings for Q1 2026.