iShares ESG Screened S&P 500 ETF
XVV
XVV
109 hedge funds and large institutions have $143M invested in iShares ESG Screened S&P 500 ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 27 reducing their positions, and 4 closing their positions.
Holders
109
Holders Change
+2
Holders Change %
+1.87%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
12
Increased
43
Reduced
27
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
1
Jane Street
New York
|
$1.12M |
| 2 |
2
LPL Financial
San Diego,
California
|
$9.38M |
| 3 |
SS
3
Sound Stewardship
Overland Park,
Kansas
|
$892K |
| 4 |
4
JPMorgan Chase & Co
New York
|
$1.19M |
| 5 |
EWA
5
EP Wealth Advisors
Torrance,
California
|
$537K |
Top Sellers
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
SWM
101
Spire Wealth Management
Mclean,
Virginia
| $17.4K | 365 | – | – |
|
|
AAP
102
Arax Advisory Partners
Denver,
Colorado
| $17.1K | 359 | – | – |
|
|
WP
103
WealthShield Partners
Cary,
North Carolina
| $16.5K | 346 | +27 | +8% |
|
|
1NWS
104
1 North Wealth Services
Annapolis,
Maryland
| $14.8K | 310 | – | – |
|
|
FVIM
105
Fort Vancouver Investment Management
Vancouver,
Washington
| $11.5K | 241 | – | – |
|
|
AIC
106
Archer Investment Corporation
Carmel,
Indiana
| $9.87K | 207 | – | – |
|
|
GWSG
107
GPS Wealth Strategies Group
Centennial,
Colorado
| $9.54K | 200 | – | – |
|
|
FWM
108
FSA Wealth Management
Needham,
Massachusetts
| $5.96K | 125 | – | – |
|
109
Fidelity Investments
Boston,
Massachusetts
| $2.13K | 45 | +7 | +18% |
|
110
Mercer Global Advisors
Denver,
Colorado
| – | – | -22,360 | Closed |
|
|
RF
111
RHS Financial
San Francisco,
California
| – | – | -8,888 | Closed |
|
|
CFS
112
CRA Financial Services
Northfield,
New Jersey
| – | – | -5,278 | Closed |
|
|
PTC
113
Private Trust Company
Cleveland,
Ohio
| – | – | -1,508 | Closed |
|