iShares ESG Screened S&P 500 ETF
XVV
98 hedge funds and large institutions have $126M invested in iShares ESG Screened S&P 500 ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 4 closing their positions.
275% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 4
9% more funds holding
Funds holding: 90 → 98 (+8)
6% more capital invested
Capital invested by funds: $118M → $126M (+$7.14M)
0.56% less ownership
Funds ownership: 46.5% → 45.94% (-0.56%)
18% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 28
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.69M |
| 2 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
+$969K |
| 3 |
LPL Financial
San Diego,
California
|
+$749K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$644K |
| 5 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$616K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$4.01M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$896K |
| 3 |
APW
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
-$631K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$283K |
| 5 |
UFA
US Financial Advisors
Braintree,
Massachusetts
|
-$268K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FLPIM
101
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
| – | -$105K | -2,500 | Closed |
|
102
UBS Group
Zurich,
Switzerland
| – | -$18.6K | -443 | Closed |
|
XVV Hedge Fund Activity: Q3 2024 in Review
98 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P 500 ETF (XVV) for Q3 2024, worth a combined $126M — up 6% from $118M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new XVV positions and 4 closed out — a net gain of 11 holders — while 23 added to existing stakes and 28 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.69M. The largest seller was Retirement Capital Strategies, cutting an estimated $4.01M.
- 98 institutional investors held iShares ESG Screened S&P 500 ETF (XVV) as of Q3 2024, up from 90 in Q2 2024.
- Funds reported $126M of iShares ESG Screened S&P 500 ETF stock for Q3 2024, up 6% quarter-over-quarter.
- 15 funds opened new iShares ESG Screened S&P 500 ETF positions in Q3 2024 and 4 closed out, a net change of +11 holders.
- The largest iShares ESG Screened S&P 500 ETF buyer in Q3 2024 was Citadel Advisors, an estimated $1.69M added.
- The largest iShares ESG Screened S&P 500 ETF seller in Q3 2024 was Retirement Capital Strategies, an estimated $4.01M sold.
Based on aggregated 13F filings for Q3 2024.