iShares ESG Screened S&P 500 ETF
XVV
XVV
107 hedge funds and large institutions have $134M invested in iShares ESG Screened S&P 500 ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 23 reducing their positions, and 3 closing their positions.
Holders
107
Holders Change
+11
Holders Change %
+11.46%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
40
Reduced
23
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
WP
101
WealthShield Partners
Cary,
North Carolina
| $14.5K | +$14.5K | +319 | New |
|
|
FVIM
102
Fort Vancouver Investment Management
Vancouver,
Washington
| $10.9K | +$1.9K | +42 | +21% |
|
|
AIC
103
Archer Investment Corporation
Carmel,
Indiana
| $9.38K | – | – | – |
|
|
GWSG
104
GPS Wealth Strategies Group
Centennial,
Colorado
| $9.06K | – | – | – |
|
|
ST
105
Smithfield Trust
Pittsburgh,
Pennsylvania
| $9K | – | – | – |
|
|
FWM
106
FSA Wealth Management
Needham,
Massachusetts
| $5.66K | – | – | – |
|
107
Fidelity Investments
Boston,
Massachusetts
| $1.7K | +$314 | +7 | +23% |
|
108
Citadel Advisors
Miami,
Florida
| – | -$1.75M | -39,680 | Closed |
|
|
CSPIA
109
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$227K | -5,136 | Closed |
|
|
FWM
110
Focused Wealth Management
Newburgh,
New York
| – | -$504K | -481 | Closed |
|