iShares ESG Screened S&P 500 ETF
XVV
109 hedge funds and large institutions have $135M 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.
467% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 3
74% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 23
11% more funds holding
Funds holding: 98 → 109 (+11)
8% more capital invested
Capital invested by funds: $126M → $135M (+$9.69M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.06% less ownership
Funds ownership: 45.94% → 43.88% (-2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
+$2.71M |
| 2 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
+$1.28M |
| 3 |
KWA
Kingswood Wealth Advisors
San Diego,
California
|
+$685K |
| 4 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
+$603K |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$561K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.75M |
| 2 |
Jane Street
New York
|
-$716K |
| 3 |
FWM
Focused Wealth Management
Newburgh,
New York
|
-$504K |
| 4 |
BFO
Biltmore Family Office
Charlotte,
North Carolina
|
-$493K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$460K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EB
101
Eastern Bank
Boston,
Massachusetts
| $17.4K | – | – | – |
|
|
SWM
102
Spire Wealth Management
Mclean,
Virginia
| $16.5K | – | – | – |
|
|
WP
103
WealthShield Partners
Cary,
North Carolina
| $14.4K | +$14.5K | +319 | New |
|
|
FVIM
104
Fort Vancouver Investment Management
Vancouver,
Washington
| $10.9K | +$1.91K | +42 | +21% |
|
|
AIC
105
Archer Investment Corporation
Carmel,
Indiana
| $9.38K | – | – | – |
|
|
GWSG
106
GPS Wealth Strategies Group
Centennial,
Colorado
| $9.06K | – | – | – |
|
|
ST
107
Smithfield Trust
Pittsburgh,
Pennsylvania
| $9K | – | – | – |
|
|
FWM
108
FSA Wealth Management
Needham,
Massachusetts
| $5.66K | – | – | – |
|
109
Fidelity Investments
Boston,
Massachusetts
| $1.7K | +$318 | +7 | +23% |
|
|
110
Citadel Advisors
Miami,
Florida
| – | -$1.75M | -39,680 | Closed |
|
|
CSPIA
111
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$227K | -5,136 | Closed |
|
|
FWM
112
Focused Wealth Management
Newburgh,
New York
| – | -$504K | -481 | Closed |
|
XVV Hedge Fund Activity: Q4 2024 in Review
109 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P 500 ETF (XVV) for Q4 2024, worth a combined $135M — up 7.7% from $126M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new XVV positions and 3 closed out — a net gain of 14 holders — while 40 added to existing stakes and 23 trimmed.
The largest buyer was Two Sigma Investments, opening a new position worth an estimated $2.71M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.75M sold.
- 109 institutional investors held iShares ESG Screened S&P 500 ETF (XVV) as of Q4 2024, up from 98 in Q3 2024.
- Funds reported $135M of iShares ESG Screened S&P 500 ETF stock for Q4 2024, up 7.7% quarter-over-quarter.
- 17 funds opened new iShares ESG Screened S&P 500 ETF positions in Q4 2024 and 3 closed out, a net change of +14 holders.
- The largest iShares ESG Screened S&P 500 ETF buyer in Q4 2024 was Two Sigma Investments, an estimated $2.71M added.
- The largest iShares ESG Screened S&P 500 ETF seller in Q4 2024 was Citadel Advisors, an estimated $1.75M sold.
Based on aggregated 13F filings for Q4 2024.