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iShares ESG Screened S&P 500 ETF
XVV

109 hedge funds and large institutions have $129M invested in iShares ESG Screened S&P 500 ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 37 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

12% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 33

0% more funds holding

Funds holding: 109 → 109 (0)

5% less capital invested

Capital invested by funds: $135M → $129M (-$6.52M)

1.21% less ownership

Funds ownership: 43.88% → 42.67% (-1.2%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
109
Holders Change
–
Holders Change %
0%
% of All Funds
1.46%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
37
Reduced
33
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$1.35M
2
BCM
Becker Capital Management
Oregon
+$1.23M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$897K
4
IWC
Integrated Wealth Concepts
Massachusetts
+$480K
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$453K

Top Sellers

Rank Fund Capital Flow
1
M&T Bank
M&T Bank
New York
-$2.02M
2
RCS
Retirement Capital Strategies
California
-$1.15M
3
KWA
Kingswood Wealth Advisors
California
-$683K
4
AIM
Archer Investment Management
Texas
-$515K
5
SS
Sunbelt Securities
Texas
-$469K
Name Holding Trade Value Shares
Change 		Change in
Stake
WP
101
WealthShield Partners
North Carolina
$13.6K – – –
1NWS
102
1 North Wealth Services
Maryland
$13.3K +$14K +310 New
ST
103
Smithfield Trust
Pennsylvania
$11K +$2.49K +55 +27%
FVIM
104
Fort Vancouver Investment Management
Washington
$10.3K – – –
AIC
105
Archer Investment Corporation
Indiana
$8.86K – – –
GWSG
106
GPS Wealth Strategies Group
Colorado
$8.56K – – –
FWM
107
FSA Wealth Management
Massachusetts
$5.35K – – –
Fidelity Investments
108
Fidelity Investments
Massachusetts
$1.61K – – –
SAM
109
Smartleaf Asset Management
Massachusetts
$1.49K +$1.58K +35 New
M&T Bank
110
M&T Bank
New York
– -$2.02M -44,636 Closed
KWA
111
Kingswood Wealth Advisors
California
– -$683K -15,068 Closed
EFG
112
Embree Financial Group
Illinois
– -$226K -5,000 Closed
Jane Street
113
Jane Street
New York
– -$219K -4,827 Closed
TAM
114
Townsend Asset Management
North Carolina
– -$211K -4,668 Closed
AO
115
Advisor OS
Illinois
– -$211K -4,650 Closed
MA
116
MJP Associates
Connecticut
– -$211K -4,650 Closed
MFA
117
McClarren Financial Advisors
Pennsylvania
– -$73K -1,625 Closed
EB
118
Eastern Bank
Massachusetts
– -$17.4K -385 Closed
1 2 3 4
5

XVV Hedge Fund Activity: Q1 2025 in Review

109 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P 500 ETF (XVV) for Q1 2025, worth a combined $129M — down 4.8% from $135M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new XVV positions and 9 closed out — a net gain of 2 holders — while 37 added to existing stakes and 33 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.35M. The largest seller was M&T Bank, exiting entirely with an estimated $2.02M sold.

  • 109 institutional investors held iShares ESG Screened S&P 500 ETF (XVV) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $129M of iShares ESG Screened S&P 500 ETF stock for Q1 2025, down 4.8% quarter-over-quarter.
  • 11 funds opened new iShares ESG Screened S&P 500 ETF positions in Q1 2025 and 9 closed out, a net change of +2 holders.
  • The largest iShares ESG Screened S&P 500 ETF buyer in Q1 2025 was LPL Financial, an estimated $1.35M added.
  • The largest iShares ESG Screened S&P 500 ETF seller in Q1 2025 was M&T Bank, an estimated $2.02M sold.

Based on aggregated 13F filings for Q1 2025.