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iShares ESG Screened S&P 500 ETF

117 hedge funds and large institutions have $162M invested in iShares ESG Screened S&P 500 ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

23% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 31

13% more capital invested

Capital invested by funds: $144M → $162M (+$18.3M)

5% more funds holding

Funds holding: 111117 (+6)

0.32% more ownership

Funds ownership: 34.18%34.5% (+0.32%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
117
Holders Change
+6
Holders Change %
+5.41%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
38
Reduced
31
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RPA
101
Redwood Park Advisors
California
$84.8K +$198 +4 +0.2%
AssetMark Inc
102
AssetMark Inc
California
$75K
Northwestern Mutual Wealth Management
103
Northwestern Mutual Wealth Management
Wisconsin
$72.9K -$21.9K -442 -24%
HDIM
104
Hanson & Doremus Investment Management
Vermont
$47K -$4.8K -97 -10%
PS
105
Principal Securities
Iowa
$44.5K
SS
106
Sunbelt Securities
Texas
$39.1K -$520K -10,514 -93%
ST
107
Smithfield Trust
Pennsylvania
$26K
SWM
108
Spire Wealth Management
Virginia
$18.8K
GWSG
109
GPS Wealth Strategies Group
Colorado
$17.3K +$6.73K +136 +68%
WP
110
WealthShield Partners
North Carolina
$16.9K -$891 -18 -5%
1NWS
111
1 North Wealth Services
Maryland
$16K
FFA
112
Farther Finance Advisors
California
$14.9K +$14.4K +290 New
FVIM
113
Fort Vancouver Investment Management
Washington
$12.4K
ASN
114
Advisory Services Network
Georgia
$12.2K +$11.7K +236 New
AIC
115
Archer Investment Corporation
Indiana
$10.7K
FWM
116
FSA Wealth Management
Massachusetts
$6.44K
RF
117
Rossby Financial
Florida
$4.4K +$4.21K +85 New
CMA
118
Cedar Mountain Advisors
Oregon
$103 +$99 +2 New
Two Sigma Investments
119
Two Sigma Investments
New York
-$1.94M -40,600 Closed
Jane Street
120
Jane Street
New York
-$1.12M -23,450 Closed
LFG
121
Leverty Financial Group
Wisconsin
-$451K -9,463 Closed
HFO
122
Heritage Family Offices
Arizona
-$355K -8,335 Closed
Wealth Enhancement Advisory Services
123
Wealth Enhancement Advisory Services
Minnesota
-$283K -5,865 Closed
OMC
124
Old Mission Capital
Illinois
-$234K -4,911 Closed
AAP
125
Arax Advisory Partners
Colorado
-$17.1K -359 Closed

XVV Hedge Fund Activity: Q3 2025 in Review

117 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P 500 ETF (XVV) for Q3 2025, worth a combined $162M — up 13% from $144M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new XVV positions and 7 closed out — a net gain of 10 holders — while 38 added to existing stakes and 31 trimmed.

The largest buyer was Brown Advisory, opening a new position worth an estimated $7.9M. The largest seller was Two Sigma Investments, exiting entirely with an estimated $1.94M sold.

  • 117 institutional investors held iShares ESG Screened S&P 500 ETF (XVV) as of Q3 2025, up from 111 in Q2 2025.
  • Funds reported $162M of iShares ESG Screened S&P 500 ETF stock for Q3 2025, up 13% quarter-over-quarter.
  • 17 funds opened new iShares ESG Screened S&P 500 ETF positions in Q3 2025 and 7 closed out, a net change of +10 holders.
  • The largest iShares ESG Screened S&P 500 ETF buyer in Q3 2025 was Brown Advisory, an estimated $7.9M added.
  • The largest iShares ESG Screened S&P 500 ETF seller in Q3 2025 was Two Sigma Investments, an estimated $1.94M sold.

Based on aggregated 13F filings for Q3 2025.