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iShares ESG Screened S&P 500 ETF
XVV

9 hedge funds and large institutions have $24.2M invested in iShares ESG Screened S&P 500 ETF in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

364% more capital invested

Capital invested by funds: $5.22M → $24.2M (+$19M)

350% more funds holding

Funds holding: 2 → 9 (+7)

6.89% more ownership

Funds ownership: 72.81% → 79.7% (+6.9%)

Holders
9
Holders Change
+7
Holders Change %
+350%
% of All Funds
0.16%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
–
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SLF
Sun Life Financial
Ontario, Canada
+$19.9M
2
WBG
Wharton Business Group
Pennsylvania
+$753K
3
Citadel Advisors
Citadel Advisors
Florida
+$715K
4
HF
HRT Financial
New York
+$403K
5
Jane Street
Jane Street
New York
+$268K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$4.3M

XVV Hedge Fund Activity: Q1 2021 in Review

9 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P 500 ETF (XVV) for Q1 2021, worth a combined $24.2M — up 364% from $5.22M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new XVV positions and 1 closed out — a net gain of 7 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Sun Life Financial, opening a new position worth an estimated $19.9M. The largest seller was BlackRock, exiting entirely with an estimated $4.3M sold.

  • 9 institutional investors held iShares ESG Screened S&P 500 ETF (XVV) as of Q1 2021, up from 2 in Q4 2020.
  • Funds reported $24.2M of iShares ESG Screened S&P 500 ETF stock for Q1 2021, up 364% quarter-over-quarter.
  • 8 funds opened new iShares ESG Screened S&P 500 ETF positions in Q1 2021 and 1 closed out, a net change of +7 holders.
  • The largest iShares ESG Screened S&P 500 ETF buyer in Q1 2021 was Sun Life Financial, an estimated $19.9M added.
  • The largest iShares ESG Screened S&P 500 ETF seller in Q1 2021 was BlackRock, an estimated $4.3M sold.

Based on aggregated 13F filings for Q1 2021.