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.
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%)
Top Buyers
| 1 |
SLF
Sun Life Financial
Toronto,
Ontario, Canada
|
+$19.9M |
| 2 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
+$753K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$715K |
| 4 |
HF
HRT Financial
New York
|
+$403K |
| 5 |
Jane Street
New York
|
+$268K |
Top Sellers
| 1 |
BlackRock
New York
|
-$4.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SLF
1
Sun Life Financial
Toronto,
Ontario, Canada
| $20.5M | +$19.9M | +675,329 | New |
|
|
CAM
2
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
| $972K | – | – | – |
|
|
WBG
3
Wharton Business Group
Malvern,
Pennsylvania
| $775K | +$753K | +25,535 | New |
|
|
4
Citadel Advisors
Miami,
Florida
| $737K | +$715K | +24,261 | New |
|
|
HF
5
HRT Financial
New York
| $415K | +$403K | +13,674 | New |
|
|
6
Jane Street
New York
| $276K | +$268K | +9,097 | New |
|
|
SPC
7
Sigma Planning Corp
Ann Arbor,
Michigan
| $257K | +$249K | +8,453 | New |
|
|
HWMA
8
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
| $246K | +$239K | +8,109 | New |
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| $17K | +$16.2K | +550 | New |
|
|
10
BlackRock
New York
| – | -$4.3M | -150,000 | Closed |
|
XVV Hedge Fund Activity: Q1 2021 in Review
9 of the 5,695 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.