iShares ESG Screened S&P 500 ETF
XVV
9 hedge funds and large institutions have $64.1M invested in iShares ESG Screened S&P 500 ETF in 2021 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 2 closing their positions.
3,190% more capital inflows, than outflows
Capital inflows: $38M | Capital outflows: $1.16M
460.08% more ownership
Funds ownership: 318.81% → 778.89% (+460%)
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
0% more funds holding
Funds holding: 9 → 9 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sun Life Financial
Toronto,
Ontario, Canada
|
+$34.4M |
| 2 |
Retirement Capital Strategies
San Jose,
California
|
+$1.47M |
| 3 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
+$1.04M |
| 4 |
Jane Street
New York
|
+$719K |
| 5 |
Merriman Wealth Management
Seattle,
Washington
|
+$269K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$737K |
| 2 |
HRT Financial
New York
|
-$415K |
| 3 |
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
-$3.33K |
XVV Hedge Fund Activity: Q2 2021 in Review
9 of the 5,769 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P 500 ETF (XVV) for Q2 2021, worth a combined $64.1M — up 165% from $24.2M a quarter earlier.
Fund positioning in XVV was balanced in Q2 2021: 2 funds opened new positions, 2 closed out, 5 added to existing stakes and 1 trimmed.
The largest buyer was Sun Life Financial, adding an estimated $34.4M. The largest seller was Citadel Advisors, exiting entirely with an estimated $737K sold.
- 9 institutional investors held iShares ESG Screened S&P 500 ETF (XVV) as of Q2 2021, unchanged from Q1 2021.
- Funds reported $64.1M of iShares ESG Screened S&P 500 ETF stock for Q2 2021, up 165% quarter-over-quarter.
- 2 funds opened new iShares ESG Screened S&P 500 ETF positions in Q2 2021 and 2 closed out, a net change of 0 holders.
- The largest iShares ESG Screened S&P 500 ETF buyer in Q2 2021 was Sun Life Financial, an estimated $34.4M added.
- The largest iShares ESG Screened S&P 500 ETF seller in Q2 2021 was Citadel Advisors, an estimated $737K sold.
Based on aggregated 13F filings for Q2 2021.