XVV icon

iShares ESG Screened S&P 500 ETF

18 hedge funds and large institutions have $117M invested in iShares ESG Screened S&P 500 ETF in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 0 closing their positions.

Holders
18
Holders Change
+9
Holders Change %
+100%
% of All Funds
0.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
6
Reduced
1
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SLF
1
Sun Life Financial
Ontario, Canada
$103M 3,122,907 +1,371,970 +78%
RCS
2
Retirement Capital Strategies
California
$2.41M 72,676 +26,686 +58%
WBG
3
Wharton Business Group
Pennsylvania
$2.17M 65,575 +7,565 +13%
NYLIM
4
New York Life Investment Management
New York
$1.63M 49,205 +49,205 New
Jane Street
5
Jane Street
New York
$1.08M 32,616 +1,036 +3%
CAM
6
Cidel Asset Management
Ontario, Canada
$1.06M 31,917
BFO
7
Biltmore Family Office
North Carolina
$993K 30,000 +30,000 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$958K 28,944 +28,944 New
Truist Financial
9
Truist Financial
North Carolina
$947K 28,594 +28,594 New
HighTower Advisors
10
HighTower Advisors
Illinois
$440K 13,298 +13,298 New
HWMA
11
Heritage Wealth Management (Arizona)
Arizona
$425K 12,837 +1,593 +14%
SPC
12
Sigma Planning Corp
Michigan
$283K 8,555 +102 +1%
MWM
13
Merriman Wealth Management
Washington
$269K 8,131 -290 -3%
AIA
14
Armor Investment Advisors
North Carolina
$240K 7,234 +7,234 New
AIA
15
Arcadia Investment Advisors
Idaho
$66.4K 2,004 +2,004 New
COCM
16
Charter Oak Capital Management
New Hampshire
$51K 1,547 +1,547 New
Bank of America
17
Bank of America
North Carolina
$50K 1,519 +1,519 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$23K 680
CFGS
19
Concourse Financial Group Securities
Alabama