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iShares ESG Screened S&P 500 ETF
XVV

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.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 1

100% more funds holding

Funds holding: 9 → 18 (+9)

82% more capital invested

Capital invested by funds: $64.1M → $117M (+$52.4M)

32.61% more ownership

Funds ownership: 84.66% → 117.27% (+33%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

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
–

Top Buyers

1
SLF
Sun Life Financial
Ontario, Canada
+$46.6M
2
NYLIM
New York Life Investment Management
New York
+$1.67M
3
BFO
Biltmore Family Office
North Carolina
+$1.02M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$984K
5
Truist Financial
Truist Financial
North Carolina
+$972K

Top Sellers

1
MWM
Merriman Wealth Management
Washington
-$9.86K
Name Holding Trade Value Shares
Change 		Change in
Stake
SLF
1
Sun Life Financial
Ontario, Canada
$103M +$46.6M +1,371,970 +78%
RCS
2
Retirement Capital Strategies
California
$2.41M +$907K +26,686 +58%
WBG
3
Wharton Business Group
Pennsylvania
$2.17M +$257K +7,565 +13%
NYLIM
4
New York Life Investment Management
New York
$1.63M +$1.67M +49,205 New
Jane Street
5
Jane Street
New York
$1.08M +$35.2K +1,036 +3%
CAM
6
Cidel Asset Management
Ontario, Canada
$1.06M – – –
BFO
7
Biltmore Family Office
North Carolina
$993K +$1.02M +30,000 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$958K +$984K +28,944 New
Truist Financial
9
Truist Financial
North Carolina
$947K +$972K +28,594 New
HighTower Advisors
10
HighTower Advisors
Illinois
$440K +$452K +13,298 New
HWMA
11
Heritage Wealth Management (Arizona)
Arizona
$425K +$54.1K +1,593 +14%
SPC
12
Sigma Planning Corp
Michigan
$283K +$3.47K +102 +1%
MWM
13
Merriman Wealth Management
Washington
$269K -$9.86K -290 -3%
AIA
14
Armor Investment Advisors
North Carolina
$240K +$246K +7,234 New
AIA
15
Arcadia Investment Advisors
Idaho
$66.4K +$68.1K +2,004 New
COCM
16
Charter Oak Capital Management
New Hampshire
$51K +$52.6K +1,547 New
Bank of America
17
Bank of America
North Carolina
$50K +$51.6K +1,519 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$23K – – –

XVV Hedge Fund Activity: Q3 2021 in Review

18 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P 500 ETF (XVV) for Q3 2021, worth a combined $117M — up 82% from $64.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new XVV positions and 0 closed out — a net gain of 9 holders — while 6 added to existing stakes and 1 trimmed.

The largest buyer was Sun Life Financial, adding an estimated $46.6M. The largest seller was Merriman Wealth Management, cutting an estimated $9.86K.

  • 18 institutional investors held iShares ESG Screened S&P 500 ETF (XVV) as of Q3 2021, up from 9 in Q2 2021.
  • Funds reported $117M of iShares ESG Screened S&P 500 ETF stock for Q3 2021, up 82% quarter-over-quarter.
  • 9 funds opened new iShares ESG Screened S&P 500 ETF positions in Q3 2021 and 0 closed out, a net change of +9 holders.
  • The largest iShares ESG Screened S&P 500 ETF buyer in Q3 2021 was Sun Life Financial, an estimated $46.6M added.
  • The largest iShares ESG Screened S&P 500 ETF seller in Q3 2021 was Merriman Wealth Management, an estimated $9.86K sold.

Based on aggregated 13F filings for Q3 2021.