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iShares ESG Screened S&P 500 ETF
XVV

28 hedge funds and large institutions have $367M invested in iShares ESG Screened S&P 500 ETF in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 3

215% more capital invested

Capital invested by funds: $117M → $367M (+$250M)

56% more funds holding

Funds holding: 18 → 28 (+10)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

13.78% less ownership

Funds ownership: 117.27% → 103.49% (-14%)

Holders
28
Holders Change
+10
Holders Change %
+55.56%
% of All Funds
0.43%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
10
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SLF
Sun Life Financial
Ontario, Canada
+$218M
2
RCS
Retirement Capital Strategies
California
+$5.08M
3
HighTower Advisors
HighTower Advisors
Illinois
+$2.87M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.29M
5
BMD
Better Money Decisions
New Mexico
+$647K

Top Sellers

Rank Fund Capital Flow
1
NYLIM
New York Life Investment Management
New York
-$672K
2
Jane Street
Jane Street
New York
-$429K
3
WBG
Wharton Business Group
Pennsylvania
-$50.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
SLF
1
Sun Life Financial
Ontario, Canada
$340M +$218M +6,145,074 +197%
RCS
2
Retirement Capital Strategies
California
$7.94M +$5.08M +143,408 +197%
HighTower Advisors
3
HighTower Advisors
Illinois
$3.46M +$2.87M +80,989 +609%
WBG
4
Wharton Business Group
Pennsylvania
$2.36M -$50.5K -1,425 -2%
APW
5
Atlantic Private Wealth
North Carolina
$1.73M +$1.67M +47,146 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.36M +$1.29M +36,398 +5,353%
CAM
7
Cidel Asset Management
Ontario, Canada
$1.17M – – –
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.13M +$66.1K +1,866 +6%
NYLIM
9
New York Life Investment Management
New York
$1.11M -$672K -18,967 -39%
BFO
10
Biltmore Family Office
North Carolina
$1.1M – – –
Truist Financial
11
Truist Financial
North Carolina
$1.05M +$1.91K +54 +0.2%
Jane Street
12
Jane Street
New York
$753K -$429K -12,112 -37%
BMD
13
Better Money Decisions
New Mexico
$670K +$647K +18,252 New
Bank of America
14
Bank of America
North Carolina
$391K +$324K +9,131 +601%
SPC
15
Sigma Planning Corp
Michigan
$319K +$4.86K +137 +2%
AIA
16
Armor Investment Advisors
North Carolina
$313K +$45.4K +1,281 +18%
MWM
17
Merriman Wealth Management
Washington
$299K – – –
RJFSA
18
Raymond James Financial Services Advisors
Florida
$266K +$257K +7,252 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$218K +$211K +5,939 New
SAS
20
Sanford Advisory Services
Michigan
$215K +$207K +5,853 New
LPL Financial
21
LPL Financial
California
$209K +$202K +5,699 New
CWS
22
Confluence Wealth Services
Pennsylvania
$165K +$159K +4,495 New
AIA
23
Arcadia Investment Advisors
Idaho
$73.6K – – –
COCM
24
Charter Oak Capital Management
New Hampshire
$65K +$7.44K +210 +14%
Osaic Holdings
25
Osaic Holdings
Arizona
$15K +$14.2K +401 New
1
2

XVV Hedge Fund Activity: Q4 2021 in Review

28 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P 500 ETF (XVV) for Q4 2021, worth a combined $367M — up 215% from $117M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new XVV positions and 0 closed out — a net gain of 11 holders — while 10 added to existing stakes and 3 trimmed.

The largest buyer was Sun Life Financial, adding an estimated $218M. The largest seller was New York Life Investment Management, cutting an estimated $672K.

  • 28 institutional investors held iShares ESG Screened S&P 500 ETF (XVV) as of Q4 2021, up from 18 in Q3 2021.
  • Funds reported $367M of iShares ESG Screened S&P 500 ETF stock for Q4 2021, up 215% quarter-over-quarter.
  • 11 funds opened new iShares ESG Screened S&P 500 ETF positions in Q4 2021 and 0 closed out, a net change of +11 holders.
  • The largest iShares ESG Screened S&P 500 ETF buyer in Q4 2021 was Sun Life Financial, an estimated $218M added.
  • The largest iShares ESG Screened S&P 500 ETF seller in Q4 2021 was New York Life Investment Management, an estimated $672K sold.

Based on aggregated 13F filings for Q4 2021.