iShares ESG Screened S&P 500 ETF
XVV
38 hedge funds and large institutions have $159M invested in iShares ESG Screened S&P 500 ETF in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 2 closing their positions.
500% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 2
71% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 7
36% more funds holding
Funds holding: 28 → 38 (+10)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
55.53% less ownership
Funds ownership: 103.49% → 47.97% (-56%)
57% less capital invested
Capital invested by funds: $367M → $159M (-$208M)
Top Buyers
| 1 |
Goldman Sachs
New York
|
+$102M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.76M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$1.51M |
| 4 |
Jane Street
New York
|
+$1.22M |
| 5 |
LFG
Leverty Financial Group
Hudson,
Wisconsin
|
+$524K |
Top Sellers
XVV Hedge Fund Activity: Q1 2022 in Review
38 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P 500 ETF (XVV) for Q1 2022, worth a combined $159M — down 57% from $367M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new XVV positions and 2 closed out — a net gain of 10 holders — while 12 added to existing stakes and 7 trimmed.
The largest buyer was Goldman Sachs, opening a new position worth an estimated $102M. The largest seller was Sun Life Financial, cutting an estimated $287M.
- 38 institutional investors held iShares ESG Screened S&P 500 ETF (XVV) as of Q1 2022, up from 28 in Q4 2021.
- Funds reported $159M of iShares ESG Screened S&P 500 ETF stock for Q1 2022, down 57% quarter-over-quarter.
- 12 funds opened new iShares ESG Screened S&P 500 ETF positions in Q1 2022 and 2 closed out, a net change of +10 holders.
- The largest iShares ESG Screened S&P 500 ETF buyer in Q1 2022 was Goldman Sachs, an estimated $102M added.
- The largest iShares ESG Screened S&P 500 ETF seller in Q1 2022 was Sun Life Financial, an estimated $287M sold.
Based on aggregated 13F filings for Q1 2022.