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iShares ESG Screened S&P 500 ETF
XVV

40 hedge funds and large institutions have $147M invested in iShares ESG Screened S&P 500 ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 3 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

567% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 3

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

5.58% more ownership

Funds ownership: 47.97% → 53.54% (+5.6%)

5% more funds holding

Funds holding: 38 → 40 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

8% less capital invested

Capital invested by funds: $159M → $147M (-$12.4M)

Holders
40
Holders Change
+2
Holders Change %
+5.26%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
20
Reduced
3
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$14.2M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.37M
3
MCM
MAI Capital Management
Ohio
+$1.08M
4
BFO
Biltmore Family Office
North Carolina
+$1.08M
5
APW
Atlantic Private Wealth
North Carolina
+$994K

Top Sellers

1
RCS
Retirement Capital Strategies
California
-$4.57M
2
HighTower Advisors
HighTower Advisors
Illinois
-$2.93M
3
Citadel Advisors
Citadel Advisors
Florida
-$501K
4
Walleye Capital
Walleye Capital
New York
-$327K
5
SAS
Sanford Advisory Services
Michigan
-$201K
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$98.3M +$14.2M +459,046 +15%
SLF
2
Sun Life Financial
Ontario, Canada
$23.4M – – –
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$3.1M +$3.37M +109,363 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.6M +$273K +8,857 +11%
APW
5
Atlantic Private Wealth
North Carolina
$2.25M +$994K +32,228 +68%
Truist Financial
6
Truist Financial
North Carolina
$2.15M +$79.4K +2,575 +4%
BFO
7
Biltmore Family Office
North Carolina
$1.9M +$1.08M +34,859 +108%
WBG
8
Wharton Business Group
Pennsylvania
$1.89M +$76.8K +2,490 +4%
Jane Street
9
Jane Street
New York
$1.81M +$234K +7,586 +13%
NYLIM
10
New York Life Investment Management
New York
$1.35M +$488K +15,815 +50%
MCM
11
MAI Capital Management
Ohio
$995K +$1.08M +35,050 New
BMD
12
Better Money Decisions
New Mexico
$978K +$476K +15,415 +81%
CAM
13
Cidel Asset Management
Ontario, Canada
$906K – – –
WCP
14
Wick Capital Partners
Pennsylvania
$582K +$633K +20,505 New
HWMA
15
Heritage Wealth Management (Arizona)
Arizona
$505K -$46.2K -1,498 -8%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$443K +$102K +3,315 +27%
LFG
17
Leverty Financial Group
Wisconsin
$425K -$12.1K -391 -3%
MML Investors Services
18
MML Investors Services
Massachusetts
$335K +$67.1K +2,175 +23%
LPL Financial
19
LPL Financial
California
$311K +$26K +844 +8%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$288K +$92.7K +3,004 +42%
MWM
21
Merriman Wealth Management
Washington
$270K +$43K +1,393 +17%
AIA
22
Armor Investment Advisors
North Carolina
$247K -$1.08K -35 -0.4%
SPC
23
Sigma Planning Corp
Michigan
$235K +$15.9K +514 +7%
KWA
24
KCS Wealth Advisory
California
$216K +$234K +7,600 New
HFA
25
Highland Financial Advisors
New Jersey
$208K +$226K +7,320 New
1
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XVV Hedge Fund Activity: Q2 2022 in Review

40 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P 500 ETF (XVV) for Q2 2022, worth a combined $147M — down 7.8% from $159M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new XVV positions and 8 closed out — a net gain of 2 holders — while 20 added to existing stakes and 3 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $14.2M. The largest seller was Retirement Capital Strategies, exiting entirely with an estimated $4.57M sold.

  • 40 institutional investors held iShares ESG Screened S&P 500 ETF (XVV) as of Q2 2022, up from 38 in Q1 2022.
  • Funds reported $147M of iShares ESG Screened S&P 500 ETF stock for Q2 2022, down 7.8% quarter-over-quarter.
  • 10 funds opened new iShares ESG Screened S&P 500 ETF positions in Q2 2022 and 8 closed out, a net change of +2 holders.
  • The largest iShares ESG Screened S&P 500 ETF buyer in Q2 2022 was Goldman Sachs, an estimated $14.2M added.
  • The largest iShares ESG Screened S&P 500 ETF seller in Q2 2022 was Retirement Capital Strategies, an estimated $4.57M sold.

Based on aggregated 13F filings for Q2 2022.