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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$14.2M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$3.37M |
| 3 |
MCM
MAI Capital Management
Independence,
Ohio
|
+$1.08M |
| 4 |
BFO
Biltmore Family Office
Charlotte,
North Carolina
|
+$1.08M |
| 5 |
APW
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
+$994K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$4.57M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$2.93M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$501K |
| 4 |
Walleye Capital
New York
|
-$327K |
| 5 |
SAS
Sanford Advisory Services
Portage,
Michigan
|
-$201K |
XVV Hedge Fund Activity: Q2 2022 in Review
40 of the 5,959 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.