iShares ESG Screened S&P 500 ETF
XVV
44 hedge funds and large institutions have $140M invested in iShares ESG Screened S&P 500 ETF in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
100% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 8
10% more funds holding
Funds holding: 40 → 44 (+4)
0.43% more ownership
Funds ownership: 53.54% → 53.97% (+0.43%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less capital invested
Capital invested by funds: $147M → $140M (-$6.92M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.11M |
| 2 |
RF
RHS Financial
San Francisco,
California
|
+$466K |
| 3 |
GF
Gries Financial
Cleveland,
Ohio
|
+$357K |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
+$351K |
| 5 |
MBI
Montrusco Bolton Investments
Montreal,
Quebec, Canada
|
+$350K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.81M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$423K |
| 3 |
NYLIM
New York Life Investment Management
New York
|
-$356K |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$286K |
| 5 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$201K |
XVV Hedge Fund Activity: Q3 2022 in Review
44 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P 500 ETF (XVV) for Q3 2022, worth a combined $140M — down 4.7% from $147M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new XVV positions and 4 closed out — a net gain of 4 holders — while 16 added to existing stakes and 8 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.11M. The largest seller was Jane Street, exiting entirely with an estimated $1.81M sold.
- 44 institutional investors held iShares ESG Screened S&P 500 ETF (XVV) as of Q3 2022, up from 40 in Q2 2022.
- Funds reported $140M of iShares ESG Screened S&P 500 ETF stock for Q3 2022, down 4.7% quarter-over-quarter.
- 8 funds opened new iShares ESG Screened S&P 500 ETF positions in Q3 2022 and 4 closed out, a net change of +4 holders.
- The largest iShares ESG Screened S&P 500 ETF buyer in Q3 2022 was Citadel Advisors, an estimated $1.11M added.
- The largest iShares ESG Screened S&P 500 ETF seller in Q3 2022 was Jane Street, an estimated $1.81M sold.
Based on aggregated 13F filings for Q3 2022.