iShares ESG Screened S&P 500 ETF
XVV
60 hedge funds and large institutions have $161M invested in iShares ESG Screened S&P 500 ETF in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 23 increasing their positions, 7 reducing their positions, and 2 closing their positions.
850% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 2
229% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 7
36% more funds holding
Funds holding: 44 → 60 (+16)
19.11% more ownership
Funds ownership: 53.97% → 73.08% (+19%)
15% more capital invested
Capital invested by funds: $140M → $161M (+$21.2M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
Top Sellers
XVV Hedge Fund Activity: Q4 2022 in Review
60 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P 500 ETF (XVV) for Q4 2022, worth a combined $161M — up 15% from $140M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new XVV positions and 2 closed out — a net gain of 17 holders — while 23 added to existing stakes and 7 trimmed.
The largest buyer was Lido Advisors, opening a new position worth an estimated $5.67M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $2.02M.
- 60 institutional investors held iShares ESG Screened S&P 500 ETF (XVV) as of Q4 2022, up from 44 in Q3 2022.
- Funds reported $161M of iShares ESG Screened S&P 500 ETF stock for Q4 2022, up 15% quarter-over-quarter.
- 19 funds opened new iShares ESG Screened S&P 500 ETF positions in Q4 2022 and 2 closed out, a net change of +17 holders.
- The largest iShares ESG Screened S&P 500 ETF buyer in Q4 2022 was Lido Advisors, an estimated $5.67M added.
- The largest iShares ESG Screened S&P 500 ETF seller in Q4 2022 was Cambridge Investment Research Advisors, an estimated $2.02M sold.
Based on aggregated 13F filings for Q4 2022.