iShares ESG Screened S&P 500 ETF
XVV
XVV
57 hedge funds and large institutions have $96.4M invested in iShares ESG Screened S&P 500 ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
6.18% more ownership
Funds ownership: 43.38% → 49.56% (+6.2%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Holders
57
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$25.4M | |
| 2 | +$4.08M | |
| 3 | +$2.78M | |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$598K |
| 5 |
MBI
Montrusco Bolton Investments
Montreal,
Quebec, Canada
|
+$349K |
Top Sellers
| 1 | -$599K | |
| 2 | -$397K | |
| 3 | -$188K | |
| 4 |
NYLIM
New York Life Investment Management
New York
|
-$124K |
| 5 |
UFA
US Financial Advisors
Braintree,
Massachusetts
|
-$112K |