iShares ESG Screened S&P 500 ETF
XVV
79 hedge funds and large institutions have $133M invested in iShares ESG Screened S&P 500 ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 8 closing their positions.
113% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 8
48% more capital invested
Capital invested by funds: $89.3M → $133M (+$43.3M)
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
24% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 21
11% more funds holding
Funds holding: 71 → 79 (+8)
8.64% more ownership
Funds ownership: 49.1% → 57.74% (+8.6%)
Top Buyers
Top Sellers
XVV Hedge Fund Activity: Q1 2024 in Review
79 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P 500 ETF (XVV) for Q1 2024, worth a combined $133M — up 48% from $89.3M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new XVV positions and 8 closed out — a net gain of 9 holders — while 26 added to existing stakes and 21 trimmed.
The largest buyer was Retirement Capital Strategies, adding an estimated $24.1M. The largest seller was Envestnet Asset Management, cutting an estimated $1.99M.
- 79 institutional investors held iShares ESG Screened S&P 500 ETF (XVV) as of Q1 2024, up from 71 in Q4 2023.
- Funds reported $133M of iShares ESG Screened S&P 500 ETF stock for Q1 2024, up 48% quarter-over-quarter.
- 17 funds opened new iShares ESG Screened S&P 500 ETF positions in Q1 2024 and 8 closed out, a net change of +9 holders.
- The largest iShares ESG Screened S&P 500 ETF buyer in Q1 2024 was Retirement Capital Strategies, an estimated $24.1M added.
- The largest iShares ESG Screened S&P 500 ETF seller in Q1 2024 was Envestnet Asset Management, an estimated $1.99M sold.
Based on aggregated 13F filings for Q1 2024.