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iShares ESG Screened S&P 500 ETF

90 hedge funds and large institutions have $118M invested in iShares ESG Screened S&P 500 ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

32% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 22

14% more funds holding

Funds holding: 7990 (+11)

11% less capital invested

Capital invested by funds: $133M → $118M (-$14.2M)

11.24% less ownership

Funds ownership: 57.74%46.5% (-11%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
90
Holders Change
+11
Holders Change %
+13.92%
% of All Funds
1.3%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
16
Increased
29
Reduced
22
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SLF
1
Sun Life Financial
Ontario, Canada
$34.6M
BCM
2
Becker Capital Management
Oregon
$8.69M -$1.1M -27,340 -12%
RCS
3
Retirement Capital Strategies
California
$6.21M -$24.2M -602,086 -80%
LPL Financial
4
LPL Financial
California
$5.14M +$3.18M +79,050 +183%
BMD
5
Better Money Decisions
New Mexico
$4.17M +$112K +2,782 +3%
BWP
6
BSW Wealth Partners
Colorado
$4.17M -$442K -10,982 -10%
WBG
7
Wharton Business Group
Pennsylvania
$3.63M
APW
8
Atlantic Private Wealth
North Carolina
$3.57M +$6.28K +156 +0.2%
Franklin Resources
9
Franklin Resources
California
$3.28M +$469K +11,665 +18%
BFO
10
Biltmore Family Office
North Carolina
$2.82M
JFA
11
JNBA Financial Advisors
Minnesota
$2.47M +$743K +18,456 +46%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$2.11M +$120K +2,971 +6%
M&T Bank
13
M&T Bank
New York
$1.98M
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.77M +$55.9K +1,389 +3%
Bank of America
15
Bank of America
North Carolina
$1.66M -$225K -5,594 -12%
GAM
16
Gould Asset Management
California
$1.58M
UFA
17
US Financial Advisors
Massachusetts
$1.54M -$127K -3,158 -8%
HighTower Advisors
18
HighTower Advisors
Illinois
$1.44M +$1.12M +27,743 +419%
FC
19
Financial Council
Maryland
$1.37M -$28.4K -707 -2%
WCP
20
Wick Capital Partners
Pennsylvania
$1.25M +$4.71K +117 +0.4%
MFG
21
Monumental Financial Group
Maryland
$1.14M -$7.36K -183 -0.7%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.11M +$40.8K +1,013 +4%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$972K +$302K +7,507 +48%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$954K +$82.6K +2,052 +10%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$896K +$145K +3,600 +20%

XVV Hedge Fund Activity: Q2 2024 in Review

90 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P 500 ETF (XVV) for Q2 2024, worth a combined $118M — down 11% from $133M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new XVV positions and 4 closed out — a net gain of 12 holders — while 29 added to existing stakes and 22 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.18M. The largest seller was Retirement Capital Strategies, cutting an estimated $24.2M.

  • 90 institutional investors held iShares ESG Screened S&P 500 ETF (XVV) as of Q2 2024, up from 79 in Q1 2024.
  • Funds reported $118M of iShares ESG Screened S&P 500 ETF stock for Q2 2024, down 11% quarter-over-quarter.
  • 16 funds opened new iShares ESG Screened S&P 500 ETF positions in Q2 2024 and 4 closed out, a net change of +12 holders.
  • The largest iShares ESG Screened S&P 500 ETF buyer in Q2 2024 was LPL Financial, an estimated $3.18M added.
  • The largest iShares ESG Screened S&P 500 ETF seller in Q2 2024 was Retirement Capital Strategies, an estimated $24.2M sold.

Based on aggregated 13F filings for Q2 2024.