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iShares ESG Screened S&P 500 ETF

98 hedge funds and large institutions have $126M invested in iShares ESG Screened S&P 500 ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

9% more funds holding

Funds holding: 9098 (+8)

6% more capital invested

Capital invested by funds: $118M → $126M (+$7.14M)

0.56% less ownership

Funds ownership: 46.5%45.94% (-0.56%)

18% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 28

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
98
Holders Change
+8
Holders Change %
+8.89%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
15
Increased
23
Reduced
28
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
$36.4M
BCM
2
Becker Capital Management
Oregon
$8.98M -$151K -3,550 -2%
LPL Financial
3
LPL Financial
California
$6.19M +$749K +17,571 +14%
BWP
4
BSW Wealth Partners
Colorado
$4.33M -$50.8K -1,192 -1%
BMD
5
Better Money Decisions
New Mexico
$4.11M -$266K -6,240 -6%
WBG
6
Wharton Business Group
Pennsylvania
$3.82M
JFA
7
JNBA Financial Advisors
Minnesota
$3.6M +$969K +22,734 +39%
Franklin Resources
8
Franklin Resources
California
$3.51M
APW
9
Atlantic Private Wealth
North Carolina
$3.1M -$631K -14,804 -17%
BFO
10
Biltmore Family Office
North Carolina
$2.97M
RCS
11
Retirement Capital Strategies
California
$2.37M -$4.01M -94,158 -64%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$2.02M -$196K -4,609 -9%
M&T Bank
13
M&T Bank
New York
$1.97M -$104K -2,450 -5%
Citadel Advisors
14
Citadel Advisors
Florida
$1.75M +$1.69M +39,680 New
Bank of America
15
Bank of America
North Carolina
$1.73M -$12K -281 -0.7%
GAM
16
Gould Asset Management
California
$1.66M
HighTower Advisors
17
HighTower Advisors
Illinois
$1.65M +$125K +2,936 +9%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.57M -$283K -6,650 -16%
FC
19
Financial Council
Maryland
$1.43M -$16.5K -387 -1%
UFA
20
US Financial Advisors
Massachusetts
$1.34M -$268K -6,279 -17%
WCP
21
Wick Capital Partners
Pennsylvania
$1.32M
MFG
22
Monumental Financial Group
Maryland
$1.18M -$21.4K -503 -2%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.17M +$725 +17 +0.1%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.09M +$86.1K +2,019 +9%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.01M -$13.6K -319 -1%

XVV Hedge Fund Activity: Q3 2024 in Review

98 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P 500 ETF (XVV) for Q3 2024, worth a combined $126M — up 6% from $118M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new XVV positions and 4 closed out — a net gain of 11 holders — while 23 added to existing stakes and 28 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.69M. The largest seller was Retirement Capital Strategies, cutting an estimated $4.01M.

  • 98 institutional investors held iShares ESG Screened S&P 500 ETF (XVV) as of Q3 2024, up from 90 in Q2 2024.
  • Funds reported $126M of iShares ESG Screened S&P 500 ETF stock for Q3 2024, up 6% quarter-over-quarter.
  • 15 funds opened new iShares ESG Screened S&P 500 ETF positions in Q3 2024 and 4 closed out, a net change of +11 holders.
  • The largest iShares ESG Screened S&P 500 ETF buyer in Q3 2024 was Citadel Advisors, an estimated $1.69M added.
  • The largest iShares ESG Screened S&P 500 ETF seller in Q3 2024 was Retirement Capital Strategies, an estimated $4.01M sold.

Based on aggregated 13F filings for Q3 2024.