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iShares ESG Screened S&P 500 ETF
XVV

109 hedge funds and large institutions have $135M invested in iShares ESG Screened S&P 500 ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 23 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 3

74% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 23

11% more funds holding

Funds holding: 98 → 109 (+11)

8% more capital invested

Capital invested by funds: $126M → $135M (+$9.69M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.06% less ownership

Funds ownership: 45.94% → 43.88% (-2.1%)

Holders
109
Holders Change
+11
Holders Change %
+11.22%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
40
Reduced
23
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Two Sigma Investments
Two Sigma Investments
New York
+$2.71M
2
AWM
Apollon Wealth Management
South Carolina
+$1.28M
3
KWA
Kingswood Wealth Advisors
California
+$685K
4
JFA
JNBA Financial Advisors
Minnesota
+$603K
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$561K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$1.75M
2
Jane Street
Jane Street
New York
-$716K
3
FWM
Focused Wealth Management
New York
-$504K
4
BFO
Biltmore Family Office
North Carolina
-$493K
5
Bank of America
Bank of America
North Carolina
-$460K
Name Holding Trade Value Shares
Change 		Change in
Stake
SLF
1
Sun Life Financial
Ontario, Canada
$37.3M – – –
BCM
2
Becker Capital Management
Oregon
$9.21M +$8.87K +195 +0.1%
LPL Financial
3
LPL Financial
California
$6.51M +$172K +3,778 +3%
BWP
4
BSW Wealth Partners
Colorado
$4.3M -$134K -2,948 -3%
JFA
5
JNBA Financial Advisors
Minnesota
$4.29M +$603K +13,266 +16%
BMD
6
Better Money Decisions
New Mexico
$4.25M +$35.9K +790 +0.8%
WBG
7
Wharton Business Group
Pennsylvania
$3.77M -$145K -3,200 -4%
Franklin Resources
8
Franklin Resources
California
$3.53M – – –
APW
9
Atlantic Private Wealth
North Carolina
$3.07M -$112K -2,469 -4%
Two Sigma Investments
10
Two Sigma Investments
New York
$2.7M +$2.71M +59,600 New
Raymond James Financial
11
Raymond James Financial
Florida
$2.6M +$2.61M +57,439 New
BFO
12
Biltmore Family Office
North Carolina
$2.55M -$493K -10,845 -16%
RCS
13
Retirement Capital Strategies
California
$2.32M -$108K -2,370 -4%
M&T Bank
14
M&T Bank
New York
$2.02M – – –
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.93M +$331K +7,280 +21%
GAM
16
Gould Asset Management
California
$1.77M +$69.8K +1,535 +4%
HighTower Advisors
17
HighTower Advisors
Illinois
$1.74M +$47.2K +1,038 +3%
UFA
18
US Financial Advisors
Massachusetts
$1.35M -$17.3K -380 -1%
AIM
19
Archer Investment Management
Texas
$1.35M +$1.36M +29,845 New
WCP
20
Wick Capital Partners
Pennsylvania
$1.35M +$1.46K +32 +0.1%
Bank of America
21
Bank of America
North Carolina
$1.32M -$460K -10,117 -26%
AWM
22
Apollon Wealth Management
South Carolina
$1.27M +$1.28M +28,101 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.23M +$112K +2,457 +10%
FC
24
Financial Council
Maryland
$1.23M -$234K -5,154 -16%
NP
25
NorthRock Partners
Minnesota
$1.22M +$326K +7,176 +36%
1
2 3 4 5

XVV Hedge Fund Activity: Q4 2024 in Review

109 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P 500 ETF (XVV) for Q4 2024, worth a combined $135M — up 7.7% from $126M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new XVV positions and 3 closed out — a net gain of 14 holders — while 40 added to existing stakes and 23 trimmed.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $2.71M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.75M sold.

  • 109 institutional investors held iShares ESG Screened S&P 500 ETF (XVV) as of Q4 2024, up from 98 in Q3 2024.
  • Funds reported $135M of iShares ESG Screened S&P 500 ETF stock for Q4 2024, up 7.7% quarter-over-quarter.
  • 17 funds opened new iShares ESG Screened S&P 500 ETF positions in Q4 2024 and 3 closed out, a net change of +14 holders.
  • The largest iShares ESG Screened S&P 500 ETF buyer in Q4 2024 was Two Sigma Investments, an estimated $2.71M added.
  • The largest iShares ESG Screened S&P 500 ETF seller in Q4 2024 was Citadel Advisors, an estimated $1.75M sold.

Based on aggregated 13F filings for Q4 2024.