iShares ESG Screened S&P 500 ETF
XVV
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109 hedge funds and large institutions have $129M invested in iShares ESG Screened S&P 500 ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 37 increasing their positions, 33 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
1.21% less ownership
Funds ownership: 43.88% → 42.67% (-1.2%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Holders
109
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$1.28M | |
| 2 | +$1.17M | |
| 3 | +$848K | |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$454K |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$428K |
Top Sellers
| 1 | -$2.02M | |
| 2 | -$1.09M | |
| 3 | -$683K | |
| 4 |
AIM
Archer Investment Management
Austin,
Texas
|
-$486K |
| 5 |
SS
Sunbelt Securities
Houston,
Texas
|
-$443K |
