iShares ESG Screened S&P 500 ETF
XVV
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.
22% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 9
12% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 33
0% more funds holding
Funds holding: 109 → 109 (0)
5% less capital invested
Capital invested by funds: $135M → $129M (-$6.52M)
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.35M |
| 2 |
BCM
Becker Capital Management
Portland,
Oregon
|
+$1.23M |
| 3 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$897K |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$480K |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$453K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
M&T Bank
Buffalo,
New York
|
-$2.02M |
| 2 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$1.15M |
| 3 |
KWA
Kingswood Wealth Advisors
San Diego,
California
|
-$683K |
| 4 |
AIM
Archer Investment Management
Austin,
Texas
|
-$515K |
| 5 |
SS
Sunbelt Securities
Houston,
Texas
|
-$469K |
XVV Hedge Fund Activity: Q1 2025 in Review
109 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P 500 ETF (XVV) for Q1 2025, worth a combined $129M — down 4.8% from $135M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new XVV positions and 9 closed out — a net gain of 2 holders — while 37 added to existing stakes and 33 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.35M. The largest seller was M&T Bank, exiting entirely with an estimated $2.02M sold.
- 109 institutional investors held iShares ESG Screened S&P 500 ETF (XVV) as of Q1 2025, unchanged from Q4 2024.
- Funds reported $129M of iShares ESG Screened S&P 500 ETF stock for Q1 2025, down 4.8% quarter-over-quarter.
- 11 funds opened new iShares ESG Screened S&P 500 ETF positions in Q1 2025 and 9 closed out, a net change of +2 holders.
- The largest iShares ESG Screened S&P 500 ETF buyer in Q1 2025 was LPL Financial, an estimated $1.35M added.
- The largest iShares ESG Screened S&P 500 ETF seller in Q1 2025 was M&T Bank, an estimated $2.02M sold.
Based on aggregated 13F filings for Q1 2025.