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iShares ESG Screened S&P 500 ETF

117 hedge funds and large institutions have $162M invested in iShares ESG Screened S&P 500 ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

23% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 31

13% more capital invested

Capital invested by funds: $144M → $162M (+$18.3M)

5% more funds holding

Funds holding: 111117 (+6)

0.32% more ownership

Funds ownership: 34.18%34.5% (+0.32%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
117
Holders Change
+6
Holders Change %
+5.41%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
38
Reduced
31
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SLF
1
Sun Life Financial
Ontario, Canada
$42.4M
BCM
2
Becker Capital Management
Oregon
$11.6M -$53.7K -1,085 -0.5%
LPL Financial
3
LPL Financial
California
$11.2M +$1.06M +21,320 +11%
Brown Advisory
4
Brown Advisory
Maryland
$8.22M +$7.9M +159,499 New
JFA
5
JNBA Financial Advisors
Minnesota
$5M +$714K +14,428 +17%
Raymond James Financial
6
Raymond James Financial
Florida
$4.63M +$1.44M +29,116 +48%
ABWM
7
Alpine Bank Wealth Management
Colorado
$4.19M +$517K +10,445 +15%
WBG
8
Wharton Business Group
Pennsylvania
$3.94M
Franklin Resources
9
Franklin Resources
California
$3.92M
APW
10
Atlantic Private Wealth
North Carolina
$3.49M
BWP
11
BSW Wealth Partners
Colorado
$3.29M -$315K -6,360 -9%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$3.25M +$3.12M +62,988 New
BFO
13
Biltmore Family Office
North Carolina
$2.9M
GAM
14
Gould Asset Management
California
$2.11M +$68.7K +1,388 +4%
HighTower Advisors
15
HighTower Advisors
Illinois
$2.09M -$11.5K -232 -0.6%
NP
16
NorthRock Partners
Minnesota
$1.72M +$41.9K +846 +3%
Bank of America
17
Bank of America
North Carolina
$1.57M +$202K +4,083 +15%
WCP
18
Wick Capital Partners
Pennsylvania
$1.54M +$1.15M +23,260 +348%
FC
19
Financial Council
Maryland
$1.52M -$14.2K -286 -1%
AWM
20
Apollon Wealth Management
South Carolina
$1.5M -$18.1K -366 -1%
JP Morgan Chase
21
JP Morgan Chase
New York
$1.4M +$111K +2,252 +9%
Citadel Advisors
22
Citadel Advisors
Florida
$1.39M +$889K +17,959 +198%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.36M -$24.1K -486 -2%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.31M +$35.5K +717 +3%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1.19M -$480K -9,689 -30%

XVV Hedge Fund Activity: Q3 2025 in Review

117 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P 500 ETF (XVV) for Q3 2025, worth a combined $162M — up 13% from $144M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new XVV positions and 7 closed out — a net gain of 10 holders — while 38 added to existing stakes and 31 trimmed.

The largest buyer was Brown Advisory, opening a new position worth an estimated $7.9M. The largest seller was Two Sigma Investments, exiting entirely with an estimated $1.94M sold.

  • 117 institutional investors held iShares ESG Screened S&P 500 ETF (XVV) as of Q3 2025, up from 111 in Q2 2025.
  • Funds reported $162M of iShares ESG Screened S&P 500 ETF stock for Q3 2025, up 13% quarter-over-quarter.
  • 17 funds opened new iShares ESG Screened S&P 500 ETF positions in Q3 2025 and 7 closed out, a net change of +10 holders.
  • The largest iShares ESG Screened S&P 500 ETF buyer in Q3 2025 was Brown Advisory, an estimated $7.9M added.
  • The largest iShares ESG Screened S&P 500 ETF seller in Q3 2025 was Two Sigma Investments, an estimated $1.94M sold.

Based on aggregated 13F filings for Q3 2025.