iShares ESG Screened S&P 500 ETF
XVV
128 hedge funds and large institutions have $375M invested in iShares ESG Screened S&P 500 ETF in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 28 reducing their positions, and 8 closing their positions.
150% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 8
131% more capital invested
Capital invested by funds: $162M → $375M (+$213M)
64% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 28
9% more funds holding
Funds holding: 117 → 128 (+11)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.85% less ownership
Funds ownership: 34.5% → 30.65% (-3.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DS
DRW Securities
Chicago,
Illinois
|
+$4.36M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.99M |
| 3 |
Brown Advisory
Baltimore,
Maryland
|
+$1.28M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$852K |
| 5 |
Jane Street
New York
|
+$547K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
-$1.09M |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$555K |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$533K |
| 4 |
PCM
Presidio Capital Management
San Diego,
California
|
-$284K |
| 5 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$203K |
XVV Hedge Fund Activity: Q4 2025 in Review
128 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P 500 ETF (XVV) for Q4 2025, worth a combined $375M — up 131% from $162M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new XVV positions and 8 closed out — a net gain of 12 holders — while 46 added to existing stakes and 28 trimmed.
The largest buyer was DRW Securities, opening a new position worth an estimated $4.36M. The largest seller was Raymond James Financial, cutting an estimated $1.09M.
- 128 institutional investors held iShares ESG Screened S&P 500 ETF (XVV) as of Q4 2025, up from 117 in Q3 2025.
- Funds reported $375M of iShares ESG Screened S&P 500 ETF stock for Q4 2025, up 131% quarter-over-quarter.
- 20 funds opened new iShares ESG Screened S&P 500 ETF positions in Q4 2025 and 8 closed out, a net change of +12 holders.
- The largest iShares ESG Screened S&P 500 ETF buyer in Q4 2025 was DRW Securities, an estimated $4.36M added.
- The largest iShares ESG Screened S&P 500 ETF seller in Q4 2025 was Raymond James Financial, an estimated $1.09M sold.
Based on aggregated 13F filings for Q4 2025.