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iShares ESG Screened S&P 500 ETF

XVV

Market cap $656M

143 hedge funds and large institutions have $304M invested in iShares ESG Screened S&P 500 ETF in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 58 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New

Increased

Maintained

Reduced

Closed

229% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 7

152% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 23

12% more funds holding

Funds holding: 128 → 143 (+15)

1.42% more ownership

Funds ownership: 30.65% → 32.07% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

19% less capital invested

Capital invested by funds: $375M → $304M (-$70.3M)

Holders

143

Holders Change

+15

Holders Change %

+11.72%

% of All Funds

1.76%

Holding in Top 10

Holding in Top 10 Change

–

Holding in Top 10 Change %

–

% of All Funds

0.01%

New

Increased

Reduced

Closed

Calls

–

Puts

–

Net Calls

–

Net Calls Change

–

Top Buyers

1	KeyBank National Association Cleveland, Ohio	+$8.28M
2	Morgan Stanley New York	+$6.56M
3	Bank of New York Mellon New York	+$3.8M
4	Two Sigma Investments New York	+$2.09M
5	Lido Advisors Los Angeles, California	+$2.04M

Top Sellers

1	DS DRW Securities Chicago, Illinois	-$4.4M
2	EWA EP Wealth Advisors Torrance, California	-$1.57M
3	Citadel Advisors Miami, Florida	-$1.49M
4	JFA JNBA Financial Advisors Bloomington, Minnesota	-$796K
5	AIM Archer Investment Management Austin, Texas	-$607K

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1	UOCIM 1 University of Cambridge Investment Management Cambridge,	$108M	–	–	–
2	SLF 2 Sun Life Financial Toronto, Ontario, Canada	$40.5M	–	–	–
3	3 LPL Financial San Diego, California	$13.5M	+$903K	+17,383	+7%
4	BCM 4 Becker Capital Management Portland, Oregon	$12.2M	+$850K	+16,375	+7%
5	5 Brown Advisory Baltimore, Maryland	$10.8M	+$1.82M	+34,955	+19%
6	6 KeyBank National Association Cleveland, Ohio	$7.85M	+$8.28M	+159,517	New
7	7 Morgan Stanley New York	$6.32M	+$6.56M	+126,314	+6,297%
8	JFA 8 JNBA Financial Advisors Bloomington, Minnesota	$4.22M	-$796K	-15,319	-15%
9	WBG 9 Wharton Business Group Malvern, Pennsylvania	$3.76M	–	–	–
10	10 Franklin Resources San Mateo, California	$3.74M	–	–	–
11	11 Bank of New York Mellon New York	$3.6M	+$3.8M	+73,210	New
12	12 Thrivent Financial for Lutherans Minneapolis, Minnesota	$3.56M	+$295K	+5,682	+9%
13	APW 13 Atlantic Private Wealth Chapel Hill, North Carolina	$3.52M	+$199K	+3,828	+6%
14	ABWM 14 Alpine Bank Wealth Management Grand Junction, Colorado	$3.46M	-$463K	-8,923	-11%
15	BWP 15 BSW Wealth Partners Boulder, Colorado	$3.09M	–	–	–
16	16 Raymond James Financial St Petersburg, Florida	$3.03M	-$377K	-7,255	-11%
17	BFO 17 Biltmore Family Office Charlotte, North Carolina	$2.77M	–	–	–
18	NP 18 NorthRock Partners Minneapolis, Minnesota	$2.33M	+$515K	+9,921	+27%
19	19 HighTower Advisors Chicago, Illinois	$2.28M	+$259K	+4,978	+12%
20	GAM 20 Gould Asset Management Claremont, California	$2.2M	+$143K	+2,760	+7%
21	EWA 21 EP Wealth Advisors Torrance, California	$2.04M	-$1.57M	-30,214	-42%
22	22 Two Sigma Investments New York	$1.98M	+$2.09M	+40,300	New
23	BCWM 23 Bartlett & Co Wealth Management Cincinnati, Ohio	$1.95M	+$1.85M	+35,571	New
24	24 Lido Advisors Los Angeles, California	$1.93M	+$2.04M	+39,312	New
25	MCM 25 MAI Capital Management Independence, Ohio	$1.58M	+$526K	+10,128	+46%