iShares ESG Screened S&P 500 ETF
XVV
159 hedge funds and large institutions have $300M invested in iShares ESG Screened S&P 500 ETF in 2026 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 59 increasing their positions, 40 reducing their positions, and 8 closing their positions.
225% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 8
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
48% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 40
11% more funds holding
Funds holding: 143 → 159 (+16)
0.12% less ownership
Funds ownership: 32.07% → 31.95% (-0.12%)
2% less capital invested
Capital invested by funds: $304M → $300M (-$4.57M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.81M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.27M |
| 3 |
M&T Bank
Buffalo,
New York
|
+$909K |
| 4 |
KeyBank National Association
Cleveland,
Ohio
|
+$871K |
| 5 |
HFO
Heritage Family Offices
Scottsdale,
Arizona
|
+$866K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SLF
Sun Life Financial
Toronto,
Ontario, Canada
|
-$21.1M |
| 2 |
Morgan Stanley
New York
|
-$6.75M |
| 3 |
Two Sigma Investments
New York
|
-$1.98M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.18M |
| 5 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
-$552K |
XVV Hedge Fund Activity: Q2 2026 in Review
159 of the 8,303 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Screened S&P 500 ETF (XVV) for Q2 2026, worth a combined $300M — down 1.5% from $304M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new XVV positions and 8 closed out — a net gain of 18 holders — while 59 added to existing stakes and 40 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.81M. The largest seller was Sun Life Financial, cutting an estimated $21.1M.
- 159 institutional investors held iShares ESG Screened S&P 500 ETF (XVV) as of Q2 2026, up from 143 in Q1 2026.
- Funds reported $300M of iShares ESG Screened S&P 500 ETF stock for Q2 2026, down 1.5% quarter-over-quarter.
- 26 funds opened new iShares ESG Screened S&P 500 ETF positions in Q2 2026 and 8 closed out, a net change of +18 holders.
- The largest iShares ESG Screened S&P 500 ETF buyer in Q2 2026 was LPL Financial, an estimated $1.81M added.
- The largest iShares ESG Screened S&P 500 ETF seller in Q2 2026 was Sun Life Financial, an estimated $21.1M sold.
Based on aggregated 13F filings for Q2 2026.