iShares ESG Screened S&P 500 ETF
XVV • BATS
iShares ESG Screened S&P 500 ETF is an exchange-traded fund on BATS. As of Q3 2025, 117 institutional investors hold shares in this ETF, with total holdings valued at $161.4M. SUN LIFE FINANCIAL INC is the largest holder with a position valued at $42.4M.
Overview
Overview of institutional ownership in XVV as of Q3 2025
All Institutions
- Institutions
- 117
- Value Held
- $161.4M
- Shares Held
- 3.1M
- Avg Position
- $1.4M
- Median Position
- $454.1K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $1.4M
- Shares Held
- 27.0K
- Avg Position
- $1.4M
- Median Position
- $1.4M
Biggest Investors
Institutions with the largest positions in XVV as of Q3 2025
| Institution | Position Value |
|---|---|
 SUN LIFE FINANCIAL INC Institution | $42.4M 2.22% of portfolio |
 BECKER CAPITAL MANAGEMENT INC RIA/Wealth | $11.6M 0.34% of portfolio |
L LPL Financial LLC Institution | $11.2M 0.00% of portfolio |
B BROWN ADVISORY INC RIA/Wealth | $8.2M 0.01% of portfolio |
 JNBA Financial Advisors RIA/Wealth | $5.0M 0.45% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $4.6M 0.00% of portfolio |
A Alpine Bank Wealth Management Institution | $4.2M 0.59% of portfolio |
 Wharton Business Group, LLC RIA/Wealth | $3.9M 0.17% of portfolio |
 FRANKLIN RESOURCES INC Institution | $3.9M 0.00% of portfolio |
 Atlantic Private Wealth, LLC RIA/Wealth | $3.5M 2.29% of portfolio |
Net Capital Flow
Institutional buying and selling activity for XVV in Q3 2025
- Traded
- +$14.7M
- Buyers
- 55
- Sellers
- 38
- Total Bought
- +$22.5M
- Total Sold
- −$7.9M
- Avg Position
- $1.3M
Biggest Buyers
| Institution | Net Bought |
|---|---|
B BROWN ADVISORY INC RIA/Wealth | +$8.2M +159.5K shares |
 THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | +$3.2M +63.0K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$1.5M +29.1K shares |
W Wick Capital Partners, LLC RIA/Wealth | +$1.2M +23.3K shares |
L LPL Financial LLC Institution | +$1.1M +21.3K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$925.3K +18.0K shares |
JNBA Financial Advisors RIA/Wealth | +$743.3K +14.4K shares |
 FMR LLC Institution | +$680.7K +13.2K shares |
 Savant Capital, LLC RIA/Wealth | +$646.4K +12.5K shares |
A Alpine Bank Wealth Management Institution | +$538.1K +10.4K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | −$1.9M −40.6K shares |
J JANE STREET GROUP, LLC Institution | −$1.1M −23.5K shares |
 MML INVESTORS SERVICES, LLC RIA/Wealth | −$1.0M −19.8K shares |
C Colony Group, LLC Institution | −$782.7K −15.2K shares |
R ROYAL BANK OF CANADA Institution | −$499.2K −9.7K shares |
L Leverty Financial Group, LLC RIA/Wealth | −$451.3K −9.5K shares |
 Heritage Family Offices, LLP Family Office | −$354.7K −8.3K shares |
 BSW Wealth Partners RIA/Wealth | −$327.7K −6.4K shares |
−$282.9K −5.9K shares | |
O OLD MISSION CAPITAL LLC Institution | −$234.2K −4.9K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited XVV in Q3 2025
- New Positions
- 14
- New Value
- $11.5M
- Exited Positions
- 7
- Exited Value
- $4.4M
New Positions
| Institution | Position Value |
|---|---|
B BROWN ADVISORY INC RIA/Wealth | $8.2M 159.5K shares |
Savant Capital, LLC RIA/Wealth | $646.4K 12.5K shares |
 Black Diamond Financial, LLC RIA/Wealth | $477.3K 9.3K shares |
 Pettinga Financial Advisors, LLC RIA/Wealth | $420.6K 8.2K shares |
 Curtis Advisory Group, LLC RIA/Wealth | $325.9K 6.3K shares |
 Rockefeller Capital Management L.P. Long Only Manager | $324.6K 6.3K shares |
 Valeo Financial Advisors, LLC RIA/Wealth | $240.7K 4.7K shares |
 RMR Wealth Builders RIA/Wealth | $221.6K 4.3K shares |
 Horst & Graben Wealth Management LLC RIA/Wealth | $202.8K 3.9K shares |
 Kovitz Investment Group Partners, LLC RIA/Wealth | $202.5K 3.9K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | $1.9M 40.6K shares |
J JANE STREET GROUP, LLC Institution | $1.1M 23.5K shares |
L Leverty Financial Group, LLC RIA/Wealth | $451.3K 9.5K shares |
Heritage Family Offices, LLP Family Office | $354.7K 8.3K shares |
$282.9K 5.9K shares | |
O OLD MISSION CAPITAL LLC Institution | $234.2K 4.9K shares |
 SRS Capital Advisors, Inc. RIA/Wealth | $17.1K 359.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in XVV as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with XVV as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Atlantic Private Wealth, LLC RIA/Wealth | 2.29% $3.5M |
SUN LIFE FINANCIAL INC Institution | 2.22% $42.4M |
 Financial Council Asset Management Inc RIA/Wealth | 0.68% $1.5M |
A Alpine Bank Wealth Management Institution | 0.59% $4.2M |
 Archer Investment Management, LLC RIA/Wealth | 0.57% $925.2K |
M Measured Risk Portfolios, Inc. RIA/Wealth | 0.51% $466.6K |
 Sound Stewardship, LLC RIA/Wealth | 0.47% $985.5K |
JNBA Financial Advisors RIA/Wealth | 0.45% $5.0M |
 Biltmore Family Office, LLC Family Office | 0.41% $2.9M |
BSW Wealth Partners RIA/Wealth | 0.41% $3.3M |
Hedge Fund Spotlight
Discover hedge funds investing in XVV
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
Position in iShares ESG Screened S&P 500 ETF
- Market Value
- $1.4M
- Shares Held
- 27.0K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q2
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
