Who Owns XVV?
iShares ESG Select Screened S&P 500 ETF — Institutional Ownership & 13F Holdings
$54.69
+0.11 (+0.20%)
Market Cap
$475.7M
Shares Outstanding
9,213,249
Institutional Holders
107
Total Inst. Value
$195.2M
% of Float Held
—
QoQ Holder Change
+61
Institutional data as of Q1 2025
New Positions
30
Closed Positions
11
Increased
31
Decreased
26
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONew | $126.0M | 2,945 |
| 2 | BECKER CAPITAL MANAGEMENT INC | $9.9M | 230,524 |
| 3 | Better Money Decisions, LLCNew | $3.7M | 86,777 |
| 4 | Alpine Bank Wealth ManagementNew | $3.3M | 77,966 |
| 5 | FRANKLIN RESOURCES INC | $3.3M | 75,998 |
| 6 | Wharton Business Group, LLC | $3.2M | 75,555 |
| 7 | Atlantic Private Wealth, LLC | $2.9M | 67,670 |
| 8 | RAYMOND JAMES FINANCIAL INC | $2.5M | 58,844 |
| 9 | Biltmore Family Office, LLC | $2.4M | 56,201 |
| 10 | HighTower Advisors, LLC | $1.7M | 38,746 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONew | +3K | $126.0M |
| BECKER CAPITAL MANAGEMENT INC | +27K | $9.9M |
| Better Money Decisions, LLCNew | +87K | $3.7M |
| Alpine Bank Wealth ManagementNew | +78K | $3.3M |
| Atlantic Private Wealth, LLC | +1 | $2.9M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| RETIREMENT CAPITAL STRATEGIES | -25K | $1.1M |
| Sunbelt Securities, Inc. | -10K | $39K |
| BSW Wealth Partners | -9K | $4K |
| Wharton Business Group, LLC | -8K | $3.2M |
| JNBA Financial Advisors | -7K | $4K |
Related Stocks
Frequently Asked Questions
How many institutional investors hold XVV?
As of Q1 2025, 107 institutional investors report holding XVV (iShares ESG Select Screened S&P 500 ETF) in their 13F filings.
Which hedge fund owns the most XVV?
The largest institutional holder of XVV is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $126.0M in shares.
Are institutions buying or selling XVV?
This quarter, 30 institutions opened new positions in XVV and 11 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.