ISHARES ESG SCREENED S&P500 (XVV) Institutional Ownership Changes & 13F Activity
ISHARES ESG SCREENED S&P500 (XVV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Sun Life Financial Inc, Morgan Stanley, Jpmorgan Chase & Co, Susquehanna International Group, Llp, and Retirement Capital Strategies.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Cornerstone Financial Management Llc | Buy | +2,699 | +14.2% | 21,718 | $1.23M | Q2 2026 | Aug 28, 2026 |
| Corient Private Wealth Llc | Buy | +6 | +0.1% | 6,608 | $375.26K | Q2 2026 | Aug 27, 2026 |
| Mercer Global Advisors Inc | Sell | -7,312 | -33.4% | 14,561 | $826.92K | Q2 2026 | Aug 19, 2026 |
| Archer Investment Corp | Buy | +356 | +3.4% | 10,936 | $621.05K | Q2 2026 | Aug 19, 2026 |
| Susquehanna International Group, Llp | Buy | +23,020 | — | 23,020 | $1.31M | Q2 2026 | Aug 14, 2026 |
| Retirement Capital Strategies | Buy | +14,725 | +95.7% | 30,106 | $1.71M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -9,469 | -64.3% | 5,263 | $298.89K | Q2 2026 | Aug 14, 2026 |
| Brown Advisory Inc | Buy | +8,691 | +4.0% | 227,661 | $12.93M | Q2 2026 | Aug 14, 2026 |
| Thrivent Financial For Lutherans | Buy | +6,292 | +8.7% | 78,662 | $4.47M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -5,095 | -8.3% | 56,515 | $3.21M | Q2 2026 | Aug 14, 2026 |
| Destination Wealth Management | Buy | +3,848 | — | 3,848 | $218.54K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +2,843 | +32.7% | 11,548 | $655.84K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +2,093 | +6.9% | 32,248 | $1.83M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +1,162 | +4.0% | 30,222 | $1.72M | Q2 2026 | Aug 14, 2026 |
| Mai Capital Management | Sell | -468 | -1.5% | 31,548 | $1.79M | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, Llc | Buy | +231 | +1.2% | 19,074 | $1.08M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +176 | +6.9% | 2,743 | $155.78K | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +64 | — | 64 | $3.63K | Q2 2026 | Aug 14, 2026 |
| Betterment Llc | Buy | +14 | +0.2% | 9,281 | $527.00K | Q2 2026 | Aug 14, 2026 |
| Wick Capital Partners, Llc | Sell | -13 | -0.0% | 30,129 | $1.71M | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Sell | -122,195 | -95.2% | 6,125 | $347.84K | Q2 2026 | Aug 13, 2026 |
| Prosperity Consulting Group, Llc | Buy | +2,995 | +21.3% | 17,064 | $969.07K | Q2 2026 | Aug 13, 2026 |
| O'Shaughnessy Asset Management, Llc | Buy | +2,339 | — | 2,339 | $132.83K | Q2 2026 | Aug 13, 2026 |
| Elwood & Goetz Wealth Advisory Group, Llc | Buy | +1,135 | +22.3% | 6,220 | $353.23K | Q2 2026 | Aug 13, 2026 |
| Mariner, Llc | Buy | +795 | +4.5% | 18,461 | $1.05M | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Buy | +382 | +14.4% | 3,026 | $171.87K | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +30 | +1.9% | 1,599 | $90.81K | Q2 2026 | Aug 13, 2026 |
| Rmg Wealth Management Llc | Buy | +5 | — | 5 | $795.00 | Q2 2026 | Aug 13, 2026 |
| Sun Life Financial Inc | Sell | -381,421 | -46.3% | 441,619 | $25.08K | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +29,218 | — | 29,218 | $1.65M | Q2 2026 | Aug 12, 2026 |
Frequently asked questions about XVV activity
Which institutional owners are buying XVV?
Institutional owners buying XVV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in XVV activity?
"Buy" means an investor increased their reported position in XVV compared to the prior reporting period. This reflects growing exposure to ISHARES ESG SCREENED S&P500 (XVV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in XVV increasing?
Institutional interest in XVV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.