XVV

Ishares Esg Select Screened

-$70.7M

Net Activity

Institutions Holding

144

Popularity Rank

#3645

Avg Weight

0.80%

Total Value

$304.0M

Ownership Trend

144 institutions currently hold XVV, with 82 net buyers and 32 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

32

Net Buying Institutions

82

Key Holders

Key Holders

Top 5 by Value

UO
University of Cambridge Investment Management Ltd
$108.4M
SL
Sun Life Financial INC
$40.5M
LF
LPL Financial LLC
$13.5M
BC
Becker Capital Management INC
$12.2M
BA
Brown Advisory INC
$10.8M

Top 5 by Conviction

UO
University of Cambridge Investment Management Ltd
100.00%
SL
Sun Life Financial INC
2.30%
AP
Atlantic Private Wealth, LLC
2.30%
CF
Cornerstone Financial Management LLC
0.86%
FC
Financial Council, LLC
0.54%
View all 144 holding institutions

Quarterly Activity

Recent Activity

+$108.7M

Total Buy Value

$230.3M

Total Sell Value

New buy24
Trim24
Add58
Sold out8

82

Net Buyers

32

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding ISHARES ESG SELECT SCREENED (XVV)?
Major stakeholders currently include University of Cambridge Investment Management Ltd ($108.4M), Sun Life Financial INC ($40.5M), LPL Financial LLC ($13.5M). Based on the latest 13F filings, there are a total of 144 tracked investment funds and institutions maintaining positions in XVV.
What is the overall institutional sentiment toward XVV recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $70.7M, driven by 82 managers accumulating shares while 32 reduced their exposure.
Which institutions have been selling or reducing their XVV positions?
In the latest period, 24 funds trimmed their holdings, and 8 managers completely exited their positions. The aggregate reported sell value was $230.3M.
Are there any notable investors adding XVV to their portfolios?
Yes, buying activity remains notable. 24 institutions opened new positions in {ticker}, and 58 existing holders added to their shares. The total reported buy value for the quarter amounted to $108.7M.

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