iShares ESG Screened S&P 500 ETF (XVV)

Market Cap: $249M

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

23% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 22

15% more funds holding

Funds holding: 74 [Q1] → 85 (+11) [Q2]

11% less capital invested

Capital invested by funds: $131M [Q1] → $116M (-$14.6M) [Q2]

11.28% less ownership

Funds ownership: 56.95% [Q1] → 45.66% (-11.28%) [Q2]

25% less funds holding in top 10

Funds holding in top 10: 4 [Q1] → 3 (-1) [Q2]