iShares ESG Screened S&P 500 ETF (XVV)

• Market cap: $321M
• 1 day: 0.91%
• 5 days: 3.17%
• 1 month: 1.00%
• 3 months: 3.67%
• 6 months: 8.73%
• Year to date: 3.12%
• 1 year: 25.19%
• 5 years: 87.93%
• 10 years: 87.93%

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

10% more funds holding

Funds holding: 86 [Q2] → 95 (+9) [Q3]

6% more capital invested

Capital invested by funds: $117M [Q2] → $124M (+$7.23M) [Q3]

0.5% less ownership

Funds ownership: 45.84% [Q2] → 45.34% (-0.5%) [Q3]

21% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 28

67% less funds holding in top 10

Funds holding in top 10: 3 [Q2] → 1 (-2) [Q3]