iShares ESG Screened S&P 500 ETF (XVV)

• Market cap: $311M
• 1 day: 0.95%
• 5 days: -2.54%
• 1 month: 0.37%
• 3 months: 3.89%
• 6 months: 8.50%
• Year to date: 26.53%
• 1 year: 27.38%
• 5 years: 84.38%
• 10 years: 84.38%

Fund manager confidence

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

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

11% more funds holding

Funds holding: 85 [Q2] → 94 (+9) [Q3]

6% more capital invested

Capital invested by funds: $116M [Q2] → $123M (+$7.27M) [Q3]

0.48% less ownership

Funds ownership: 45.66% [Q2] → 45.19% (-0.48%) [Q3]

19% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 27

67% less funds holding in top 10

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