iShares ESG Select Screened S&P 500 ETF (XVV)
ETF ยท Cboe BZX
iShares ESG Select Screened S&P 500 ETF (XVV) is an exchange-traded fund listed on Cboe BZX, where it has traded since September 22, 2020.
- Type
- Exchange-traded fund
- Listed On
- Cboe BZX
- Listed Since
- September 22, 2020
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 159 institutions reported holding XVV, with 5.2 million shares worth $297.2 million in aggregate. The largest reported holder was University of Cambridge Investment Management, with 1.6 million shares worth $93.9 million. Of the 5 largest holders listed below, 3 added shares and 2 reduced their positions during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| University of Cambridge Investment Management | 1,649,540 | $94M | Reduced 25.1% |
| Sun Life Financial | 441,619 | $25M | Reduced 46.34% |
| Lpl Financial | 306,206 | $17M | Added 11.95% |
| Becker Capital Management | 255,669 | $15M | Added 3.4% |
| Brown Advisory | 227,661 | $13M | Added 3.97% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is XVV?
iShares ESG Select Screened S&P 500 ETF (XVV) is an exchange-traded fund listed on Cboe BZX, where it has traded since September 22, 2020.
Who are the largest institutional holders of XVV?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of XVV were University of Cambridge Investment Management, Sun Life Financial and Lpl Financial.
How many institutions own XVV?
159 institutions reported a position in XVV for the quarter ended June 30, 2026, worth $297.2 million in total.
Did institutions buy or sell XVV last quarter?
Of the 5 largest reported holders, 3 added shares and 2 reduced their positions during the quarter. Every reported holder and its change is on the SentiSense ownership page for XVV.
Every reported institutional holder, plus insider and congressional trades in XVV, on SentiSense.