§ EQUITY
USDXVV
ISHARES ESG SELECT SCREENED
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| University of Cambridge Investment Management Ltd | 2.2M | 100.0% | −40% |
| LPL Financial LLC | 274K | 0.0% | +7% |
| BECKER CAPITAL MANAGEMENT INC | 247K | 0.4% | +7% |
| BROWN ADVISORY INC | 219K | 0.0% | +19% |
| KEYBANK NATIONAL ASSOCIATION/OH | 160K | 0.0% | n/a |
| Morgan Stanley IM | 125K | 0.0% | +3098% |
◇ AC INTELLIGENCE
Top institutional owners for XVV as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER89.4% · 125 holders
DEALER / BANK8.8% · 13 holders
QUALITY / COMPOUNDER1.3% · 3 holders
INCOME / DEFENSIVE0.4% · 3 holders
TACTICAL / MACRO0.1% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for XVV in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention XVV yet.