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iShares MSCI KLD 400 Social ETF
294 hedge funds and large institutions have $774M invested in iShares MSCI KLD 400 Social ETF in 2020 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 114 increasing their positions, 74 reducing their positions, and 39 closing their positions.
New
Increased
Maintained
Reduced
Closed
54% more repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 74
8.3% more ownership
Funds ownership: 98.55% → 106.85% (+8.3%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
3% less funds holding
Funds holding: 304 → 294 (-10)
13% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 39
14% less capital invested
Capital invested by funds: $896M → $774M (-$122M)
Holders
294
Holders Change
-10
Holders Change %
-3.29%
% of All Funds
6.48%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
34
Increased
114
Reduced
74
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$36.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$16.8M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$12.7M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.19M |
| 5 |
EB
Eastern Bank
Boston,
Massachusetts
|
+$3.12M |
Top Sellers
| 1 |
Betterment LLC
New York
|
-$11M |
| 2 |
BlackRock
New York
|
-$6.46M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$5.1M |
| 4 |
WU
Wealthsimple US
Brooklyn,
New York
|
-$4.67M |
| 5 |
EAM
Erste Asset Management
Vienna,
Austria
|
-$4.37M |