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iShares MSCI KLD 400 Social ETF
323 hedge funds and large institutions have $1.08B invested in iShares MSCI KLD 400 Social ETF in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 120 increasing their positions, 80 reducing their positions, and 21 closing their positions.
New
Increased
Maintained
Reduced
Closed
67% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 21
50% more repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 80
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
13% more capital invested
Capital invested by funds: $956M → $1.08B (+$127M)
4% more funds holding
Funds holding: 312 → 323 (+11)
2.22% more ownership
Funds ownership: 99.94% → 102.16% (+2.2%)
Holders
323
Holders Change
+11
Holders Change %
+3.53%
% of All Funds
6.52%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
35
Increased
120
Reduced
80
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$15.7M |
| 2 |
Morgan Stanley
New York
|
+$13.7M |
| 3 |
Betterment LLC
New York
|
+$6.74M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$4.74M |
| 5 |
JP Morgan Chase
New York
|
+$3.26M |
