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iShares MSCI KLD 400 Social ETF
424 hedge funds and large institutions have $1.88B invested in iShares MSCI KLD 400 Social ETF in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 184 increasing their positions, 98 reducing their positions, and 31 closing their positions.
New
Increased
Maintained
Reduced
Closed
88% more repeat investments, than reductions
Existing positions increased: 184 | Existing positions reduced: 98
26% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 31
3.79% more ownership
Funds ownership: 50.13% → 53.92% (+3.8%)
0% more funds holding
Funds holding: 422 → 424 (+2)
7% less capital invested
Capital invested by funds: $2.03B → $1.88B (-$148M)
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
Holders
424
Holders Change
+2
Holders Change %
+0.47%
% of All Funds
7.14%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.17%
New
39
Increased
184
Reduced
98
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$152M |
| 2 |
Bank of New York Mellon
New York
|
+$24.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$15M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$13M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$11.6M |
Top Sellers
| 1 |
OCM
One Capital Management
Westlake Village,
California
|
-$38.5M |
| 2 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$19.8M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$12.7M |
| 4 |
PG
Prostatis Group
Hanover,
Maryland
|
-$4.47M |
| 5 |
JP Morgan Chase
New York
|
-$3.82M |
