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iShares MSCI KLD 400 Social ETF

421 hedge funds and large institutions have $2.03B invested in iShares MSCI KLD 400 Social ETF in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 181 increasing their positions, 110 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

12% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 34

Holders
421
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$277K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$74M
2 +$44.9M
3 +$23.5M
4
Ameriprise
Ameriprise
Minnesota
+$17.1M
5
Morgan Stanley
Morgan Stanley
New York
+$15.5M
Name Holding Trade Value Shares
Change
Change in
Stake
301
$330K
302
$328K
303
$323K
304
$314K
305
$312K
306
$305K
307
$305K
308
$304K
309
$303K
310
$302K
311
$301K
312
$299K
313
$297K
314
$296K
315
$291K
316
$286K
317
$285K
318
$280K
319
$278K
320
$274K
321
$273K
322
$273K
323
$266K
324
$264K
325
$264K