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iShares MSCI KLD 400 Social ETF
419 hedge funds and large institutions have $1.75B invested in iShares MSCI KLD 400 Social ETF in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 154 increasing their positions, 121 reducing their positions, and 30 closing their positions.
New
Increased
Maintained
Reduced
Closed
27% more repeat investments, than reductions
Existing positions increased: 154 | Existing positions reduced: 121
0.76% less ownership
Funds ownership: 53.92% → 53.16% (-0.76%)
3% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 30
1% less funds holding
Funds holding: 424 → 419 (-5)
7% less capital invested
Capital invested by funds: $1.88B → $1.75B (-$134M)
20% less funds holding in top 10
Funds holding in top 10: 10 → 8 (-2)
Holders
419
Holders Change
-5
Holders Change %
-1.18%
% of All Funds
7.22%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
29
Increased
154
Reduced
121
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$17.2M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$10.6M |
| 3 |
JP Morgan Chase
New York
|
+$5.08M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.49M |
| 5 |
PA
PFG Advisors
Phoenix,
Arizona
|
+$2.47M |
