iShares MSCI KLD 400 Social ETF
450 hedge funds and large institutions have $2.1B invested in iShares MSCI KLD 400 Social ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 118 increasing their positions, 171 reducing their positions, and 30 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
-9
Holders Change %
-1.96%
% of All Funds
7.17%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
29
Increased
118
Reduced
171
Closed
30
Calls
–
Puts
$8K
Net Calls
-$8K
Net Calls Change
-$25K
Top Buyers
| 1 |
Bank of New York Mellon
New York
|
+$19.2M |
| 2 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$10.4M |
| 3 |
LPL Financial
San Diego,
California
|
+$7.93M |
| 4 |
Rockefeller Capital Management
New York
|
+$7.33M |
| 5 |
Morgan Stanley
New York
|
+$6.61M |
Top Sellers
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$69.2M |
| 2 |
Cerity Partners
New York
|
-$18.2M |
| 3 |
JPMPWA
J.P. Morgan Private Wealth Advisors
San Francisco,
California
|
-$14M |
| 4 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$3.01M |
| 5 |
Goldman Sachs
New York
|
-$2.49M |
