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iShares MSCI KLD 400 Social ETF
385 hedge funds and large institutions have $1.6B invested in iShares MSCI KLD 400 Social ETF in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 147 increasing their positions, 113 reducing their positions, and 15 closing their positions.
New
Increased
Maintained
Reduced
Closed
93% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 15
30% more repeat investments, than reductions
Existing positions increased: 147 | Existing positions reduced: 113
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
11% more capital invested
Capital invested by funds: $1.43B → $1.6B (+$165M)
3% more funds holding
Funds holding: 373 → 385 (+12)
1.37% less ownership
Funds ownership: 49.67% → 48.3% (-1.4%)
Holders
385
Holders Change
+12
Holders Change %
+3.22%
% of All Funds
6.7%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
29
Increased
147
Reduced
113
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$12.6M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$11M |
| 3 |
Betterment LLC
New York
|
-$6.5M |
| 4 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$4.45M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$3.24M |