iShares MSCI KLD 400 Social ETF
451 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
more ownership
Funds ownership: →
less capital invested
Capital invested by funds: $ → $
less first-time investments, than exits
New positions opened: | Existing positions closed:
less funds holding
Funds holding: →
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
31% less repeat investments, than reductions
Existing positions increased: 118 | Existing positions reduced: 171
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $8K
Holders
451
Holding in Top 10
7
Calls
–
Puts
$8K
Top Buyers
| 1 | +$19.2M | |
| 2 | +$10.4M | |
| 3 | +$7.93M | |
| 4 |
Rockefeller Capital Management
New York
|
+$7.33M |
| 5 |
Morgan Stanley
New York
|
+$6.61M |
Top Sellers
| 1 | -$69.2M | |
| 2 | -$18.2M | |
| 3 | -$14M | |
| 4 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$3.01M |
| 5 |
Goldman Sachs
New York
|
-$2.49M |