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iShares MSCI KLD 400 Social ETF
539 hedge funds and large institutions have $2.85B invested in iShares MSCI KLD 400 Social ETF in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 133 increasing their positions, 230 reducing their positions, and 20 closing their positions.
New
Increased
Maintained
Reduced
Closed
275% more call options, than puts
Call options by funds: $326K | Put options by funds: $87K
115% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 20
3% more funds holding
Funds holding: 521 → 539 (+18)
2% more capital invested
Capital invested by funds: $2.79B → $2.85B (+$64.4M)
0.03% more ownership
Funds ownership: 60.59% → 60.62% (+0.03%)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
42% less repeat investments, than reductions
Existing positions increased: 133 | Existing positions reduced: 230
Holders
539
Holders Change
+18
Holders Change %
+3.45%
% of All Funds
7.74%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
43
Increased
133
Reduced
230
Closed
20
Calls
$326K
Puts
$87K
Net Calls
+$239K
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$24.7M |
| 2 |
S
Syntrinsic
Denver,
Colorado
|
-$16.9M |
| 3 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$8.46M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$7.79M |
| 5 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$6.38M |