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iShares MSCI KLD 400 Social ETF

421 hedge funds and large institutions have $2.03B invested in iShares MSCI KLD 400 Social ETF in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 181 increasing their positions, 110 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

12% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 34

Holders
421
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$277K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$74M
2 +$44.9M
3 +$23.5M
4
Ameriprise
Ameriprise
Minnesota
+$17.1M
5
Morgan Stanley
Morgan Stanley
New York
+$15.5M
Name Holding Trade Value Shares
Change
Change in
Stake
351
$203K
352
$202K
353
$195K
354
$192K
355
$185K
356
$182K
357
$170K
358
$170K
359
$167K
360
$164K
361
$163K
362
$163K
363
$162K
364
$161K
365
$159K
366
$145K
367
$136K
368
$124K
369
$124K
370
$117K
371
$113K
372
$109K
373
$100K
374
$95K
375
$95K