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iShares MSCI KLD 400 Social ETF
357 hedge funds and large institutions have $1.33B invested in iShares MSCI KLD 400 Social ETF in 2020 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 139 increasing their positions, 81 reducing their positions, and 23 closing their positions.
New
Increased
Maintained
Reduced
Closed
178% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 23
72% more repeat investments, than reductions
Existing positions increased: 139 | Existing positions reduced: 81
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
23% more capital invested
Capital invested by funds: $1.08B → $1.33B (+$249M)
11% more funds holding
Funds holding: 323 → 357 (+34)
51.76% less ownership
Funds ownership: 102.16% → 50.4% (-52%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $281K
Holders
357
Holders Change
+34
Holders Change %
+10.53%
% of All Funds
6.32%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
64
Increased
139
Reduced
81
Closed
23
Calls
–
Puts
$281K
Net Calls
-$281K
Net Calls Change
-$281K
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$32.9M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$21.6M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$10.7M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$8.57M |
| 5 |
BlackRock
New York
|
+$6.66M |
Top Sellers
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$23.8M |
| 2 |
Betterment LLC
New York
|
-$20.6M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
-$3.57M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.47M |
| 5 |
SW
SVB Wealth
Boston,
Massachusetts
|
-$2.69M |