iShares MSCI KLD 400 Social ETF
494 hedge funds and large institutions have $2.91B invested in iShares MSCI KLD 400 Social ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 198 increasing their positions, 133 reducing their positions, and 13 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
13.21% more ownership
Funds ownership: 58.08% → 71.29% (+13%)
10% more funds holding
Funds holding: 451 → 494 (+43)
Holders
494
Holding in Top 10
9
Calls
$273K
Puts
–
Top Buyers
| 1 | +$411M | |
| 2 | +$24.9M | |
| 3 | +$22.7M | |
| 4 |
JP Morgan Chase
New York
|
+$16.3M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$13.7M |
Top Sellers
| 1 | -$7.61M | |
| 2 | -$7.14M | |
| 3 | -$6.49M | |
| 4 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$3.35M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$2.48M |