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iShares MSCI KLD 400 Social ETF
521 hedge funds and large institutions have $2.79B invested in iShares MSCI KLD 400 Social ETF in 2024 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 182 increasing their positions, 169 reducing their positions, and 26 closing their positions.
New
Increased
Maintained
Reduced
Closed
327% more call options, than puts
Call options by funds: $312K | Put options by funds: $73K
88% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 26
3% more funds holding
Funds holding: 507 → 521 (+14)
8% more repeat investments, than reductions
Existing positions increased: 182 | Existing positions reduced: 169
4% more capital invested
Capital invested by funds: $2.68B → $2.79B (+$103M)
0.28% more ownership
Funds ownership: 60.31% → 60.59% (+0.28%)
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
Holders
521
Holders Change
+14
Holders Change %
+2.76%
% of All Funds
7.52%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
49
Increased
182
Reduced
169
Closed
26
Calls
$312K
Puts
$73K
Net Calls
+$239K
Net Calls Change
-$23K
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$21.3M |
| 2 |
SAG
SageView Advisory Group
Newport Beach,
California
|
+$6.75M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$6.66M |
| 4 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$5.26M |
| 5 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$4.51M |
Top Sellers
| 1 |
JP Morgan Chase
New York
|
-$8.38M |
| 2 |
Goldman Sachs
New York
|
-$7.27M |
| 3 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$6.85M |
| 4 |
Betterment LLC
New York
|
-$4.3M |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
-$3.35M |
