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iShares MSCI KLD 400 Social ETF
507 hedge funds and large institutions have $2.68B invested in iShares MSCI KLD 400 Social ETF in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 149 increasing their positions, 199 reducing their positions, and 22 closing their positions.
New
Increased
Maintained
Reduced
Closed
655% more call options, than puts
Call options by funds: $302K | Put options by funds: $40K
114% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 22
2% more funds holding
Funds holding: 495 → 507 (+12)
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
8% less capital invested
Capital invested by funds: $2.93B → $2.68B (-$246M)
11.37% less ownership
Funds ownership: 71.69% → 60.31% (-11%)
25% less repeat investments, than reductions
Existing positions increased: 149 | Existing positions reduced: 199
Holders
507
Holders Change
+12
Holders Change %
+2.42%
% of All Funds
7.3%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
47
Increased
149
Reduced
199
Closed
22
Calls
$302K
Puts
$40K
Net Calls
+$262K
Net Calls Change
-$11K
Top Buyers
| 1 |
NPT
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
+$7.96M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$6.37M |
| 3 |
Mariner
Overland Park,
Kansas
|
+$5.04M |
| 4 |
Goldman Sachs
New York
|
+$4.75M |
| 5 |
FTWA
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
+$4.57M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$426M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$29.1M |
| 3 |
Bank of New York Mellon
New York
|
-$24.4M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$16.1M |
| 5 |
TAM
Trillium Asset Management
Boston,
Massachusetts
|
-$11.3M |
