iShares MSCI KLD 400 Social ETF
436 hedge funds and large institutions have $1.92B invested in iShares MSCI KLD 400 Social ETF in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 127 increasing their positions, 183 reducing their positions, and 26 closing their positions.
43% more funds holding in top 10
Funds holding in top 10: 7 → 10 (+3)
31% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 26
0% less funds holding
Funds holding: 437 → 436 (-1)
0.35% less ownership
Funds ownership: 54.79% → 54.44% (-0.35%)
18% less capital invested
Capital invested by funds: $2.34B → $1.92B (-$427M)
31% less repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 183
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$8.25M |
| 2 |
CL
Choreo LLC
Rockford,
Illinois
|
+$5.2M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$4.81M |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$2.8M |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
+$2.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$60M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$37.6M |
| 3 |
BlackRock
New York
|
-$22.8M |
| 4 |
Morgan Stanley
New York
|
-$21.1M |
| 5 |
TAM
Trillium Asset Management
Boston,
Massachusetts
|
-$11M |
DSI Hedge Fund Activity: Q1 2023 in Review
436 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI KLD 400 Social ETF (DSI) for Q1 2023, worth a combined $1.92B — down 18% from $2.34B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new DSI positions and 26 closed out — a net gain of 8 holders — while 127 added to existing stakes and 183 trimmed.
The largest buyer was CAPTRUST Financial Advisors, adding an estimated $8.25M. The largest seller was Bank of America, cutting an estimated $60M.
- 436 institutional investors held iShares MSCI KLD 400 Social ETF (DSI) as of Q1 2023, down from 437 in Q4 2022.
- Funds reported $1.92B of iShares MSCI KLD 400 Social ETF stock for Q1 2023, down 18% quarter-over-quarter.
- 34 funds opened new iShares MSCI KLD 400 Social ETF positions in Q1 2023 and 26 closed out, a net change of +8 holders.
- The largest iShares MSCI KLD 400 Social ETF buyer in Q1 2023 was CAPTRUST Financial Advisors, an estimated $8.25M added.
- The largest iShares MSCI KLD 400 Social ETF seller in Q1 2023 was Bank of America, an estimated $60M sold.
Based on aggregated 13F filings for Q1 2023.