iShares MSCI KLD 400 Social ETF
503 hedge funds and large institutions have $2.66B invested in iShares MSCI KLD 400 Social ETF in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 148 increasing their positions, 198 reducing their positions, and 22 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
503
Holders Change
+11
Holders Change %
+2.24%
% of All Funds
7.29%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
46
Increased
148
Reduced
198
Closed
22
Calls
$302K
Puts
$40K
Net Calls
+$262K
Net Calls Change
-$11K
Top Buyers
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
$15.3M |
| 2 |
Mariner
Overland Park,
Kansas
|
$30.3M |
| 3 |
Goldman Sachs
New York
|
$34.2M |
| 4 |
FTWA
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
$5.17M |
| 5 |
LPL Financial
San Diego,
California
|
$82.1M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
$459M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
$158M |
| 3 |
Bank of New York Mellon
New York
|
$96.6M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
$21.3M |
| 5 |
TAM
Trillium Asset Management
Boston,
Massachusetts
|
$5.39M |
