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iShares MSCI KLD 400 Social ETF
385 hedge funds and large institutions have $1.68B invested in iShares MSCI KLD 400 Social ETF in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 143 increasing their positions, 115 reducing their positions, and 19 closing their positions.
New
Increased
Maintained
Reduced
Closed
24% more repeat investments, than reductions
Existing positions increased: 143 | Existing positions reduced: 115
22% more funds holding in top 10
Funds holding in top 10: 9 → 11 (+2)
11% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 19
5% more capital invested
Capital invested by funds: $1.6B → $1.68B (+$77.7M)
0.76% more ownership
Funds ownership: 48.3% → 49.06% (+0.76%)
0% more funds holding
Funds holding: 385 → 385 (0)
Holders
385
Holders Change
–
Holders Change %
0%
% of All Funds
6.74%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
21
Increased
143
Reduced
115
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$70.9M |
| 2 |
JP Morgan Chase
New York
|
+$58.3M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$14.2M |
| 4 |
Bank of New York Mellon
New York
|
+$4.08M |
| 5 |
LGWM
Litman Gregory Wealth Management
Larkspur,
California
|
+$3.42M |
Top Sellers
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$37.4M |
| 2 |
Betterment LLC
New York
|
-$7.49M |
| 3 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$2.71M |
| 4 |
BWM
Baystate Wealth Management
Boston,
Massachusetts
|
-$2.58M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.55M |
