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iShares MSCI KLD 400 Social ETF
422 hedge funds and large institutions have $2.03B invested in iShares MSCI KLD 400 Social ETF in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 181 increasing their positions, 110 reducing their positions, and 34 closing their positions.
New
Increased
Maintained
Reduced
Closed
65% more repeat investments, than reductions
Existing positions increased: 181 | Existing positions reduced: 110
0.13% less ownership
Funds ownership: 50.26% → 50.13% (-0.13%)
4% less capital invested
Capital invested by funds: $2.11B → $2.03B (-$76.3M)
2% less funds holding
Funds holding: 431 → 422 (-9)
8% less funds holding in top 10
Funds holding in top 10: 12 → 11 (-1)
12% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 34
Holders
422
Holders Change
-9
Holders Change %
-2.09%
% of All Funds
6.66%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.17%
New
30
Increased
181
Reduced
110
Closed
34
Calls
$277K
Puts
–
Net Calls
+$277K
Net Calls Change
-$373K
Top Buyers
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$73.2M |
| 2 |
OCM
One Capital Management
Westlake Village,
California
|
+$44.5M |
| 3 |
Cerity Partners
New York
|
+$23.3M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$16.9M |
| 5 |
Morgan Stanley
New York
|
+$15.4M |
Top Sellers
| 1 |
JP Morgan Chase
New York
|
-$40.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$15M |
| 3 |
PG
Prostatis Group
Hanover,
Maryland
|
-$6.66M |
| 4 |
Betterment LLC
New York
|
-$6.34M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$5.4M |
