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iShares MSCI KLD 400 Social ETF
437 hedge funds and large institutions have $2.34B invested in iShares MSCI KLD 400 Social ETF in 2022 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 155 increasing their positions, 136 reducing their positions, and 20 closing their positions.
New
Increased
Maintained
Reduced
Closed
914% more call options, than puts
Call options by funds: $294K | Put options by funds: $29K
130% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 20
34% more capital invested
Capital invested by funds: $1.75B → $2.34B (+$595M)
14% more repeat investments, than reductions
Existing positions increased: 155 | Existing positions reduced: 136
4% more funds holding
Funds holding: 419 → 437 (+18)
1.62% more ownership
Funds ownership: 53.16% → 54.79% (+1.6%)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
Holders
437
Holders Change
+18
Holders Change %
+4.3%
% of All Funds
7.02%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
46
Increased
155
Reduced
136
Closed
20
Calls
$294K
Puts
$29K
Net Calls
+$265K
Net Calls Change
+$265K
Top Buyers
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$35.4M |
| 2 |
BlackRock
New York
|
+$19.7M |
| 3 |
TAM
Trillium Asset Management
Boston,
Massachusetts
|
+$9.68M |
| 4 |
SEI Investments
Oaks,
Pennsylvania
|
+$7.34M |
| 5 |
JP Morgan Chase
New York
|
+$7.11M |
Top Sellers
| 1 |
Cerity Partners
New York
|
-$15.7M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$7.9M |
| 3 |
Morgan Stanley
New York
|
-$2.98M |
| 4 |
Betterment LLC
New York
|
-$2.87M |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$2.38M |
