iShares MSCI KLD 400 Social ETF
435 hedge funds and large institutions have $1.91B invested in iShares MSCI KLD 400 Social ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 127 increasing their positions, 183 reducing their positions, and 26 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
less ownership
Funds ownership: →
less funds holding
Funds holding: →
18% less capital invested
Capital invested by funds: $2.34B → $1.91B (-$428M)
31% less repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 183
Holders
435
Holding in Top 10
10
Calls
$421K
Puts
–
Top Buyers
| 1 | +$8.52M | |
| 2 | +$5.37M | |
| 3 | +$4.97M | |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$2.89M |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
+$2.85M |
Top Sellers
| 1 | -$61.9M | |
| 2 | -$38.8M | |
| 3 | -$23.5M | |
| 4 |
Morgan Stanley
New York
|
-$21.8M |
| 5 |
TAM
Trillium Asset Management
Boston,
Massachusetts
|
-$11.4M |