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iShares MSCI KLD 400 Social ETF
495 hedge funds and large institutions have $2.93B invested in iShares MSCI KLD 400 Social ETF in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 198 increasing their positions, 133 reducing their positions, and 13 closing their positions.
New
Increased
Maintained
Reduced
Closed
385% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 13
49% more repeat investments, than reductions
Existing positions increased: 198 | Existing positions reduced: 133
40% more capital invested
Capital invested by funds: $2.1B → $2.93B (+$834M)
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
13.61% more ownership
Funds ownership: 58.08% → 71.69% (+14%)
10% more funds holding
Funds holding: 451 → 495 (+44)
Holders
495
Holders Change
+44
Holders Change %
+9.76%
% of All Funds
7.22%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.13%
New
63
Increased
198
Reduced
133
Closed
13
Calls
$273K
Puts
–
Net Calls
+$273K
Net Calls Change
+$281K
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$383M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$23.2M |
| 3 |
Cerity Partners
New York
|
+$21.2M |
| 4 |
JP Morgan Chase
New York
|
+$15.2M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$12.8M |
Top Sellers
| 1 |
Goldman Sachs
New York
|
-$7.09M |
| 2 |
DF
Dunhill Financial
London,
United Kingdom
|
-$6.65M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$6.05M |
| 4 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$3.13M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$2.31M |
