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iShares MSCI KLD 400 Social ETF
567 hedge funds and large institutions have $2.97B invested in iShares MSCI KLD 400 Social ETF in 2024 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 158 increasing their positions, 219 reducing their positions, and 25 closing their positions.
New
Increased
Maintained
Reduced
Closed
156% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 25
94% more call options, than puts
Call options by funds: $342K | Put options by funds: $176K
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
5% more funds holding
Funds holding: 539 → 567 (+28)
1.62% more ownership
Funds ownership: 60.62% → 62.25% (+1.6%)
4% more capital invested
Capital invested by funds: $2.85B → $2.97B (+$122M)
28% less repeat investments, than reductions
Existing positions increased: 158 | Existing positions reduced: 219
Holders
567
Holders Change
+28
Holders Change %
+5.19%
% of All Funds
7.47%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
64
Increased
158
Reduced
219
Closed
25
Calls
$342K
Puts
$176K
Net Calls
+$166K
Net Calls Change
-$73K
Top Buyers
Top Sellers
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$18.3M |
| 2 |
JP Morgan Chase
New York
|
-$15.2M |
| 3 |
Morgan Stanley
New York
|
-$13M |
| 4 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$5.66M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.7M |
