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iShares MSCI KLD 400 Social ETF
451 hedge funds and large institutions have $2.1B invested in iShares MSCI KLD 400 Social ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 118 increasing their positions, 171 reducing their positions, and 30 closing their positions.
New
Increased
Maintained
Reduced
Closed
2.15% more ownership
Funds ownership: 55.93% → 58.08% (+2.1%)
1% less capital invested
Capital invested by funds: $2.11B → $2.1B (-$17M)
3% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 30
2% less funds holding
Funds holding: 461 → 451 (-10)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
31% less repeat investments, than reductions
Existing positions increased: 118 | Existing positions reduced: 171
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $8K
Holders
451
Holders Change
-10
Holders Change %
-2.17%
% of All Funds
7.16%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
29
Increased
118
Reduced
171
Closed
30
Calls
–
Puts
$8K
Net Calls
-$8K
Net Calls Change
-$25K
Top Buyers
| 1 |
Bank of New York Mellon
New York
|
+$19.9M |
| 2 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$10.8M |
| 3 |
LPL Financial
San Diego,
California
|
+$8.26M |
| 4 |
Rockefeller Capital Management
New York
|
+$7.64M |
| 5 |
Morgan Stanley
New York
|
+$6.89M |
Top Sellers
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$72.1M |
| 2 |
Cerity Partners
New York
|
-$19M |
| 3 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$14.6M |
| 4 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$3.01M |
| 5 |
Goldman Sachs
New York
|
-$2.59M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CWA
476
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
| – | -$118K | -1,406 | Closed |
|
477
Barclays
London,
United Kingdom
| – | -$99.2K | -1,179 | Closed |
|
|
IGWM
478
ICA Group Wealth Management
Denver,
Colorado
| – | -$66.7K | -792 | Closed |
|
|
CWA
479
Clearview Wealth Advisors
Salem,
Oregon
| – | -$23.2K | -275 | Closed |
|
|
CFO
480
CVA Family Office
Denver,
Colorado
| – | -$13.3K | -158 | Closed |
|
|
CYG
481
Clean Yield Group
Norwich,
Vermont
| – | -$4.21K | -50 | Closed |
|
|
HBW
482
Hazlett, Burt & Watson
Wheeling,
West Virginia
| – | -$1K | -14 | Closed |
|