iShares MSCI KLD 400 Social ETF
565 hedge funds and large institutions have $2.95B invested in iShares MSCI KLD 400 Social ETF in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 158 increasing their positions, 218 reducing their positions, and 25 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more call options, than puts
Call options by funds: $ | Put options by funds: $
more funds holding in top 10
Funds holding in top 10: →
more funds holding
Funds holding: →
1.67% more ownership
Funds ownership: 60.09% → 61.76% (+1.7%)
4% more capital invested
Capital invested by funds: $2.83B → $2.95B (+$124M)
28% less repeat investments, than reductions
Existing positions increased: 158 | Existing positions reduced: 218
Holders
565
Holding in Top 10
7
Calls
$342K
Puts
$176K
Top Buyers
| 1 | +$95.2M | |
| 2 | +$25.7M | |
| 3 | +$21M | |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$14.8M |
| 5 |
TAM
Trillium Asset Management
Boston,
Massachusetts
|
+$8.84M |
Top Sellers
| 1 | -$18.3M | |
| 2 | -$15.2M | |
| 3 | -$13M | |
| 4 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$5.66M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.7M |