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iShares MSCI KLD 400 Social ETF
373 hedge funds and large institutions have $1.43B invested in iShares MSCI KLD 400 Social ETF in 2021 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 130 increasing their positions, 106 reducing their positions, and 25 closing their positions.
New
Increased
Maintained
Reduced
Closed
72% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 25
23% more repeat investments, than reductions
Existing positions increased: 130 | Existing positions reduced: 106
8% more capital invested
Capital invested by funds: $1.33B → $1.43B (+$102M)
4% more funds holding
Funds holding: 357 → 373 (+16)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
0.73% less ownership
Funds ownership: 50.4% → 49.67% (-0.73%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $112K
Holders
373
Holders Change
+16
Holders Change %
+4.48%
% of All Funds
6.55%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
43
Increased
130
Reduced
106
Closed
25
Calls
–
Puts
$112K
Net Calls
-$112K
Net Calls Change
+$169K
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$33.3M |
| 2 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
+$9.82M |
| 3 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$8.69M |
| 4 |
PG
Prostatis Group
Hanover,
Maryland
|
+$5.84M |
| 5 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$4.52M |
Top Sellers
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$28.9M |
| 2 |
Betterment LLC
New York
|
-$11.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$11.4M |
| 4 |
BlackRock
New York
|
-$7.58M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$4.16M |
