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iShares MSCI KLD 400 Social ETF

421 hedge funds and large institutions have $2.03B invested in iShares MSCI KLD 400 Social ETF in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 181 increasing their positions, 110 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

12% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 34

Holders
421
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$277K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$74M
2 +$44.9M
3 +$23.5M
4
Ameriprise
Ameriprise
Minnesota
+$17.1M
5
Morgan Stanley
Morgan Stanley
New York
+$15.5M
Name Holding Trade Value Shares
Change
Change in
Stake
51
$4.53M
52
$4.47M
53
$4.24M
54
$4.19M
55
$4.1M
56
$4.05M
57
$4.01M
58
$3.97M
59
$3.84M
60
$3.7M
61
$3.66M
62
$3.65M
63
$3.6M
64
$3.53M
65
$3.46M
66
$3.44M
67
$3.41M
68
$3.38M
69
$3.34M
70
$3.33M
71
$3.32M
72
$3.3M
73
$3.27M
74
$3.22M
75
$3.2M