iShares MSCI KLD 400 Social ETF
293 hedge funds and large institutions have $773M invested in iShares MSCI KLD 400 Social ETF in 2020 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 114 increasing their positions, 74 reducing their positions, and 39 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
more ownership
Funds ownership: →
less funds holding
Funds holding: →
13% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 39
14% less capital invested
Capital invested by funds: $895M → $773M (-$122M)
Holders
293
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$31.2M | |
| 2 | +$14.3M | |
| 3 | +$10.8M | |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.55M |
| 5 |
EB
Eastern Bank
Boston,
Massachusetts
|
+$2.64M |
Top Sellers
| 1 | -$9.37M | |
| 2 | -$5.48M | |
| 3 | -$4.33M | |
| 4 |
WU
Wealthsimple US
Brooklyn,
New York
|
-$3.96M |
| 5 |
EAM
Erste Asset Management
Vienna,
Austria
|
-$3.71M |