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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
76
$3.1M
77
$3.05M
78
$3.04M
79
$2.97M
80
$2.94M
81
$2.88M
82
$2.88M
83
$2.87M
84
$2.87M
85
$2.77M
86
$2.75M
87
$2.74M
88
$2.67M
89
$2.66M
90
$2.63M
91
$2.6M
92
$2.6M
93
$2.57M
94
$2.5M
95
$2.45M
96
$2.41M
97
$2.38M
98
$2.37M
99
$2.29M
100
$2.23M