iShares MSCI KLD 400 Social ETF
505 hedge funds and large institutions have $2.66B invested in iShares MSCI KLD 400 Social ETF in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 148 increasing their positions, 199 reducing their positions, and 22 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
9% less capital invested
Capital invested by funds: $2.91B → $2.66B (-$256M)
11.57% less ownership
Funds ownership: 71.29% → 59.72% (-12%)
26% less repeat investments, than reductions
Existing positions increased: 148 | Existing positions reduced: 199
Holders
505
Holding in Top 10
9
Calls
$302K
Puts
$40K
Top Buyers
| 1 | +$6.71M | |
| 2 | +$5.31M | |
| 3 | +$5M | |
| 4 |
FTWA
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
+$4.82M |
| 5 |
LPL Financial
San Diego,
California
|
+$4.54M |
Top Sellers
| 1 | -$449M | |
| 2 | -$30.6M | |
| 3 | -$25.7M | |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$16.9M |
| 5 |
TAM
Trillium Asset Management
Boston,
Massachusetts
|
-$11.9M |