iShares MSCI KLD 400 Social ETF
430 hedge funds and large institutions have $2.11B invested in iShares MSCI KLD 400 Social ETF in 2021 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 158 increasing their positions, 109 reducing their positions, and 18 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
9% more funds holding in top 10
Funds holding in top 10: 11 → 12 (+1)
1.21% more ownership
Funds ownership: 49.03% → 50.23% (+1.2%)
Holders
430
Holding in Top 10
12
Calls
$650K
Puts
–
Top Buyers
| 1 | +$52M | |
| 2 | +$31.3M | |
| 3 | +$25.8M | |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$14M |
| 5 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$5.75M |
Top Sellers
| 1 | -$7.29M | |
| 2 | -$5.8M | |
| 3 | -$3.74M | |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$2.63M |
| 5 |
Bank Julius Baer & Co
Zurich,
Switzerland
|
-$2.16M |