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iShares MSCI KLD 400 Social ETF
431 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, 110 reducing their positions, and 18 closing their positions.
New
Increased
Maintained
Reduced
Closed
283% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 18
44% more repeat investments, than reductions
Existing positions increased: 158 | Existing positions reduced: 110
26% more capital invested
Capital invested by funds: $1.68B → $2.11B (+$430M)
12% more funds holding
Funds holding: 385 → 431 (+46)
9% more funds holding in top 10
Funds holding in top 10: 11 → 12 (+1)
1.2% more ownership
Funds ownership: 49.06% → 50.26% (+1.2%)
Holders
431
Holders Change
+46
Holders Change %
+11.95%
% of All Funds
6.63%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.18%
New
69
Increased
158
Reduced
110
Closed
18
Calls
$650K
Puts
–
Net Calls
+$650K
Net Calls Change
+$650K
Top Buyers
| 1 |
FIG
FundX Investment Group
San Francisco,
California
|
+$50.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$30.4M |
| 3 |
Morgan Stanley
New York
|
+$25M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$13.6M |
| 5 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$5.58M |
Top Sellers
| 1 |
Goldman Sachs
New York
|
-$7.07M |
| 2 |
Betterment LLC
New York
|
-$5.63M |
| 3 |
SW
SVB Wealth
Boston,
Massachusetts
|
-$3.63M |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$2.55M |
| 5 |
BMO
Beck Mack & Oliver
New York
|
-$2.11M |
