iShares MSCI KLD 400 Social ETF
312 hedge funds and large institutions have $956M invested in iShares MSCI KLD 400 Social ETF in 2020 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 125 increasing their positions, 72 reducing their positions, and 19 closing their positions.
95% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 19
74% more repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 72
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
24% more capital invested
Capital invested by funds: $774M → $956M (+$182M)
6% more funds holding
Funds holding: 294 → 312 (+18)
6.9% less ownership
Funds ownership: 106.85% → 99.94% (-6.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$18.6M |
| 2 |
SW
SVB Wealth
Boston,
Massachusetts
|
+$10.7M |
| 3 |
Betterment LLC
New York
|
+$8.71M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.74M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$5.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$52.7M |
| 2 |
PCA
Personal Capital Advisors
Redwood City,
California
|
-$18.2M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$13.3M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.83M |
| 5 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
-$4.61M |
DSI Hedge Fund Activity: Q2 2020 in Review
312 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI KLD 400 Social ETF (DSI) for Q2 2020, worth a combined $956M — up 24% from $774M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new DSI positions and 19 closed out — a net gain of 18 holders — while 125 added to existing stakes and 72 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $18.6M. The largest seller was Osaic Holdings, cutting an estimated $52.7M.
- 312 institutional investors held iShares MSCI KLD 400 Social ETF (DSI) as of Q2 2020, up from 294 in Q1 2020.
- Funds reported $956M of iShares MSCI KLD 400 Social ETF stock for Q2 2020, up 24% quarter-over-quarter.
- 37 funds opened new iShares MSCI KLD 400 Social ETF positions in Q2 2020 and 19 closed out, a net change of +18 holders.
- The largest iShares MSCI KLD 400 Social ETF buyer in Q2 2020 was Morgan Stanley, an estimated $18.6M added.
- The largest iShares MSCI KLD 400 Social ETF seller in Q2 2020 was Osaic Holdings, an estimated $52.7M sold.
Based on aggregated 13F filings for Q2 2020.