iShares MSCI KLD 400 Social ETF
322 hedge funds and large institutions have $1.08B invested in iShares MSCI KLD 400 Social ETF in 2020 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 120 increasing their positions, 80 reducing their positions, and 21 closing their positions.
62% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 21
50% more repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 80
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
13% more capital invested
Capital invested by funds: $958M → $1.08B (+$124M)
3% more funds holding
Funds holding: 312 → 322 (+10)
2.21% more ownership
Funds ownership: 99.94% → 102.15% (+2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$15.7M |
| 2 |
Morgan Stanley
New York
|
+$13.7M |
| 3 |
Betterment LLC
New York
|
+$6.74M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$4.74M |
| 5 |
JP Morgan Chase
New York
|
+$3.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
SVB Wealth
Boston,
Massachusetts
|
-$5.76M |
| 2 |
PA
Parallel Advisors
San Francisco,
California
|
-$2.89M |
| 3 |
PGAM
Princeton Global Asset Management
Princeton,
New Jersey
|
-$2.76M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$1.91M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$1.77M |
DSI Hedge Fund Activity: Q3 2020 in Review
322 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI KLD 400 Social ETF (DSI) for Q3 2020, worth a combined $1.08B — up 13% from $958M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new DSI positions and 21 closed out — a net gain of 13 holders — while 120 added to existing stakes and 80 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $15.7M. The largest seller was SVB Wealth, cutting an estimated $5.76M.
- 322 institutional investors held iShares MSCI KLD 400 Social ETF (DSI) as of Q3 2020, up from 312 in Q2 2020.
- Funds reported $1.08B of iShares MSCI KLD 400 Social ETF stock for Q3 2020, up 13% quarter-over-quarter.
- 34 funds opened new iShares MSCI KLD 400 Social ETF positions in Q3 2020 and 21 closed out, a net change of +13 holders.
- The largest iShares MSCI KLD 400 Social ETF buyer in Q3 2020 was Envestnet Asset Management, an estimated $15.7M added.
- The largest iShares MSCI KLD 400 Social ETF seller in Q3 2020 was SVB Wealth, an estimated $5.76M sold.
Based on aggregated 13F filings for Q3 2020.