iShares MSCI KLD 400 Social ETF
357 hedge funds and large institutions have $1.33B invested in iShares MSCI KLD 400 Social ETF in 2020 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 139 increasing their positions, 81 reducing their positions, and 22 closing their positions.
191% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 22
72% more repeat investments, than reductions
Existing positions increased: 139 | Existing positions reduced: 81
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
23% more capital invested
Capital invested by funds: $1.08B → $1.33B (+$249M)
11% more funds holding
Funds holding: 322 → 357 (+35)
51.75% less ownership
Funds ownership: 102.15% → 50.4% (-52%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $281K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$32.9M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$21.6M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$10.7M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$8.57M |
| 5 |
BlackRock
New York
|
+$6.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$23.8M |
| 2 |
Betterment LLC
New York
|
-$20.6M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
-$3.57M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.47M |
| 5 |
SW
SVB Wealth
Boston,
Massachusetts
|
-$2.69M |
DSI Hedge Fund Activity: Q4 2020 in Review
357 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI KLD 400 Social ETF (DSI) for Q4 2020, worth a combined $1.33B — up 23% from $1.08B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new DSI positions and 22 closed out — a net gain of 42 holders — while 139 added to existing stakes and 81 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $32.9M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $23.8M.
- 357 institutional investors held iShares MSCI KLD 400 Social ETF (DSI) as of Q4 2020, up from 322 in Q3 2020.
- Funds reported $1.33B of iShares MSCI KLD 400 Social ETF stock for Q4 2020, up 23% quarter-over-quarter.
- 64 funds opened new iShares MSCI KLD 400 Social ETF positions in Q4 2020 and 22 closed out, a net change of +42 holders.
- The largest iShares MSCI KLD 400 Social ETF buyer in Q4 2020 was Morgan Stanley, an estimated $32.9M added.
- The largest iShares MSCI KLD 400 Social ETF seller in Q4 2020 was Carson Wealth (CWM LLC), an estimated $23.8M sold.
Based on aggregated 13F filings for Q4 2020.