iShares MSCI KLD 400 Social ETF
373 hedge funds and large institutions have $1.44B invested in iShares MSCI KLD 400 Social ETF in 2021 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 130 increasing their positions, 106 reducing their positions, and 25 closing their positions.
72% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 25
23% more repeat investments, than reductions
Existing positions increased: 130 | Existing positions reduced: 106
8% more capital invested
Capital invested by funds: $1.33B → $1.44B (+$104M)
4% more funds holding
Funds holding: 357 → 373 (+16)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
0.8% less ownership
Funds ownership: 50.4% → 49.6% (-0.8%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $112K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$33.3M |
| 2 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
+$9.82M |
| 3 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$8.69M |
| 4 |
PG
Prostatis Group
Hanover,
Maryland
|
+$5.84M |
| 5 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$4.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$28.9M |
| 2 |
Betterment LLC
New York
|
-$11.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$11.4M |
| 4 |
BlackRock
New York
|
-$7.58M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$4.16M |
DSI Hedge Fund Activity: Q1 2021 in Review
373 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI KLD 400 Social ETF (DSI) for Q1 2021, worth a combined $1.44B — up 7.8% from $1.33B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new DSI positions and 25 closed out — a net gain of 18 holders — while 130 added to existing stakes and 106 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $33.3M. The largest seller was Envestnet Asset Management, cutting an estimated $28.9M.
- 373 institutional investors held iShares MSCI KLD 400 Social ETF (DSI) as of Q1 2021, up from 357 in Q4 2020.
- Funds reported $1.44B of iShares MSCI KLD 400 Social ETF stock for Q1 2021, up 7.8% quarter-over-quarter.
- 43 funds opened new iShares MSCI KLD 400 Social ETF positions in Q1 2021 and 25 closed out, a net change of +18 holders.
- The largest iShares MSCI KLD 400 Social ETF buyer in Q1 2021 was Morgan Stanley, an estimated $33.3M added.
- The largest iShares MSCI KLD 400 Social ETF seller in Q1 2021 was Envestnet Asset Management, an estimated $28.9M sold.
Based on aggregated 13F filings for Q1 2021.