iShares MSCI KLD 400 Social ETF
385 hedge funds and large institutions have $1.58B invested in iShares MSCI KLD 400 Social ETF in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 148 increasing their positions, 112 reducing their positions, and 15 closing their positions.
93% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 15
32% more repeat investments, than reductions
Existing positions increased: 148 | Existing positions reduced: 112
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
10% more capital invested
Capital invested by funds: $1.44B → $1.58B (+$141M)
3% more funds holding
Funds holding: 373 → 385 (+12)
1.35% less ownership
Funds ownership: 49.6% → 48.25% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$17M |
| 2 |
SEI Investments
Oaks,
Pennsylvania
|
+$4.83M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$4.01M |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$2.61M |
| 5 |
FT
Fiduciary Trust
Boston,
Massachusetts
|
+$2.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$12.6M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$11M |
| 3 |
Betterment LLC
New York
|
-$6.5M |
| 4 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$4.45M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$3.24M |
DSI Hedge Fund Activity: Q2 2021 in Review
385 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI KLD 400 Social ETF (DSI) for Q2 2021, worth a combined $1.58B — up 9.8% from $1.44B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new DSI positions and 15 closed out — a net gain of 14 holders — while 148 added to existing stakes and 112 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $17M. The largest seller was Creative Planning, cutting an estimated $12.6M.
- 385 institutional investors held iShares MSCI KLD 400 Social ETF (DSI) as of Q2 2021, up from 373 in Q1 2021.
- Funds reported $1.58B of iShares MSCI KLD 400 Social ETF stock for Q2 2021, up 9.8% quarter-over-quarter.
- 29 funds opened new iShares MSCI KLD 400 Social ETF positions in Q2 2021 and 15 closed out, a net change of +14 holders.
- The largest iShares MSCI KLD 400 Social ETF buyer in Q2 2021 was Morgan Stanley, an estimated $17M added.
- The largest iShares MSCI KLD 400 Social ETF seller in Q2 2021 was Creative Planning, an estimated $12.6M sold.
Based on aggregated 13F filings for Q2 2021.