iShares MSCI KLD 400 Social ETF
385 hedge funds and large institutions have $1.68B invested in iShares MSCI KLD 400 Social ETF in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 143 increasing their positions, 115 reducing their positions, and 19 closing their positions.
24% more repeat investments, than reductions
Existing positions increased: 143 | Existing positions reduced: 115
22% more funds holding in top 10
Funds holding in top 10: 9 → 11 (+2)
11% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 19
6% more capital invested
Capital invested by funds: $1.58B → $1.68B (+$101M)
0.81% more ownership
Funds ownership: 48.25% → 49.06% (+0.81%)
0% more funds holding
Funds holding: 385 → 385 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$70.9M |
| 2 |
JP Morgan Chase
New York
|
+$58.3M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$14.2M |
| 4 |
Bank of New York Mellon
New York
|
+$4.08M |
| 5 |
LGWM
Litman Gregory Wealth Management
Larkspur,
California
|
+$3.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$37.4M |
| 2 |
Betterment LLC
New York
|
-$7.49M |
| 3 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$2.71M |
| 4 |
BWM
Baystate Wealth Management
Boston,
Massachusetts
|
-$2.58M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.55M |
DSI Hedge Fund Activity: Q3 2021 in Review
385 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI KLD 400 Social ETF (DSI) for Q3 2021, worth a combined $1.68B — up 6.4% from $1.58B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new DSI positions and 19 closed out — a net gain of 2 holders — while 143 added to existing stakes and 115 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $70.9M. The largest seller was Envestnet Asset Management, cutting an estimated $37.4M.
- 385 institutional investors held iShares MSCI KLD 400 Social ETF (DSI) as of Q3 2021, unchanged from Q2 2021.
- Funds reported $1.68B of iShares MSCI KLD 400 Social ETF stock for Q3 2021, up 6.4% quarter-over-quarter.
- 21 funds opened new iShares MSCI KLD 400 Social ETF positions in Q3 2021 and 19 closed out, a net change of +2 holders.
- The largest iShares MSCI KLD 400 Social ETF buyer in Q3 2021 was Morgan Stanley, an estimated $70.9M added.
- The largest iShares MSCI KLD 400 Social ETF seller in Q3 2021 was Envestnet Asset Management, an estimated $37.4M sold.
Based on aggregated 13F filings for Q3 2021.