iShares MSCI KLD 400 Social ETF
424 hedge funds and large institutions have $1.89B invested in iShares MSCI KLD 400 Social ETF in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 184 increasing their positions, 98 reducing their positions, and 30 closing their positions.
180% more capital inflows, than outflows
Capital inflows: $335M | Capital outflows: $119M
88% more repeat investments, than reductions
Existing positions increased: 184 | Existing positions reduced: 98
30% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 30
3.82% more ownership
Funds ownership: 50.1% → 53.92% (+3.8%)
1% more funds holding
Funds holding: 421 → 424 (+3)
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$152M |
| 2 |
Bank of New York Mellon
New York
|
+$24.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$15M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$13M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$11.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
One Capital Management
Westlake Village,
California
|
-$38.5M |
| 2 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$19.8M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$12.7M |
| 4 |
PG
Prostatis Group
Hanover,
Maryland
|
-$4.47M |
| 5 |
JP Morgan Chase
New York
|
-$3.82M |
DSI Hedge Fund Activity: Q2 2022 in Review
424 of the 5,962 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI KLD 400 Social ETF (DSI) for Q2 2022, worth a combined $1.89B — down 7.1% from $2.03B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new DSI positions and 30 closed out — a net gain of 9 holders — while 184 added to existing stakes and 98 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $152M. The largest seller was One Capital Management, cutting an estimated $38.5M.
- 424 institutional investors held iShares MSCI KLD 400 Social ETF (DSI) as of Q2 2022, up from 421 in Q1 2022.
- Funds reported $1.89B of iShares MSCI KLD 400 Social ETF stock for Q2 2022, down 7.1% quarter-over-quarter.
- 39 funds opened new iShares MSCI KLD 400 Social ETF positions in Q2 2022 and 30 closed out, a net change of +9 holders.
- The largest iShares MSCI KLD 400 Social ETF buyer in Q2 2022 was Envestnet Asset Management, an estimated $152M added.
- The largest iShares MSCI KLD 400 Social ETF seller in Q2 2022 was One Capital Management, an estimated $38.5M sold.
Based on aggregated 13F filings for Q2 2022.