iShares MSCI KLD 400 Social ETF
419 hedge funds and large institutions have $1.75B invested in iShares MSCI KLD 400 Social ETF in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 154 increasing their positions, 121 reducing their positions, and 30 closing their positions.
27% more repeat investments, than reductions
Existing positions increased: 154 | Existing positions reduced: 121
0.76% less ownership
Funds ownership: 53.92% → 53.16% (-0.76%)
3% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 30
1% less funds holding
Funds holding: 424 → 419 (-5)
7% less capital invested
Capital invested by funds: $1.89B → $1.75B (-$133M)
20% less funds holding in top 10
Funds holding in top 10: 10 → 8 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$17.2M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$10.6M |
| 3 |
JP Morgan Chase
New York
|
+$5.08M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.49M |
| 5 |
PA
PFG Advisors
Phoenix,
Arizona
|
+$2.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$8.26M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$7.45M |
| 3 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$4.24M |
| 4 |
SEI Investments
Oaks,
Pennsylvania
|
-$4.23M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$4.01M |
DSI Hedge Fund Activity: Q3 2022 in Review
419 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI KLD 400 Social ETF (DSI) for Q3 2022, worth a combined $1.75B — down 7.1% from $1.89B a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of DSI and 29 opened new positions — a net loss of 1 holder — while 121 trimmed existing stakes and 154 added.
The largest buyer was LPL Financial, adding an estimated $17.2M. The largest seller was Wells Fargo, cutting an estimated $8.26M.
- 419 institutional investors held iShares MSCI KLD 400 Social ETF (DSI) as of Q3 2022, down from 424 in Q2 2022.
- Funds reported $1.75B of iShares MSCI KLD 400 Social ETF stock for Q3 2022, down 7.1% quarter-over-quarter.
- 29 funds opened new iShares MSCI KLD 400 Social ETF positions in Q3 2022 and 30 closed out, a net change of -1 holder.
- The largest iShares MSCI KLD 400 Social ETF buyer in Q3 2022 was LPL Financial, an estimated $17.2M added.
- The largest iShares MSCI KLD 400 Social ETF seller in Q3 2022 was Wells Fargo, an estimated $8.26M sold.
Based on aggregated 13F filings for Q3 2022.