iShares MSCI KLD 400 Social ETF
437 hedge funds and large institutions have $1.95B invested in iShares MSCI KLD 400 Social ETF in 2022 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 155 increasing their positions, 136 reducing their positions, and 20 closing their positions.
914% more call options, than puts
Call options by funds: $294K | Put options by funds: $29K
130% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 20
14% more repeat investments, than reductions
Existing positions increased: 155 | Existing positions reduced: 136
11% more capital invested
Capital invested by funds: $1.75B → $1.95B (+$199M)
4% more funds holding
Funds holding: 419 → 437 (+18)
1.62% more ownership
Funds ownership: 53.16% → 54.79% (+1.6%)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$35.4M |
| 2 |
BlackRock
New York
|
+$19.7M |
| 3 |
TAM
Trillium Asset Management
Boston,
Massachusetts
|
+$9.68M |
| 4 |
SEI Investments
Oaks,
Pennsylvania
|
+$7.34M |
| 5 |
JP Morgan Chase
New York
|
+$7.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
-$15.7M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$7.9M |
| 3 |
Morgan Stanley
New York
|
-$2.98M |
| 4 |
Betterment LLC
New York
|
-$2.87M |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$2.38M |
DSI Hedge Fund Activity: Q4 2022 in Review
437 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI KLD 400 Social ETF (DSI) for Q4 2022, worth a combined $1.95B — up 11% from $1.75B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new DSI positions and 20 closed out — a net gain of 26 holders — while 155 added to existing stakes and 136 trimmed.
The largest buyer was Bank of America, adding an estimated $35.4M. The largest seller was Cerity Partners, cutting an estimated $15.7M.
- 437 institutional investors held iShares MSCI KLD 400 Social ETF (DSI) as of Q4 2022, up from 419 in Q3 2022.
- Funds reported $1.95B of iShares MSCI KLD 400 Social ETF stock for Q4 2022, up 11% quarter-over-quarter.
- 46 funds opened new iShares MSCI KLD 400 Social ETF positions in Q4 2022 and 20 closed out, a net change of +26 holders.
- The largest iShares MSCI KLD 400 Social ETF buyer in Q4 2022 was Bank of America, an estimated $35.4M added.
- The largest iShares MSCI KLD 400 Social ETF seller in Q4 2022 was Cerity Partners, an estimated $15.7M sold.
Based on aggregated 13F filings for Q4 2022.