iShares MSCI KLD 400 Social ETF
460 hedge funds and large institutions have $2.11B invested in iShares MSCI KLD 400 Social ETF in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 134 increasing their positions, 159 reducing their positions, and 20 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
more ownership
Funds ownership: →
16% less repeat investments, than reductions
Existing positions increased: 134 | Existing positions reduced: 159
20% less funds holding in top 10
Funds holding in top 10: 10 → 8 (-2)
Holders
460
Holding in Top 10
8
Calls
$17K
Puts
–
Top Buyers
| 1 | +$14.5M | |
| 2 | +$8.36M | |
| 3 | +$6.8M | |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$4.42M |
| 5 |
LGWM
Litman Gregory Wealth Management
Larkspur,
California
|
+$3.64M |
Top Sellers
| 1 | -$10.7M | |
| 2 | -$6.4M | |
| 3 | -$3.74M | |
| 4 |
SHJ
Sharkey, Howes & Javer
Denver,
Colorado
|
-$3.18M |
| 5 |
JPMPWA
J.P. Morgan Private Wealth Advisors
San Francisco,
California
|
-$2.97M |