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.
135% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 20
9% more capital invested
Capital invested by funds: $1.93B → $2.11B (+$181M)
6% more funds holding
Funds holding: 435 → 460 (+25)
1.49% more ownership
Funds ownership: 54.44% → 55.93% (+1.5%)
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
+$13.7M |
| 2 |
Bank of New York Mellon
New York
|
+$7.9M |
| 3 |
Morgan Stanley
New York
|
+$6.42M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$4.17M |
| 5 |
LGWM
Litman Gregory Wealth Management
Larkspur,
California
|
+$3.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$10.7M |
| 2 |
JP Morgan Chase
New York
|
-$6.05M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$3.54M |
| 4 |
SHJ
Sharkey, Howes & Javer
Denver,
Colorado
|
-$3M |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$2.81M |
DSI Hedge Fund Activity: Q2 2023 in Review
460 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI KLD 400 Social ETF (DSI) for Q2 2023, worth a combined $2.11B — up 9.4% from $1.93B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new DSI positions and 20 closed out — a net gain of 27 holders — while 134 added to existing stakes and 159 trimmed.
The largest buyer was Cerity Partners, adding an estimated $13.7M. The largest seller was Ameritas Advisory Services, exiting entirely with an estimated $10.7M sold.
- 460 institutional investors held iShares MSCI KLD 400 Social ETF (DSI) as of Q2 2023, up from 435 in Q1 2023.
- Funds reported $2.11B of iShares MSCI KLD 400 Social ETF stock for Q2 2023, up 9.4% quarter-over-quarter.
- 47 funds opened new iShares MSCI KLD 400 Social ETF positions in Q2 2023 and 20 closed out, a net change of +27 holders.
- The largest iShares MSCI KLD 400 Social ETF buyer in Q2 2023 was Cerity Partners, an estimated $13.7M added.
- The largest iShares MSCI KLD 400 Social ETF seller in Q2 2023 was Ameritas Advisory Services, an estimated $10.7M sold.
Based on aggregated 13F filings for Q2 2023.