We are live on
!
Find out more
iShares MSCI KLD 400 Social ETF
461 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
135% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 20
10% more capital invested
Capital invested by funds: $1.92B → $2.11B (+$197M)
6% more funds holding
Funds holding: 436 → 461 (+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)
Holders
461
Holders Change
+25
Holders Change %
+5.73%
% of All Funds
7.24%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
47
Increased
134
Reduced
159
Closed
20
Calls
$17K
Puts
–
Net Calls
+$17K
Net Calls Change
-$404K
Top Buyers
| 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 |
