iShares MSCI KLD 400 Social ETF
450 hedge funds and large institutions have $2.09B invested in iShares MSCI KLD 400 Social ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 116 increasing their positions, 171 reducing their positions, and 30 closing their positions.
2.09% more ownership
Funds ownership: 55.93% → 58.02% (+2.1%)
1% less capital invested
Capital invested by funds: $2.11B → $2.09B (-$18.1M)
3% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 30
2% less funds holding
Funds holding: 460 → 450 (-10)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
32% less repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 171
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $8K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$19.9M |
| 2 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$10.8M |
| 3 |
LPL Financial
San Diego,
California
|
+$8.26M |
| 4 |
Rockefeller Capital Management
New York
|
+$7.64M |
| 5 |
Morgan Stanley
New York
|
+$6.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$72.1M |
| 2 |
Cerity Partners
New York
|
-$19M |
| 3 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$14.6M |
| 4 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$3.01M |
| 5 |
Goldman Sachs
New York
|
-$2.59M |
DSI Hedge Fund Activity: Q3 2023 in Review
450 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI KLD 400 Social ETF (DSI) for Q3 2023, worth a combined $2.09B — down 0.86% from $2.11B a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of DSI and 29 opened new positions — a net loss of 1 holder — while 171 trimmed existing stakes and 116 added.
The largest buyer was Bank of New York Mellon, adding an estimated $19.9M. The largest seller was Envestnet Asset Management, cutting an estimated $72.1M.
- 450 institutional investors held iShares MSCI KLD 400 Social ETF (DSI) as of Q3 2023, down from 460 in Q2 2023.
- Funds reported $2.09B of iShares MSCI KLD 400 Social ETF stock for Q3 2023, down 0.86% quarter-over-quarter.
- 29 funds opened new iShares MSCI KLD 400 Social ETF positions in Q3 2023 and 30 closed out, a net change of -1 holder.
- The largest iShares MSCI KLD 400 Social ETF buyer in Q3 2023 was Bank of New York Mellon, an estimated $19.9M added.
- The largest iShares MSCI KLD 400 Social ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $72.1M sold.
Based on aggregated 13F filings for Q3 2023.