iShares MSCI KLD 400 Social ETF
495 hedge funds and large institutions have $2.52B invested in iShares MSCI KLD 400 Social ETF in 2023 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 197 increasing their positions, 132 reducing their positions, and 13 closing their positions.
392% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 13
49% more repeat investments, than reductions
Existing positions increased: 197 | Existing positions reduced: 132
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
20% more capital invested
Capital invested by funds: $2.09B → $2.52B (+$424M)
10% more funds holding
Funds holding: 450 → 495 (+45)
3.58% more ownership
Funds ownership: 58.02% → 61.6% (+3.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$23.2M |
| 2 |
Cerity Partners
New York
|
+$21.2M |
| 3 |
JP Morgan Chase
New York
|
+$15.2M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$12.8M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$10.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$7.09M |
| 2 |
DF
Dunhill Financial
London,
United Kingdom
|
-$6.65M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$6.05M |
| 4 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$3.13M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$2.31M |
DSI Hedge Fund Activity: Q4 2023 in Review
495 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI KLD 400 Social ETF (DSI) for Q4 2023, worth a combined $2.52B — up 20% from $2.09B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new DSI positions and 13 closed out — a net gain of 51 holders — while 197 added to existing stakes and 132 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $23.2M. The largest seller was Goldman Sachs, cutting an estimated $7.09M.
- 495 institutional investors held iShares MSCI KLD 400 Social ETF (DSI) as of Q4 2023, up from 450 in Q3 2023.
- Funds reported $2.52B of iShares MSCI KLD 400 Social ETF stock for Q4 2023, up 20% quarter-over-quarter.
- 64 funds opened new iShares MSCI KLD 400 Social ETF positions in Q4 2023 and 13 closed out, a net change of +51 holders.
- The largest iShares MSCI KLD 400 Social ETF buyer in Q4 2023 was Envestnet Asset Management, an estimated $23.2M added.
- The largest iShares MSCI KLD 400 Social ETF seller in Q4 2023 was Goldman Sachs, an estimated $7.09M sold.
Based on aggregated 13F filings for Q4 2023.