iShares MSCI KLD 400 Social ETF
507 hedge funds and large institutions have $2.68B invested in iShares MSCI KLD 400 Social ETF in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 150 increasing their positions, 197 reducing their positions, and 22 closing their positions.
655% more call options, than puts
Call options by funds: $302K | Put options by funds: $40K
114% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 22
7% more capital invested
Capital invested by funds: $2.52B → $2.68B (+$165M)
2% more funds holding
Funds holding: 495 → 507 (+12)
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
1.36% less ownership
Funds ownership: 61.6% → 60.24% (-1.4%)
24% less repeat investments, than reductions
Existing positions increased: 150 | Existing positions reduced: 197
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NPT
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
+$7.96M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$6.37M |
| 3 |
Mariner
Overland Park,
Kansas
|
+$5.04M |
| 4 |
Goldman Sachs
New York
|
+$4.75M |
| 5 |
Morgan Stanley
New York
|
+$4.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$29.1M |
| 2 |
Bank of New York Mellon
New York
|
-$24.4M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$16.1M |
| 4 |
TAM
Trillium Asset Management
Boston,
Massachusetts
|
-$11.3M |
| 5 |
BlackRock
New York
|
-$9.94M |
DSI Hedge Fund Activity: Q1 2024 in Review
507 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI KLD 400 Social ETF (DSI) for Q1 2024, worth a combined $2.68B — up 6.6% from $2.52B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new DSI positions and 22 closed out — a net gain of 25 holders — while 150 added to existing stakes and 197 trimmed.
The largest buyer was National Philanthropic Trust, adding an estimated $7.96M. The largest seller was Bank of America, cutting an estimated $29.1M.
- 507 institutional investors held iShares MSCI KLD 400 Social ETF (DSI) as of Q1 2024, up from 495 in Q4 2023.
- Funds reported $2.68B of iShares MSCI KLD 400 Social ETF stock for Q1 2024, up 6.6% quarter-over-quarter.
- 47 funds opened new iShares MSCI KLD 400 Social ETF positions in Q1 2024 and 22 closed out, a net change of +25 holders.
- The largest iShares MSCI KLD 400 Social ETF buyer in Q1 2024 was National Philanthropic Trust, an estimated $7.96M added.
- The largest iShares MSCI KLD 400 Social ETF seller in Q1 2024 was Bank of America, an estimated $29.1M sold.
Based on aggregated 13F filings for Q1 2024.