iShares MSCI KLD 400 Social ETF
521 hedge funds and large institutions have $2.79B invested in iShares MSCI KLD 400 Social ETF in 2024 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 182 increasing their positions, 169 reducing their positions, and 26 closing their positions.
327% more call options, than puts
Call options by funds: $312K | Put options by funds: $73K
88% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 26
3% more funds holding
Funds holding: 507 → 521 (+14)
8% more repeat investments, than reductions
Existing positions increased: 182 | Existing positions reduced: 169
4% more capital invested
Capital invested by funds: $2.68B → $2.79B (+$103M)
0.35% more ownership
Funds ownership: 60.24% → 60.59% (+0.35%)
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$21.3M |
| 2 |
SAG
SageView Advisory Group
Newport Beach,
California
|
+$6.75M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$6.66M |
| 4 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$5.26M |
| 5 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$4.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$8.38M |
| 2 |
Goldman Sachs
New York
|
-$7.27M |
| 3 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$6.85M |
| 4 |
Betterment LLC
New York
|
-$4.3M |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
-$3.35M |
DSI Hedge Fund Activity: Q2 2024 in Review
521 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI KLD 400 Social ETF (DSI) for Q2 2024, worth a combined $2.79B — up 3.9% from $2.68B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new DSI positions and 26 closed out — a net gain of 23 holders — while 182 added to existing stakes and 169 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $21.3M. The largest seller was JP Morgan Chase, cutting an estimated $8.38M.
- 521 institutional investors held iShares MSCI KLD 400 Social ETF (DSI) as of Q2 2024, up from 507 in Q1 2024.
- Funds reported $2.79B of iShares MSCI KLD 400 Social ETF stock for Q2 2024, up 3.9% quarter-over-quarter.
- 49 funds opened new iShares MSCI KLD 400 Social ETF positions in Q2 2024 and 26 closed out, a net change of +23 holders.
- The largest iShares MSCI KLD 400 Social ETF buyer in Q2 2024 was Morgan Stanley, an estimated $21.3M added.
- The largest iShares MSCI KLD 400 Social ETF seller in Q2 2024 was JP Morgan Chase, an estimated $8.38M sold.
Based on aggregated 13F filings for Q2 2024.