iShares MSCI KLD 400 Social ETF
517 hedge funds and large institutions have $2.76B invested in iShares MSCI KLD 400 Social ETF in 2024 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 180 increasing their positions, 168 reducing their positions, and 26 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
4% more capital invested
Capital invested by funds: $2.66B → $2.76B (+$101M)
0.25% more ownership
Funds ownership: 59.72% → 59.97% (+0.25%)
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
Holders
517
Holding in Top 10
7
Calls
$312K
Puts
$73K
Top Buyers
| 1 | +$22.1M | |
| 2 | +$7.01M | |
| 3 | +$6.91M | |
| 4 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$5.46M |
| 5 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$4.68M |
Top Sellers
| 1 | -$207M | |
| 2 | -$8.7M | |
| 3 | -$7.55M | |
| 4 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$6.85M |
| 5 |
Betterment LLC
New York
|
-$4.46M |