iShares MSCI KLD 400 Social ETF
539 hedge funds and large institutions have $3.12B invested in iShares MSCI KLD 400 Social ETF in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 134 increasing their positions, 229 reducing their positions, and 20 closing their positions.
275% more call options, than puts
Call options by funds: $326K | Put options by funds: $87K
115% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 20
12% more capital invested
Capital invested by funds: $2.79B → $3.12B (+$328M)
3% more funds holding
Funds holding: 521 → 539 (+18)
0.04% more ownership
Funds ownership: 60.59% → 60.63% (+0.04%)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
41% less repeat investments, than reductions
Existing positions increased: 134 | Existing positions reduced: 229
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
+$22.4M |
| 2 |
Morgan Stanley
New York
|
+$11M |
| 3 |
EAM
Erste Asset Management
Vienna,
Austria
|
+$3.96M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$3.46M |
| 5 |
FAFN
First Affirmative Financial Network
Colorado Springs,
Colorado
|
+$3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$24.7M |
| 2 |
S
Syntrinsic
Denver,
Colorado
|
-$16.9M |
| 3 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$8.46M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$7.79M |
| 5 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$6.38M |
DSI Hedge Fund Activity: Q3 2024 in Review
539 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI KLD 400 Social ETF (DSI) for Q3 2024, worth a combined $3.12B — up 12% from $2.79B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new DSI positions and 20 closed out — a net gain of 23 holders — while 134 added to existing stakes and 229 trimmed.
The largest buyer was US Bancorp, adding an estimated $22.4M. The largest seller was Envestnet Asset Management, cutting an estimated $24.7M.
- 539 institutional investors held iShares MSCI KLD 400 Social ETF (DSI) as of Q3 2024, up from 521 in Q2 2024.
- Funds reported $3.12B of iShares MSCI KLD 400 Social ETF stock for Q3 2024, up 12% quarter-over-quarter.
- 43 funds opened new iShares MSCI KLD 400 Social ETF positions in Q3 2024 and 20 closed out, a net change of +23 holders.
- The largest iShares MSCI KLD 400 Social ETF buyer in Q3 2024 was US Bancorp, an estimated $22.4M added.
- The largest iShares MSCI KLD 400 Social ETF seller in Q3 2024 was Envestnet Asset Management, an estimated $24.7M sold.
Based on aggregated 13F filings for Q3 2024.