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iShares MSCI KLD 400 Social ETF
247 hedge funds and large institutions have $623M invested in iShares MSCI KLD 400 Social ETF in 2019 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 100 increasing their positions, 52 reducing their positions, and 18 closing their positions.
New
Increased
Maintained
Reduced
Closed
92% more repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 52
89% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 18
13% more capital invested
Capital invested by funds: $551M → $623M (+$71.3M)
5% more funds holding
Funds holding: 235 → 247 (+12)
0.45% more ownership
Funds ownership: 93.01% → 93.46% (+0.45%)
Holders
247
Holders Change
+12
Holders Change %
+5.11%
% of All Funds
5.35%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
100
Reduced
52
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$35.7M |
| 2 |
Betterment LLC
New York
|
+$7.04M |
| 3 |
Morgan Stanley
New York
|
+$6.89M |
| 4 |
Mariner
Overland Park,
Kansas
|
+$4.99M |
| 5 |
JP Morgan Chase
New York
|
+$4.04M |
Top Sellers
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$44.1M |
| 2 |
TAM
Trillium Asset Management
Boston,
Massachusetts
|
-$13.6M |
| 3 |
BlackRock
New York
|
-$13.4M |
| 4 |
William Blair & Company
Chicago,
Illinois
|
-$11M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$5.68M |
