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iShares MSCI KLD 400 Social ETF
90 hedge funds and large institutions have $156M invested in iShares MSCI KLD 400 Social ETF in 2015 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 21 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
57% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 21
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
8% more capital invested
Capital invested by funds: $144M → $156M (+$11.8M)
4.61% more ownership
Funds ownership: 67.22% → 71.83% (+4.6%)
1% more funds holding
Funds holding: 89 → 90 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Holders
90
Holders Change
+1
Holders Change %
+1.12%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
33
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
JP Morgan Chase
New York
|
+$6.15M |
| 2 |
Goldman Sachs
New York
|
+$2.34M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.1M |
| 4 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$1.25M |
| 5 |
Morgan Stanley
New York
|
+$1.2M |
Top Sellers
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.6M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$724K |
| 3 |
AC
Alexandria Capital
Arlington,
Virginia
|
-$650K |
| 4 |
Jane Street
New York
|
-$607K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$457K |
