We are live on
!
Find out more
iShares MSCI KLD 400 Social ETF
93 hedge funds and large institutions have $162M invested in iShares MSCI KLD 400 Social ETF in 2015 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 18 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
67% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 18
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
4.4% more ownership
Funds ownership: 71.83% → 76.22% (+4.4%)
3% more funds holding
Funds holding: 90 → 93 (+3)
4% more capital invested
Capital invested by funds: $156M → $162M (+$6.47M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Holders
93
Holders Change
+3
Holders Change %
+3.33%
% of All Funds
2.6%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
30
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
BC
Brinker Capital
Berwyn,
Pennsylvania
|
+$12.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$4.69M |
| 3 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$1.79M |
| 4 |
JP Morgan Chase
New York
|
+$1.59M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.45M |
Top Sellers
| 1 |
Jane Street
New York
|
-$1.99M |
| 2 |
SG Americas Securities
New York
|
-$1.28M |
| 3 |
BG
Bahl & Gaynor
Cincinnati,
Ohio
|
-$1.12M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$746K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$704K |
