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iShares MSCI KLD 400 Social ETF
117 hedge funds and large institutions have $229M invested in iShares MSCI KLD 400 Social ETF in 2015 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 38 increasing their positions, 18 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
480% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 5
111% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 18
41% more capital invested
Capital invested by funds: $162M → $229M (+$66.9M)
26% more funds holding
Funds holding: 93 → 117 (+24)
16.82% more ownership
Funds ownership: 76.22% → 93.05% (+17%)
Holders
117
Holders Change
+24
Holders Change %
+25.81%
% of All Funds
3.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
38
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
BG
Bahl & Gaynor
Cincinnati,
Ohio
|
-$5.56M |
| 2 |
Bank of New York Mellon
New York
|
-$1.07M |
| 3 |
PA
Paracle Advisors
Mercer Island,
Washington
|
-$947K |
| 4 |
GC
Gibson Capital
Wexford,
Pennsylvania
|
-$586K |
| 5 |
WTC
WhitTier Trust Company
Reno,
Nevada
|
-$569K |
