iShares MSCI KLD 400 Social ETF
139 hedge funds and large institutions have $281M invested in iShares MSCI KLD 400 Social ETF in 2016 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 31 reducing their positions, and 2 closing their positions.
900% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 2
39% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 31
14% more funds holding
Funds holding: 122 → 139 (+17)
14% more capital invested
Capital invested by funds: $247M → $281M (+$34.3M)
4.59% less ownership
Funds ownership: 79.04% → 74.45% (-4.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZAM
Zevin Asset Management
Boston,
Massachusetts
|
+$11.5M |
| 2 |
BIM
BlackRock Investment Management
Wilmington,
Delaware
|
+$4.16M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.89M |
| 4 |
Bank of New York Mellon
New York
|
+$2.8M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$2.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Brinker Capital
Berwyn,
Pennsylvania
|
-$9.56M |
| 2 |
JP Morgan Chase
New York
|
-$2.91M |
| 3 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$2.33M |
| 4 |
CJA
C-J Advisory
San Jose,
California
|
-$1.91M |
| 5 |
SG Americas Securities
New York
|
-$1.65M |
DSI Hedge Fund Activity: Q4 2016 in Review
139 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI KLD 400 Social ETF (DSI) for Q4 2016, worth a combined $281M — up 14% from $247M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new DSI positions and 2 closed out — a net gain of 18 holders — while 43 added to existing stakes and 31 trimmed.
The largest buyer was Zevin Asset Management, opening a new position worth an estimated $11.5M. The largest seller was Brinker Capital, cutting an estimated $9.56M.
- 139 institutional investors held iShares MSCI KLD 400 Social ETF (DSI) as of Q4 2016, up from 122 in Q3 2016.
- Funds reported $281M of iShares MSCI KLD 400 Social ETF stock for Q4 2016, up 14% quarter-over-quarter.
- 20 funds opened new iShares MSCI KLD 400 Social ETF positions in Q4 2016 and 2 closed out, a net change of +18 holders.
- The largest iShares MSCI KLD 400 Social ETF buyer in Q4 2016 was Zevin Asset Management, an estimated $11.5M added.
- The largest iShares MSCI KLD 400 Social ETF seller in Q4 2016 was Brinker Capital, an estimated $9.56M sold.
Based on aggregated 13F filings for Q4 2016.