We are live on
!
Find out more
iShares MSCI KLD 400 Social ETF
224 hedge funds and large institutions have $526M invested in iShares MSCI KLD 400 Social ETF in 2018 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 88 increasing their positions, 43 reducing their positions, and 13 closing their positions.
New
Increased
Maintained
Reduced
Closed
169% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 13
105% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 43
19% more capital invested
Capital invested by funds: $444M → $526M (+$82.5M)
9% more funds holding
Funds holding: 205 → 224 (+19)
0.98% more ownership
Funds ownership: 90.41% → 91.39% (+0.98%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Holders
224
Holders Change
+19
Holders Change %
+9.27%
% of All Funds
5.12%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
35
Increased
88
Reduced
43
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
William Blair & Company
Chicago,
Illinois
|
+$20M |
| 2 |
FA
Forefront Analytics
West Conshohocken,
Pennsylvania
|
+$9.3M |
| 3 |
JP Morgan Chase
New York
|
+$5.27M |
| 4 |
Betterment LLC
New York
|
+$5.12M |
| 5 |
Morgan Stanley
New York
|
+$4.08M |
