iShares MSCI KLD 400 Social ETF
235 hedge funds and large institutions have $551M invested in iShares MSCI KLD 400 Social ETF in 2018 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 90 increasing their positions, 48 reducing their positions, and 29 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more ownership
Funds ownership: →
5% more capital invested
Capital invested by funds: $526M → $551M (+$25.2M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Holders
235
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$46.5M | |
| 2 | +$12.9M | |
| 3 | +$12.3M | |
| 4 |
JP Morgan Chase
New York
|
+$9.73M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.66M |
Top Sellers
| 1 | -$44.5M | |
| 2 | -$9.43M | |
| 3 | -$7.25M | |
| 4 |
RA
Rational Advisors
Huntington,
New York
|
-$2.23M |
| 5 |
TCM
Tuttle Capital Management
Riverside,
Connecticut
|
-$2.23M |