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iShares MSCI KLD 400 Social ETF
79 hedge funds and large institutions have $116M invested in iShares MSCI KLD 400 Social ETF in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 9 reducing their positions, and 6 closing their positions.
New
Increased
Maintained
Reduced
Closed
244% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 9
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
3% more funds holding
Funds holding: 77 → 79 (+2)
3% more capital invested
Capital invested by funds: $113M → $116M (+$3.14M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.9% less ownership
Funds ownership: 61.02% → 60.13% (-0.9%)
Holders
79
Holders Change
+2
Holders Change %
+2.6%
% of All Funds
2.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
31
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$1.22M |
| 2 |
JP Morgan Chase
New York
|
+$1.08M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$428K |
| 4 |
CG
Colony Group
Boston,
Massachusetts
|
+$359K |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$332K |
