iShares MSCI KLD 400 Social ETF
89 hedge funds and large institutions have $144M invested in iShares MSCI KLD 400 Social ETF in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 35 increasing their positions, 18 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
more funds holding in top 10
Funds holding in top 10: →
4% less funds holding
Funds holding: 93 → 89 (-4)
22% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 9
Holders
89
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$3.65M | |
| 2 | +$1.88M | |
| 3 | +$1.02M | |
| 4 |
JPMorgan Chase & Co
New York
|
+$809K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$802K |
Top Sellers
| 1 | -$1.74M | |
| 2 | -$1.31M | |
| 3 | -$986K | |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$583K |
| 5 |
DIA
Dana Investment Advisors
Waukesha,
Wisconsin
|
-$497K |