iShares MSCI KLD 400 Social ETF
122 hedge funds and large institutions have $247M invested in iShares MSCI KLD 400 Social ETF in 2016 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 32 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
1.48% less ownership
Funds ownership: 80.52% → 79.04% (-1.5%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Holders
122
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$13.9M | |
| 2 | +$3.21M | |
| 3 | +$2.65M | |
| 4 |
JPMorgan Chase & Co
New York
|
+$2.05M |
| 5 |
PWM
Patriot Wealth Management
Houston,
Texas
|
+$1.8M |
Top Sellers
| 1 | -$1.39M | |
| 2 | -$1.25M | |
| 3 | -$1.24M | |
| 4 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
-$667K |
| 5 |
PA
Paracle Advisors
Mercer Island,
Washington
|
-$478K |