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iShares MSCI KLD 400 Social ETF
76 hedge funds and large institutions have $106M invested in iShares MSCI KLD 400 Social ETF in 2014 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 15 reducing their positions, and 6 closing their positions.
New
Increased
Maintained
Reduced
Closed
60% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 15
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
3% more funds holding
Funds holding: 74 → 76 (+2)
4% more capital invested
Capital invested by funds: $102M → $106M (+$4.26M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
61.59% less ownership
Funds ownership: 124% → 62.41% (-62%)
Holders
76
Holders Change
+2
Holders Change %
+2.7%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
24
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Goldman Sachs
New York
|
+$4.14M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.12M |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$1.34M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.22M |
| 5 |
Barclays
London,
United Kingdom
|
+$343K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PAS
76
Partnervest Advisory Services
Santa Barbara,
California
| $4K | -$4.35K | -126 | -50% |
|
|
BP
77
Ballentine Partners
Waltham,
Massachusetts
| – | -$4.83M | -139,922 | Closed |
|
|
BIM
78
BlackRock Investment Management
Wilmington,
Delaware
| – | -$1.43M | -41,312 | Closed |
|
|
BCIM
79
British Columbia Investment Management
Victoria,
British Columbia, Canada
| – | -$1.04M | -30,000 | Closed |
|
80
HSBC Holdings
London,
United Kingdom
| – | -$263K | -7,600 | Closed |
|
|
TF
81
Tompkins Financial
Ithaca,
New York
| – | -$121K | -3,496 | Closed |
|
|
HR
82
Howe & Rusling
Rochester,
New York
| – | -$90K | -2,610 | Closed |
|