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iShares MSCI KLD 400 Social ETF

DSI

Market cap $5.32B

117 hedge funds and large institutions have $229M invested in iShares MSCI KLD 400 Social ETF in 2015 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 38 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New

Increased

Maintained

Reduced

Closed

480% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 5

111% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 18

41% more capital invested

Capital invested by funds: $162M → $229M (+$66.9M)

26% more funds holding

Funds holding: 93 → 117 (+24)

16.82% more ownership

Funds ownership: 76.22% → 93.05% (+17%)

Holders

117

Holders Change

+24

Holders Change %

+25.81%

% of All Funds

3.07%

Holding in Top 10

–

Holding in Top 10 Change

–

Holding in Top 10 Change %

–

% of All Funds

–

New

Increased

Reduced

Closed

Calls

–

Puts

–

Net Calls

–

Net Calls Change

–

Top Buyers

1	BIM BlackRock Investment Management Wilmington, Delaware	+$12.9M
2	Bank of America Charlotte, North Carolina	+$9.68M
3	UBS Group Zurich, Switzerland	+$7.69M
4	Stifel Financial St. Louis, Missouri	+$6.1M
5	WIM Waverton Investment Management London, United Kingdom	+$4.19M

Top Sellers

1	BG Bahl & Gaynor Cincinnati, Ohio	-$5.56M
2	Bank of New York Mellon New York	-$1.07M
3	PA Paracle Advisors Mercer Island, Washington	-$947K
4	GC Gibson Capital Wexford, Pennsylvania	-$586K
5	WTC WhitTier Trust Company Reno, Nevada	-$569K

#	Name	Holding	Trade Value	Shares Change	Change in Stake
76	BP 76 BBR Partners New York	$244K	–	–	–
77	CCM 77 Catawba Capital Management Roanoke, Virginia	$241K	–	–	–
78	CG 78 Colony Group Boston, Massachusetts	$239K	–	–	–
79	79 Citigroup New York	$239K	+$108K	+2,834	+81%
80	HSA 80 HBK Sorce Advisory Erie, Pennsylvania	$234K	+$235K	+6,178	New
81	CWM 81 Concert Wealth Management San Jose, California	$220K	–	–	–
82	82 Bank of Montreal Toronto, Ontario, Canada	$217K	+$107K	+2,810	+96%
83	AC 83 Alexandria Capital Arlington, Virginia	$216K	–	–	–
84	BPC 84 Banque Pictet & Cie Geneva 73, Switzerland	$212K	+$213K	+5,600	New
85	DWM 85 Destination Wealth Management Walnut Creek, California	$206K	+$207K	+5,432	New
86	CCM 86 Colorado Capital Management Boulder, Colorado	$201K	+$202K	+5,320	New
87	PAIM 87 Punch & Associates Investment Management Edina, Minnesota	$168K	+$169K	+4,430	New
88	LWA 88 Lenox Wealth Advisors New York	$158K	+$685	+18	+0.4%
89	WTC 89 WhitTier Trust Company Reno, Nevada	$147K	-$569K	-14,946	-79%
90	90 SG Americas Securities New York	$137K	–	–	–
91	HA 91 Harfst & Associates Sheridan, Wyoming	$128K	–	–	–
92	HR 92 Howe & Rusling Rochester, New York	$127K	–	–	–
93	PSC 93 Prentiss Smith & Co Brattleboro, Vermont	$111K	–	–	–
94	BCM 94 Blume Capital Management Berkeley, California	$106K	–	–	–
95	MPWT 95 MassMutual Private Wealth & Trust Windsor, Connecticut	$102K	+$63.5K	+1,670	+162%
96	JFA 96 JNBA Financial Advisors Bloomington, Minnesota	$100K	–	–	–
97	WCM 97 Wealthcare Capital Management Richmond, Virginia	$98K	-$3.81K	-100	-4%
98	TCOV 98 Trust Company of Vermont Brattleboro, Vermont	$95K	+$33.8K	+888	+55%
99	99 Fifth Third Bancorp Cincinnati, Ohio	$92K	–	–	–
100	DADC 100 D.A. Davidson & Co Great Falls, Montana	$73K	–	–	–