iShares MSCI KLD 400 Social ETF
268 hedge funds and large institutions have $732M invested in iShares MSCI KLD 400 Social ETF in 2019 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 101 increasing their positions, 67 reducing their positions, and 13 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: →
0.43% more ownership
Funds ownership: 94.81% → 95.23% (+0.43%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Holders
268
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$8.1M | |
| 2 | +$7.86M | |
| 3 | +$7.69M | |
| 4 |
JP Morgan Chase
New York
|
+$6.15M |
| 5 |
Morgan Stanley
New York
|
+$4.56M |
Top Sellers
| 1 | -$5.76M | |
| 2 | -$4.69M | |
| 3 | -$2.51M | |
| 4 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
-$2.09M |
| 5 |
CCM
Cribstone Capital Management
Augusta,
Maine
|
-$1.04M |