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iShares MSCI KLD 400 Social ETF
118 hedge funds and large institutions have $215M invested in iShares MSCI KLD 400 Social ETF in 2016 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 29 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
31% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 29
25% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 8
3% more capital invested
Capital invested by funds: $208M → $215M (+$7.02M)
0% more funds holding
Funds holding: 118 → 118 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4.14% less ownership
Funds ownership: 84.66% → 80.52% (-4.1%)
Holders
118
Holders Change
–
Holders Change %
0%
% of All Funds
3.15%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
38
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$5.07M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.42M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.35M |
| 4 |
FIG
FundX Investment Group
San Francisco,
California
|
+$1.24M |
| 5 |
William Blair & Company
Chicago,
Illinois
|
+$910K |
