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iShares MSCI KLD 400 Social ETF
145 hedge funds and large institutions have $285M invested in iShares MSCI KLD 400 Social ETF in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 53 increasing their positions, 34 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
56% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 34
44% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 9
6% more capital invested
Capital invested by funds: $270M → $285M (+$15.3M)
1% more funds holding
Funds holding: 143 → 145 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.52% less ownership
Funds ownership: 68.02% → 65.51% (-2.5%)
Holders
145
Holders Change
+2
Holders Change %
+1.4%
% of All Funds
3.62%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
53
Reduced
34
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
+$3.99M |
| 2 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
+$2.44M |
| 3 |
Jane Street
New York
|
+$2.07M |
| 4 |
BP
Ballentine Partners
Waltham,
Massachusetts
|
+$1.91M |
| 5 |
Goldman Sachs
New York
|
+$1.86M |
