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
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
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
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$4.04M | |
| 2 | +$2.47M | |
| 3 | +$2.09M | |
| 4 |
BP
Ballentine Partners
Waltham,
Massachusetts
|
+$1.98M |
| 5 |
Goldman Sachs
New York
|
+$1.88M |
Top Sellers
| 1 | -$4.17M | |
| 2 | -$1.65M | |
| 3 | -$1.57M | |
| 4 |
TAM
Trillium Asset Management
Boston,
Massachusetts
|
-$1.03M |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$826K |