iShares MSCI KLD 400 Social ETF
192 hedge funds and large institutions have $398M invested in iShares MSCI KLD 400 Social ETF in 2018 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 71 increasing their positions, 48 reducing their positions, and 12 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 funds holding
Funds holding: →
less ownership
Funds ownership: →
9% less capital invested
Capital invested by funds: $437M → $398M (-$39.6M)
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Holders
192
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$8.38M | |
| 2 | +$5.94M | |
| 3 | +$4.15M | |
| 4 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
+$3.82M |
| 5 |
Morgan Stanley
New York
|
+$3.22M |
Top Sellers
| 1 | -$54.4M | |
| 2 | -$8.44M | |
| 3 | -$5.78M | |
| 4 |
TAM
Trillium Asset Management
Boston,
Massachusetts
|
-$3.67M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$2.92M |