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.
100% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 12
48% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 48
7% more funds holding
Funds holding: 180 → 192 (+12)
6% less ownership
Funds ownership: 86.19% → 80.2% (-6%)
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
+$8.61M |
| 2 |
JP Morgan Chase
New York
|
+$6.14M |
| 3 |
Goldman Sachs
New York
|
+$4.28M |
| 4 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
+$3.95M |
| 5 |
Morgan Stanley
New York
|
+$3.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$56.1M |
| 2 |
BlackRock
New York
|
-$8.7M |
| 3 |
MFP
Mosaic Financial Partners
San Francisco,
California
|
-$5.98M |
| 4 |
TAM
Trillium Asset Management
Boston,
Massachusetts
|
-$3.79M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$3.02M |
DSI Hedge Fund Activity: Q1 2018 in Review
192 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI KLD 400 Social ETF (DSI) for Q1 2018, worth a combined $398M — down 9.1% from $437M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new DSI positions and 12 closed out — a net gain of 12 holders — while 71 added to existing stakes and 48 trimmed.
The largest buyer was Betterment LLC, adding an estimated $8.61M. The largest seller was Bank of America, cutting an estimated $56.1M.
- 192 institutional investors held iShares MSCI KLD 400 Social ETF (DSI) as of Q1 2018, up from 180 in Q4 2017.
- Funds reported $398M of iShares MSCI KLD 400 Social ETF stock for Q1 2018, down 9.1% quarter-over-quarter.
- 24 funds opened new iShares MSCI KLD 400 Social ETF positions in Q1 2018 and 12 closed out, a net change of +12 holders.
- The largest iShares MSCI KLD 400 Social ETF buyer in Q1 2018 was Betterment LLC, an estimated $8.61M added.
- The largest iShares MSCI KLD 400 Social ETF seller in Q1 2018 was Bank of America, an estimated $56.1M sold.
Based on aggregated 13F filings for Q1 2018.