iShares MSCI KLD 400 Social ETF
180 hedge funds and large institutions have $437M invested in iShares MSCI KLD 400 Social ETF in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 67 increasing their positions, 40 reducing their positions, and 8 closing their positions.
263% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 8
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
68% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 40
19% more capital invested
Capital invested by funds: $366M → $437M (+$70.7M)
13% more funds holding
Funds holding: 160 → 180 (+20)
3.68% more ownership
Funds ownership: 82.51% → 86.19% (+3.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$12.4M |
| 2 |
BlackRock
New York
|
+$8.34M |
| 3 |
Betterment LLC
New York
|
+$7.75M |
| 4 |
MFP
Mosaic Financial Partners
San Francisco,
California
|
+$5.66M |
| 5 |
TAM
Trillium Asset Management
Boston,
Massachusetts
|
+$3.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
-$3.89M |
| 2 |
TSS
Two Sigma Securities
New York
|
-$3.2M |
| 3 |
Jane Street
New York
|
-$2.44M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.7M |
| 5 |
WCM
Weatherstone Capital Management
Denver,
Colorado
|
-$1.64M |
DSI Hedge Fund Activity: Q4 2017 in Review
180 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI KLD 400 Social ETF (DSI) for Q4 2017, worth a combined $437M — up 19% from $366M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new DSI positions and 8 closed out — a net gain of 21 holders — while 67 added to existing stakes and 40 trimmed.
The largest buyer was Bank of America, adding an estimated $12.4M. The largest seller was Frontier Wealth Management, cutting an estimated $3.89M.
- 180 institutional investors held iShares MSCI KLD 400 Social ETF (DSI) as of Q4 2017, up from 160 in Q3 2017.
- Funds reported $437M of iShares MSCI KLD 400 Social ETF stock for Q4 2017, up 19% quarter-over-quarter.
- 29 funds opened new iShares MSCI KLD 400 Social ETF positions in Q4 2017 and 8 closed out, a net change of +21 holders.
- The largest iShares MSCI KLD 400 Social ETF buyer in Q4 2017 was Bank of America, an estimated $12.4M added.
- The largest iShares MSCI KLD 400 Social ETF seller in Q4 2017 was Frontier Wealth Management, an estimated $3.89M sold.
Based on aggregated 13F filings for Q4 2017.