iShares MSCI KLD 400 Social ETF
304 hedge funds and large institutions have $896M invested in iShares MSCI KLD 400 Social ETF in 2019 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 126 increasing their positions, 55 reducing their positions, and 11 closing their positions.
373% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 11
129% more repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 55
22% more capital invested
Capital invested by funds: $733M → $896M (+$163M)
13% more funds holding
Funds holding: 269 → 304 (+35)
3.19% more ownership
Funds ownership: 95.35% → 98.55% (+3.2%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$18M |
| 2 |
Betterment LLC
New York
|
+$13.3M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$8.99M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$8.9M |
| 5 |
BlackRock
New York
|
+$6.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FHA
First Horizon Advisors
Memphis,
Tennessee
|
-$4.06M |
| 2 |
Goldman Sachs
New York
|
-$3.23M |
| 3 |
CCM
Cribstone Capital Management
Augusta,
Maine
|
-$1.16M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$919K |
| 5 |
PA
Paracle Advisors
Mercer Island,
Washington
|
-$740K |
DSI Hedge Fund Activity: Q4 2019 in Review
304 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI KLD 400 Social ETF (DSI) for Q4 2019, worth a combined $896M — up 22% from $733M a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new DSI positions and 11 closed out — a net gain of 41 holders — while 126 added to existing stakes and 55 trimmed.
The largest buyer was Bank of America, adding an estimated $18M. The largest seller was First Horizon Advisors, cutting an estimated $4.06M.
- 304 institutional investors held iShares MSCI KLD 400 Social ETF (DSI) as of Q4 2019, up from 269 in Q3 2019.
- Funds reported $896M of iShares MSCI KLD 400 Social ETF stock for Q4 2019, up 22% quarter-over-quarter.
- 52 funds opened new iShares MSCI KLD 400 Social ETF positions in Q4 2019 and 11 closed out, a net change of +41 holders.
- The largest iShares MSCI KLD 400 Social ETF buyer in Q4 2019 was Bank of America, an estimated $18M added.
- The largest iShares MSCI KLD 400 Social ETF seller in Q4 2019 was First Horizon Advisors, an estimated $4.06M sold.
Based on aggregated 13F filings for Q4 2019.