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iShares MSCI KLD 400 Social ETF
205 hedge funds and large institutions have $444M invested in iShares MSCI KLD 400 Social ETF in 2018 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 69 increasing their positions, 49 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
300% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 5
41% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 49
12% more capital invested
Capital invested by funds: $398M → $444M (+$46.3M)
10.22% more ownership
Funds ownership: 80.2% → 90.41% (+10%)
7% more funds holding
Funds holding: 192 → 205 (+13)
Holders
205
Holders Change
+13
Holders Change %
+6.77%
% of All Funds
4.69%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
69
Reduced
49
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$62.6M |
| 2 |
Betterment LLC
New York
|
+$4.6M |
| 3 |
JP Morgan Chase
New York
|
+$4.44M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$2.25M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$2.23M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIA
201
FNY Investment Advisers
New York
| $4K | +$4.52K | +90 | New |
|
|
AWM
202
Avondale Wealth Management
West Lake Hills,
Texas
| $3K | – | – | – |
|
|
IF
203
Ironwood Financial
Tucson,
Arizona
| $2K | – | – | – |
|
|
PMG
204
ProVise Management Group
Clearwater,
Florida
| $774 | – | – | – |
|
205
Jane Street
New York
| – | -$3.56M | -72,760 | Closed |
|
|
SDWMA
206
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| – | -$413K | -8,444 | Closed |
|
|
WCM
207
Weatherstone Capital Management
Denver,
Colorado
| – | -$284K | -5,806 | Closed |
|
|
MFW
208
Meristem Family Wealth
Minnetonka,
Minnesota
| – | -$281K | -5,760 | Closed |
|
|
WDL
209
Well Done LLC
Holland,
Michigan
| – | -$109K | -2,234 | Closed |
|