iShares MSCI KLD 400 Social ETF
70 hedge funds and large institutions have $85.7M invested in iShares MSCI KLD 400 Social ETF in 2013 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 12 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
100% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 12
8% more capital invested
Capital invested by funds: $79M → $85.7M (+$6.69M)
3% more funds holding
Funds holding: 68 → 70 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.13% less ownership
Funds ownership: 72.74% → 71.61% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.99M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.42M |
| 3 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$796K |
| 4 |
LPL Financial
San Diego,
California
|
+$495K |
| 5 |
Comerica Bank
Dallas,
Texas
|
+$343K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TH
Timber Hill
Greenwich,
Connecticut
|
-$1.57M |
| 2 |
BCIM
British Columbia Investment Management
Victoria,
British Columbia, Canada
|
-$753K |
| 3 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$747K |
| 4 |
DBT
Dubuque Bank & Trust
Dubuque,
Iowa
|
-$559K |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$499K |
DSI Hedge Fund Activity: Q3 2013 in Review
70 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI KLD 400 Social ETF (DSI) for Q3 2013, worth a combined $85.7M — up 8.5% from $79M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new DSI positions and 3 closed out — a net gain of 3 holders — while 24 added to existing stakes and 12 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $2.99M. The largest seller was Timber Hill, exiting entirely with an estimated $1.57M sold.
- 70 institutional investors held iShares MSCI KLD 400 Social ETF (DSI) as of Q3 2013, up from 68 in Q2 2013.
- Funds reported $85.7M of iShares MSCI KLD 400 Social ETF stock for Q3 2013, up 8.5% quarter-over-quarter.
- 6 funds opened new iShares MSCI KLD 400 Social ETF positions in Q3 2013 and 3 closed out, a net change of +3 holders.
- The largest iShares MSCI KLD 400 Social ETF buyer in Q3 2013 was Royal Bank of Canada, an estimated $2.99M added.
- The largest iShares MSCI KLD 400 Social ETF seller in Q3 2013 was Timber Hill, an estimated $1.57M sold.
Based on aggregated 13F filings for Q3 2013.