iShares MSCI KLD 400 Social ETF
93 hedge funds and large institutions have $139M invested in iShares MSCI KLD 400 Social ETF in 2014 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 12 reducing their positions, and 5 closing their positions.
300% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 5
150% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 12
20% more capital invested
Capital invested by funds: $116M → $139M (+$23.7M)
18% more funds holding
Funds holding: 79 → 93 (+14)
6.7% more ownership
Funds ownership: 60.13% → 66.83% (+6.7%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$3.91M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$2.51M |
| 3 |
Jane Street
New York
|
+$2.23M |
| 4 |
TAM
Trillium Asset Management
Boston,
Massachusetts
|
+$1.92M |
| 5 |
BIM
BlackRock Investment Management
Wilmington,
Delaware
|
+$1.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.58M |
| 2 |
RNS
Robert N. Shapiro
|
-$1.47M |
| 3 |
Barclays
London,
United Kingdom
|
-$326K |
| 4 |
MFP
Mosaic Financial Partners
San Francisco,
California
|
-$212K |
| 5 |
V
Veritable
Wilmington,
Delaware
|
-$177K |
DSI Hedge Fund Activity: Q4 2014 in Review
93 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI KLD 400 Social ETF (DSI) for Q4 2014, worth a combined $139M — up 20% from $116M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new DSI positions and 5 closed out — a net gain of 15 holders — while 30 added to existing stakes and 12 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $3.91M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.58M sold.
- 93 institutional investors held iShares MSCI KLD 400 Social ETF (DSI) as of Q4 2014, up from 79 in Q3 2014.
- Funds reported $139M of iShares MSCI KLD 400 Social ETF stock for Q4 2014, up 20% quarter-over-quarter.
- 20 funds opened new iShares MSCI KLD 400 Social ETF positions in Q4 2014 and 5 closed out, a net change of +15 holders.
- The largest iShares MSCI KLD 400 Social ETF buyer in Q4 2014 was Goldman Sachs, an estimated $3.91M added.
- The largest iShares MSCI KLD 400 Social ETF seller in Q4 2014 was Susquehanna International Group, an estimated $1.58M sold.
Based on aggregated 13F filings for Q4 2014.