iShares MSCI KLD 400 Social ETF
90 hedge funds and large institutions have $157M invested in iShares MSCI KLD 400 Social ETF in 2015 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 21 reducing their positions, and 8 closing their positions.
57% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 21
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
9% more capital invested
Capital invested by funds: $144M → $157M (+$13M)
4.61% more ownership
Funds ownership: 67.22% → 71.83% (+4.6%)
1% more funds holding
Funds holding: 89 → 90 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$6.15M |
| 2 |
Goldman Sachs
New York
|
+$2.34M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.1M |
| 4 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$1.25M |
| 5 |
Morgan Stanley
New York
|
+$1.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.6M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$724K |
| 3 |
AC
Alexandria Capital
Arlington,
Virginia
|
-$650K |
| 4 |
Jane Street
New York
|
-$607K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$457K |
DSI Hedge Fund Activity: Q2 2015 in Review
90 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI KLD 400 Social ETF (DSI) for Q2 2015, worth a combined $157M — up 9% from $144M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new DSI positions and 8 closed out — a net gain of 1 holder — while 33 added to existing stakes and 21 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $6.15M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.6M sold.
- 90 institutional investors held iShares MSCI KLD 400 Social ETF (DSI) as of Q2 2015, up from 89 in Q1 2015.
- Funds reported $157M of iShares MSCI KLD 400 Social ETF stock for Q2 2015, up 9% quarter-over-quarter.
- 9 funds opened new iShares MSCI KLD 400 Social ETF positions in Q2 2015 and 8 closed out, a net change of +1 holder.
- The largest iShares MSCI KLD 400 Social ETF buyer in Q2 2015 was JP Morgan Chase, an estimated $6.15M added.
- The largest iShares MSCI KLD 400 Social ETF seller in Q2 2015 was Citadel Advisors, an estimated $1.6M sold.
Based on aggregated 13F filings for Q2 2015.