iShares MSCI KLD 400 Social ETF
117 hedge funds and large institutions have $231M invested in iShares MSCI KLD 400 Social ETF in 2015 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 38 increasing their positions, 18 reducing their positions, and 5 closing their positions.
480% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 5
111% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 18
42% more capital invested
Capital invested by funds: $162M → $231M (+$68.8M)
26% more funds holding
Funds holding: 93 → 117 (+24)
16.82% more ownership
Funds ownership: 76.22% → 93.05% (+17%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIM
BlackRock Investment Management
Wilmington,
Delaware
|
+$12.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$9.68M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$7.69M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$6.1M |
| 5 |
WIM
Waverton Investment Management
London,
United Kingdom
|
+$4.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BG
Bahl & Gaynor
Cincinnati,
Ohio
|
-$5.56M |
| 2 |
Bank of New York Mellon
New York
|
-$1.07M |
| 3 |
PA
Paracle Advisors
Mercer Island,
Washington
|
-$947K |
| 4 |
GC
Gibson Capital
Wexford,
Pennsylvania
|
-$586K |
| 5 |
WTC
WhitTier Trust Company
Reno,
Nevada
|
-$569K |
DSI Hedge Fund Activity: Q4 2015 in Review
117 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI KLD 400 Social ETF (DSI) for Q4 2015, worth a combined $231M — up 42% from $162M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new DSI positions and 5 closed out — a net gain of 24 holders — while 38 added to existing stakes and 18 trimmed.
The largest buyer was BlackRock Investment Management, adding an estimated $12.9M. The largest seller was Bahl & Gaynor, cutting an estimated $5.56M.
- 117 institutional investors held iShares MSCI KLD 400 Social ETF (DSI) as of Q4 2015, up from 93 in Q3 2015.
- Funds reported $231M of iShares MSCI KLD 400 Social ETF stock for Q4 2015, up 42% quarter-over-quarter.
- 29 funds opened new iShares MSCI KLD 400 Social ETF positions in Q4 2015 and 5 closed out, a net change of +24 holders.
- The largest iShares MSCI KLD 400 Social ETF buyer in Q4 2015 was BlackRock Investment Management, an estimated $12.9M added.
- The largest iShares MSCI KLD 400 Social ETF seller in Q4 2015 was Bahl & Gaynor, an estimated $5.56M sold.
Based on aggregated 13F filings for Q4 2015.