iShares MSCI KLD 400 Social ETF
160 hedge funds and large institutions have $366M invested in iShares MSCI KLD 400 Social ETF in 2017 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 28 reducing their positions, and 8 closing their positions.
188% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 8
118% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 28
28% more capital invested
Capital invested by funds: $285M → $366M (+$81.1M)
17.01% more ownership
Funds ownership: 65.51% → 82.51% (+17%)
10% more funds holding
Funds holding: 145 → 160 (+15)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$38.1M |
| 2 |
Betterment LLC
New York
|
+$15M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$5.96M |
| 4 |
TSS
Two Sigma Securities
New York
|
+$3.14M |
| 5 |
PWM
Patriot Wealth Management
Houston,
Texas
|
+$2.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BG
Bahl & Gaynor
Cincinnati,
Ohio
|
-$2.94M |
| 2 |
BC
Brinker Capital
Berwyn,
Pennsylvania
|
-$2.19M |
| 3 |
EA
Efficient Advisors
Mason,
Ohio
|
-$2.1M |
| 4 |
Goldman Sachs
New York
|
-$1.23M |
| 5 |
SCA
Snowden Capital Advisors
New York
|
-$1.1M |
DSI Hedge Fund Activity: Q3 2017 in Review
160 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI KLD 400 Social ETF (DSI) for Q3 2017, worth a combined $366M — up 28% from $285M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new DSI positions and 8 closed out — a net gain of 15 holders — while 61 added to existing stakes and 28 trimmed.
The largest buyer was Bank of America, adding an estimated $38.1M. The largest seller was Bahl & Gaynor, exiting entirely with an estimated $2.94M sold.
- 160 institutional investors held iShares MSCI KLD 400 Social ETF (DSI) as of Q3 2017, up from 145 in Q2 2017.
- Funds reported $366M of iShares MSCI KLD 400 Social ETF stock for Q3 2017, up 28% quarter-over-quarter.
- 23 funds opened new iShares MSCI KLD 400 Social ETF positions in Q3 2017 and 8 closed out, a net change of +15 holders.
- The largest iShares MSCI KLD 400 Social ETF buyer in Q3 2017 was Bank of America, an estimated $38.1M added.
- The largest iShares MSCI KLD 400 Social ETF seller in Q3 2017 was Bahl & Gaynor, an estimated $2.94M sold.
Based on aggregated 13F filings for Q3 2017.