iShares MSCI KLD 400 Social ETF
204 hedge funds and large institutions have $438M invested in iShares MSCI KLD 400 Social ETF in 2018 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 68 increasing their positions, 49 reducing their positions, and 5 closing their positions.
300% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 5
39% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 49
10% more capital invested
Capital invested by funds: $398M → $438M (+$40.9M)
6% more funds holding
Funds holding: 192 → 204 (+12)
1.22% less ownership
Funds ownership: 80.2% → 78.97% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
+$4.6M |
| 2 |
JP Morgan Chase
New York
|
+$4.44M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$2.25M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$2.23M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3.56M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$579K |
| 3 |
SDWMA
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
-$413K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$386K |
| 5 |
BC
Brinker Capital
Berwyn,
Pennsylvania
|
-$301K |
DSI Hedge Fund Activity: Q2 2018 in Review
204 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI KLD 400 Social ETF (DSI) for Q2 2018, worth a combined $438M — up 10% from $398M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new DSI positions and 5 closed out — a net gain of 15 holders — while 68 added to existing stakes and 49 trimmed.
The largest buyer was Betterment LLC, adding an estimated $4.6M. The largest seller was Jane Street, exiting entirely with an estimated $3.56M sold.
- 204 institutional investors held iShares MSCI KLD 400 Social ETF (DSI) as of Q2 2018, up from 192 in Q1 2018.
- Funds reported $438M of iShares MSCI KLD 400 Social ETF stock for Q2 2018, up 10% quarter-over-quarter.
- 20 funds opened new iShares MSCI KLD 400 Social ETF positions in Q2 2018 and 5 closed out, a net change of +15 holders.
- The largest iShares MSCI KLD 400 Social ETF buyer in Q2 2018 was Betterment LLC, an estimated $4.6M added.
- The largest iShares MSCI KLD 400 Social ETF seller in Q2 2018 was Jane Street, an estimated $3.56M sold.
Based on aggregated 13F filings for Q2 2018.