iShares MSCI KLD 400 Social ETF
223 hedge funds and large institutions have $521M invested in iShares MSCI KLD 400 Social ETF in 2018 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 88 increasing their positions, 42 reducing their positions, and 13 closing their positions.
169% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 13
110% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 42
19% more capital invested
Capital invested by funds: $438M → $521M (+$82.7M)
9% more funds holding
Funds holding: 204 → 223 (+19)
4.14% more ownership
Funds ownership: 78.97% → 83.11% (+4.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair & Company
Chicago,
Illinois
|
+$20M |
| 2 |
FA
Forefront Analytics
West Conshohocken,
Pennsylvania
|
+$9.3M |
| 3 |
JP Morgan Chase
New York
|
+$5.27M |
| 4 |
Betterment LLC
New York
|
+$5.12M |
| 5 |
Morgan Stanley
New York
|
+$4.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$6.66M |
| 2 |
BP
Ballentine Partners
Waltham,
Massachusetts
|
-$2.12M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.24M |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.07M |
| 5 |
GC
Gibson Capital
Wexford,
Pennsylvania
|
-$838K |
DSI Hedge Fund Activity: Q3 2018 in Review
223 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI KLD 400 Social ETF (DSI) for Q3 2018, worth a combined $521M — up 19% from $438M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new DSI positions and 13 closed out — a net gain of 22 holders — while 88 added to existing stakes and 42 trimmed.
The largest buyer was William Blair & Company, adding an estimated $20M. The largest seller was UBS Group, cutting an estimated $6.66M.
- 223 institutional investors held iShares MSCI KLD 400 Social ETF (DSI) as of Q3 2018, up from 204 in Q2 2018.
- Funds reported $521M of iShares MSCI KLD 400 Social ETF stock for Q3 2018, up 19% quarter-over-quarter.
- 35 funds opened new iShares MSCI KLD 400 Social ETF positions in Q3 2018 and 13 closed out, a net change of +22 holders.
- The largest iShares MSCI KLD 400 Social ETF buyer in Q3 2018 was William Blair & Company, an estimated $20M added.
- The largest iShares MSCI KLD 400 Social ETF seller in Q3 2018 was UBS Group, an estimated $6.66M sold.
Based on aggregated 13F filings for Q3 2018.