iShares MSCI KLD 400 Social ETF
247 hedge funds and large institutions have $623M invested in iShares MSCI KLD 400 Social ETF in 2019 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 100 increasing their positions, 52 reducing their positions, and 18 closing their positions.
92% more repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 52
89% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 18
13% more capital invested
Capital invested by funds: $552M → $623M (+$71.3M)
5% more funds holding
Funds holding: 235 → 247 (+12)
0.45% more ownership
Funds ownership: 93.01% → 93.46% (+0.45%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$35.7M |
| 2 |
Betterment LLC
New York
|
+$7.04M |
| 3 |
Morgan Stanley
New York
|
+$6.89M |
| 4 |
Mariner
Overland Park,
Kansas
|
+$4.99M |
| 5 |
JP Morgan Chase
New York
|
+$4.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$44.1M |
| 2 |
TAM
Trillium Asset Management
Boston,
Massachusetts
|
-$13.6M |
| 3 |
BlackRock
New York
|
-$13.4M |
| 4 |
William Blair & Company
Chicago,
Illinois
|
-$11M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$5.68M |
DSI Hedge Fund Activity: Q1 2019 in Review
247 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI KLD 400 Social ETF (DSI) for Q1 2019, worth a combined $623M — up 13% from $552M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new DSI positions and 18 closed out — a net gain of 16 holders — while 100 added to existing stakes and 52 trimmed.
The largest buyer was Carson Wealth (CWM LLC), opening a new position worth an estimated $35.7M. The largest seller was Bank of America, cutting an estimated $44.1M.
- 247 institutional investors held iShares MSCI KLD 400 Social ETF (DSI) as of Q1 2019, up from 235 in Q4 2018.
- Funds reported $623M of iShares MSCI KLD 400 Social ETF stock for Q1 2019, up 13% quarter-over-quarter.
- 34 funds opened new iShares MSCI KLD 400 Social ETF positions in Q1 2019 and 18 closed out, a net change of +16 holders.
- The largest iShares MSCI KLD 400 Social ETF buyer in Q1 2019 was Carson Wealth (CWM LLC), an estimated $35.7M added.
- The largest iShares MSCI KLD 400 Social ETF seller in Q1 2019 was Bank of America, an estimated $44.1M sold.
Based on aggregated 13F filings for Q1 2019.