iShares MSCI KLD 400 Social ETF
269 hedge funds and large institutions have $733M invested in iShares MSCI KLD 400 Social ETF in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 101 increasing their positions, 67 reducing their positions, and 13 closing their positions.
191% more capital inflows, than outflows
Capital inflows: $71M | Capital outflows: $24.4M
92% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 13
51% more repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 67
4% more funds holding
Funds holding: 259 → 269 (+10)
0.27% more ownership
Funds ownership: 47.4% → 47.68% (+0.27%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Horizon Advisors
Memphis,
Tennessee
|
+$8.07M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.84M |
| 3 |
Erste Asset Management
Vienna,
Austria
|
+$7.66M |
| 4 |
JP Morgan Chase
New York
|
+$6.13M |
| 5 |
Morgan Stanley
New York
|
+$4.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$5.74M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$4.69M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$2.5M |
| 4 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
-$2.08M |
| 5 |
Cribstone Capital Management
Augusta,
Maine
|
-$1.04M |
DSI Hedge Fund Activity: Q3 2019 in Review
269 of the 4,576 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI KLD 400 Social ETF (DSI) for Q3 2019, worth a combined $733M — up 8.1% from $677M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new DSI positions and 13 closed out — a net gain of 12 holders — while 101 added to existing stakes and 67 trimmed.
The largest buyer was First Horizon Advisors, opening a new position worth an estimated $8.07M. The largest seller was Goldman Sachs, cutting an estimated $5.74M.
- 269 institutional investors held iShares MSCI KLD 400 Social ETF (DSI) as of Q3 2019, up from 259 in Q2 2019.
- Funds reported $733M of iShares MSCI KLD 400 Social ETF stock for Q3 2019, up 8.1% quarter-over-quarter.
- 25 funds opened new iShares MSCI KLD 400 Social ETF positions in Q3 2019 and 13 closed out, a net change of +12 holders.
- The largest iShares MSCI KLD 400 Social ETF buyer in Q3 2019 was First Horizon Advisors, an estimated $8.07M added.
- The largest iShares MSCI KLD 400 Social ETF seller in Q3 2019 was Goldman Sachs, an estimated $5.74M sold.
Based on aggregated 13F filings for Q3 2019.