iShares MSCI KLD 400 Social ETF
294 hedge funds and large institutions have $774M invested in iShares MSCI KLD 400 Social ETF in 2020 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 114 increasing their positions, 74 reducing their positions, and 39 closing their positions.
54% more repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 74
8.3% more ownership
Funds ownership: 98.55% → 106.85% (+8.3%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
3% less funds holding
Funds holding: 304 → 294 (-10)
13% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 39
14% less capital invested
Capital invested by funds: $896M → $774M (-$122M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$36.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$16.8M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$12.7M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.19M |
| 5 |
EB
Eastern Bank
Boston,
Massachusetts
|
+$3.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
-$11M |
| 2 |
BlackRock
New York
|
-$6.46M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$5.1M |
| 4 |
WU
Wealthsimple US
Brooklyn,
New York
|
-$4.67M |
| 5 |
EAM
Erste Asset Management
Vienna,
Austria
|
-$4.37M |
DSI Hedge Fund Activity: Q1 2020 in Review
294 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI KLD 400 Social ETF (DSI) for Q1 2020, worth a combined $774M — down 14% from $896M a quarter earlier.
Sellers outnumbered buyers: 39 funds closed out of DSI and 34 opened new positions — a net loss of 5 holders — while 74 trimmed existing stakes and 114 added.
The largest buyer was Morgan Stanley, adding an estimated $36.8M. The largest seller was Betterment LLC, cutting an estimated $11M.
- 294 institutional investors held iShares MSCI KLD 400 Social ETF (DSI) as of Q1 2020, down from 304 in Q4 2019.
- Funds reported $774M of iShares MSCI KLD 400 Social ETF stock for Q1 2020, down 14% quarter-over-quarter.
- 34 funds opened new iShares MSCI KLD 400 Social ETF positions in Q1 2020 and 39 closed out, a net change of -5 holders.
- The largest iShares MSCI KLD 400 Social ETF buyer in Q1 2020 was Morgan Stanley, an estimated $36.8M added.
- The largest iShares MSCI KLD 400 Social ETF seller in Q1 2020 was Betterment LLC, an estimated $11M sold.
Based on aggregated 13F filings for Q1 2020.