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iShares MSCI KLD 400 Social ETF
DSI

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Morgan Stanley
1
Morgan Stanley
New York
USD 603 M +USD 35.7 M +260,239 +7%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
USD 248 M -USD 4.47 M -32,644 -2%
Bank of America
3
Bank of America
North Carolina
USD 200 M -USD 11.7 M -85,578 -6%
LPL Financial
4
LPL Financial
California
USD 175 M -USD 479 k -3,494 -0.3%
Bank of New York Mellon
5
Bank of New York Mellon
New York
USD 170 M -USD 8.42 M -61,468 -5%
JP Morgan Chase
6
JP Morgan Chase
New York
USD 163 M -USD 4.6 M -33,595 -3%
Ameriprise
7
Ameriprise
Minnesota
USD 117 M -USD 5.14 M -37,538 -4%
IMA Advisory Services
8
IMA Advisory Services
Colorado
USD 63 M +USD 4.41 M +32,150 +8%
UBS Group
9
UBS Group
Switzerland
USD 58 M -USD 1.2 M -8,731 -2%
Betterment LLC
10
Betterment LLC
New York
USD 48.1 M -USD 1.62 M -11,827 -3%
Mariner
11
Mariner
Kansas
USD 47.8 M +USD 170 k +1,240 +0.4%
US Bancorp
12
US Bancorp
Minnesota
USD 45.9 M -USD 64.8 k -473 -0.1%
Envestnet Portfolio Solutions
13
Envestnet Portfolio Solutions
Illinois
USD 45.4 M -USD 976 k -7,119 -2%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
USD 43 M +USD 241 k +1,757 +0.6%
Goldman Sachs
15
Goldman Sachs
New York
USD 42.6 M +USD 7.11 M +51,880 +21%
SEI Investments
16
SEI Investments
Pennsylvania
USD 39.9 M -USD 340 k -2,479 -0.9%
NAMM
17
NorthStar Asset Management (Massachusetts)
Massachusetts
USD 39.9 M +USD 9.27 M +67,631 +32%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
USD 32.4 M -USD 151 k -1,105 -0.5%
Global Retirement Partners
19
Global Retirement Partners
California
USD 31.5 M +USD 30.4 M +221,547 Nuevas
Wells Fargo
20
Wells Fargo
California
USD 30.6 M -USD 932 k -6,799 -3%
Creative Planning
21
Creative Planning
Kansas
USD 30 M -USD 758 k -5,529 -3%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
USD 29.2 M +USD 167 k +1,215 +0.6%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
USD 25.3 M +USD 452 k +3,295 +2%
Raymond James Financial
24
Raymond James Financial
Florida
USD 25.2 M +USD 350 k +2,554 +1%
Osaic Holdings
25
Osaic Holdings
Arizona
USD 24.8 M +USD 6.32 M +46,125 +36%
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