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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+12
Holders Change %
+5.11%
% of All Funds
5.35%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
34
Increased
100
Reduced
52
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$29.1M
2
Betterment LLC
Betterment LLC
New York
$52.6M
3
Morgan Stanley
Morgan Stanley
New York
$37.1M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$62.5M
5
Creative Planning
Creative Planning
Kansas
$7.99M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$68.8M
2
TAM
Trillium Asset Management
Massachusetts
$2.35M
3
BlackRock
BlackRock
New York
$174K
4
William Blair & Company
William Blair & Company
Illinois
$9.91M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$4.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
226
Inscription Capital
Texas
$34K – – –
CWM
227
Catamount Wealth Management
Connecticut
$30K – – –
PGA
228
Premia Global Advisors
Florida
$28K +$28K +546 New
MIFH
229
Migdal Insurance & Financial Holdings
Israel
$25K – – –
SSB
230
Sandy Spring Bank
Maryland
$24K +$16.7K +320 +229%
CAM
231
Close Asset Management
United Kingdom
$22K +$11.6K +224 +112%
BWP
232
Baldwin Wealth Partners
Massachusetts
$21K – – –
KPW
233
Kore Private Wealth
New York
$17K – – –
PFGIA
234
Patriot Financial Group Insurance Agency
Massachusetts
$12K – – –
SWP
235
Strategic Wealth Partners
Ohio
$10K – – –
TC
236
Truvestments Capital
Florida
$8K +$8K +150 New
CAC
237
Certified Advisory Corp
Florida
$7K – – –
RCA
238
Rowland Carmichael Advisors
Arizona
$5K – – –
BFEC
239
Benjamin F. Edwards & Company
Missouri
$5K – – –
DOA
240
D'Orazio & Associates
Virginia
$5K – – –
CFD
241
Creative Financial Designs
Indiana
$4K – – –
AWM
242
Avondale Wealth Management
Texas
$3K – – –
ADL
243
Asset Dedication LLC
California
$2K – – –
IF
244
Ironwood Financial
Arizona
$2K – – –
LC
245
Lindbrook Capital
California
$2K – – –
DBT
246
Dubuque Bank & Trust
Iowa
$2K +$2K +42 New
TWM
247
Titus Wealth Management
California
$267 +$1 +20 +0.4%
MHI
248
Miller Howard Investments
New York
– -$1.65M -35,456 Closed
DIA
249
Dana Investment Advisors
Wisconsin
– -$1.07M -23,080 Closed
MIA
250
MainStreet Investment Advisors
Illinois
– -$303K -6,510 Closed
7 8 9
10
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