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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

302 hedge funds and large institutions have $895M invested in iShares MSCI KLD 400 Social ETF in 2019 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 126 increasing their positions, 55 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+34
Holders Change %
+12.69%
% of All Funds
5.96%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
51
Increased
126
Reduced
55
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$102M
2
Betterment LLC
Betterment LLC
New York
$79.3M
3
Truist Financial
Truist Financial
North Carolina
$10.6M
4
Wells Fargo
Wells Fargo
California
$21.2M
5
BlackRock
BlackRock
New York
$7.27M

Top Sellers

1
FHA
First Horizon Advisors
Tennessee
$4.53M
2
Goldman Sachs
Goldman Sachs
New York
$25.9M
3
CCM
Cribstone Capital Management
Maine
$2.02M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.75M
5
PA
Paracle Advisors
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
226
Northern Trust
Illinois
$216K +$216K +3,590 New
PAS
227
Partnervest Advisory Services
California
$215K -$368K -6,136 -63%
EWA
228
EP Wealth Advisors
California
$215K +$215K +3,584 New
MA
229
MUFG Americas
New York
$212K – – –
FAAS
230
First Allied Advisory Services
California
$211K -$661K -10,976 -76%
WTC
231
WhitTier Trust Company
Nevada
$205K – – –
Cetera Investment Advisers
232
Cetera Investment Advisers
Illinois
$202K +$202K +3,398 New
AC
233
Abbrea Capital
California
$201K +$201K +3,342 New
VHAM
234
Van Hulzen Asset Management
California
$201K +$201K +3,354 New
ACA
235
Atlas Capital Advisors
Wyoming
$199K – – –
ST
236
Smithfield Trust
Pennsylvania
$194K -$16.2K -270 -8%
JFA
237
JNBA Financial Advisors
Minnesota
$191K +$31.4K +522 +20%
HR
238
Howe & Rusling
New York
$146K – – –
FCM
239
Firestone Capital Management
Florida
$142K +$142K +2,356 New
FWM
240
Focused Wealth Management
New York
$139K +$359 +6 +0.3%
NFG
241
Next Financial Group
Texas
$135K – – –
Bessemer Group
242
Bessemer Group
New Jersey
$132K – – –
PAI
243
Pittenger & Anderson Inc
Nebraska
$130K -$2.76K -46 -2%
Rockefeller Capital Management
244
Rockefeller Capital Management
New York
$126K – – –
WCG
245
Weaver Consulting Group
California
$126K – – –
AWM
246
AllSquare Wealth Management
New York
$124K – – –
FDCDDQ
247
Federation des caisses Desjardins du Quebec
Quebec, Canada
$124K – – –
AIP
248
Ameritas Investment Partners
Nebraska
$123K +$28.4K +476 +30%
RFWA
249
RPg Family Wealth Advisory
Massachusetts
$122K – – –
GWM
250
Geneos Wealth Management
Colorado
$121K – – –
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10
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