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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

292 hedge funds and large institutions have $773M 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.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
-10
Holders Change %
-3.31%
% of All Funds
6.45%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
34
Increased
114
Reduced
74
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$79.4M
2
Bank of America
Bank of America
North Carolina
$96.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$36M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.84M
5
EB
Eastern Bank
Massachusetts
$2.64M

Top Sellers

1
Betterment LLC
Betterment LLC
New York
$54.9M
2
BlackRock
BlackRock
New York
$415K
3
Wells Fargo
Wells Fargo
California
$12.8M
4
WU
Wealthsimple US
New York
$444K
5
EAM
Erste Asset Management
Austria
$3.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
226
Rockefeller Capital Management
New York
$117K +$14.6K +300 +14%
CAN
227
Claraphi Advisory Network
United States
$117K +$117K +2,394 New
FCM
228
Firestone Capital Management
Florida
$115K – – –
WCG
229
Weaver Consulting Group
California
$111K – – –
FWM
230
Focused Wealth Management
New York
$110K -$3.22K -66 -3%
NFG
231
Next Financial Group
Texas
$109K – – –
GRP
232
Global Retirement Partners
California
$109K +$12.3K +252 +13%
PAI
233
Pittenger & Anderson Inc
Nebraska
$107K +$1.56K +32 +1%
HR
234
Howe & Rusling
New York
$105K -$13.7K -280 -12%
PP
235
PrairieView Partners
Minnesota
$102K +$102K +2,092 New
AWM
236
AllSquare Wealth Management
New York
$101K – – –
FDCDDQ
237
Federation des caisses Desjardins du Quebec
Quebec, Canada
$100K – – –
FWP
238
FAS Wealth Partners
Kansas
$97K – – –
AF
239
Affiance Financial
Minnesota
$94K – – –
AA
240
Advisory Alpha
Michigan
$93.2K -$8.43K -160 -8%
CAM
241
Close Asset Management
United Kingdom
$90K +$69.3K +1,420 +335%
FHA
242
Flagship Harbor Advisors
Massachusetts
$82K -$266K -5,430 -76%
MAWCM
243
Mine & Arao Wealth Creation & Management
California
$81K -$9.74K -200 -11%
Fidelity Investments
244
Fidelity Investments
Massachusetts
$77K +$97 +2 +0.1%
SW
245
SVB Wealth
Massachusetts
$76K -$986K -20,450 -93%
FANJ
246
Financial Architects (New Jersey)
New Jersey
$76K – – –
CT
247
Clearstead Trust
Maine
$75K – – –
TCM
248
TD Capital Management
Tennessee
$67K +$391 +8 +0.6%
APA
249
American Portfolios Advisors
New York
$65.8K +$23.1K +474 +54%
GWM
250
Geneos Wealth Management
Colorado
$65K -$30.4K -642 -32%
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