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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

310 hedge funds and large institutions have $955M invested in iShares MSCI KLD 400 Social ETF in 2020 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 125 increasing their positions, 71 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
+18
Holders Change %
+6.16%
% of All Funds
6.37%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
37
Increased
125
Reduced
71
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$116M
2
SW
SVB Wealth
Massachusetts
$11.4M
3
Betterment LLC
Betterment LLC
New York
$75.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$50.8M
5
Truist Financial
Truist Financial
North Carolina
$16.1M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$9.41M
2
PCA
Personal Capital Advisors
California
$250K
3
Bank of America
Bank of America
North Carolina
$103M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.95M
5
AIC
Ameritas Investment Company
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TCOV
226
Trust Company of Vermont
Vermont
$226K +$6.49K +110 +3%
BWM
227
BerganKDV Wealth Management
Minnesota
$225K -$67.4K -1,142 -23%
EDRIA
228
Edmonds Duncan Registered Investment Advisors
Kansas
$225K +$225K +3,806 New
MA
229
MUFG Americas
New York
$224K +$16.4K +278 +8%
CG
230
Colony Group
Massachusetts
$223K -$55.1K -934 -20%
AC
231
Abbrea Capital
California
$220K +$220K +3,732 New
CYG
232
Clean Yield Group
Vermont
$219K +$219K +3,704 New
FCI
233
Financial Counselors Inc
Kansas
$219K +$219K +3,718 New
PTC
234
Private Trust Company
Ohio
$216K +$216K +3,628 New
HCA
235
Heck Capital Advisors
Wisconsin
$214K +$12.5K +212 +6%
CAM
236
Close Asset Management
United Kingdom
$214K +$105K +1,780 +97%
TIA
237
Traphagen Investment Advisors
New Jersey
$213K +$213K +3,610 New
PWAG
238
Polaris Wealth Advisory Group
California
$212K +$212K +3,562 New
RFC
239
Regions Financial Corp
Alabama
$212K +$212K +3,600 New
EWA
240
EP Wealth Advisors
California
$211K – – –
AWA
241
Arete Wealth Advisors
Illinois
$208K +$208K +3,518 New
SFA
242
Sequoia Financial Advisors
Ohio
$204K +$204K +3,450 New
WTC
243
WhitTier Trust Company
Nevada
$202K – – –
Renaissance Technologies
244
Renaissance Technologies
New York
$201K +$201K +3,400 New
ACA
245
Atlas Capital Advisors
Wyoming
$195K – – –
JFA
246
JNBA Financial Advisors
Minnesota
$193K +$1.06K +18 +0.6%
ST
247
Smithfield Trust
Pennsylvania
$185K -$3.89K -66 -2%
OPS
248
Orion Portfolio Solutions
Nebraska
$179K +$10.1K +172 +6%
SFSG
249
Stearns Financial Services Group
North Carolina
$165K +$1.42K +24 +0.9%
LWCFA
250
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$163K -$414K -7,010 -72%
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