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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

268 hedge funds and large institutions have $732M invested in iShares MSCI KLD 400 Social ETF in 2019 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 101 increasing their positions, 67 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
+9
Holders Change %
+3.47%
% of All Funds
5.89%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
24
Increased
101
Reduced
67
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FHA
First Horizon Advisors
Tennessee
$8.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$22.4M
3
EAM
Erste Asset Management
Austria
$7.69M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$74.6M
5
Morgan Stanley
Morgan Stanley
New York
$50.8M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$27.1M
2
American Century Companies
American Century Companies
Missouri
$0
3
Citadel Advisors
Citadel Advisors
Florida
$294K
4
FWM
Frontier Wealth Management
Missouri
$6.29M
5
CCM
Cribstone Capital Management
Maine
$2.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
251
Tower Research Capital (TRC)
New York
$24K -$888K -16,052 -97%
CAM
252
Close Asset Management
United Kingdom
$24K – – –
APA
253
American Portfolios Advisors
New York
$23.3K -$8.87K -160 -28%
BWP
254
Baldwin Wealth Partners
Massachusetts
$22K – – –
DWA
255
Dougherty Wealth Advisers
Minnesota
$19K +$2.14K +38 +13%
PFO
256
Pathstone Family Office
New Jersey
$18K – – –
APSP
257
Asset Planning Services (Pennsylvania)
Pennsylvania
$17K +$17K +302 New
EIP
258
Ellis Investment Partners
Pennsylvania
$16K -$1.05K -20 -6%
CFD
259
Creative Financial Designs
Indiana
$14K -$1.31K -24 -9%
LWM
260
Liberty Wealth Management
California
$11K – – –
TC
261
Truvestments Capital
Florida
$8K – – –
CAC
262
Certified Advisory Corp
Florida
$7K – – –
BFEC
263
Benjamin F. Edwards & Company
Missouri
$5K – – –
DOA
264
D'Orazio & Associates
Virginia
$5K – – –
RP
265
Rice Partnership
Hawaii
$4K +$111 +2 +3%
IF
266
Ironwood Financial
Arizona
$2K – – –
LC
267
Lindbrook Capital
California
$2K – – –
ADL
268
Asset Dedication LLC
California
$1K +$1K +12 New
American Century Companies
269
American Century Companies
Missouri
– -$4.69M -85,788 Closed
Jane Street
270
Jane Street
New York
– -$989K -18,090 Closed
Renaissance Technologies
271
Renaissance Technologies
New York
– -$361K -6,600 Closed
AC
272
Arjuna Capital
North Carolina
– -$295K -5,400 Closed
MFW
273
Meristem Family Wealth
Minnesota
– -$267K -4,876 Closed
ESB
274
Essex Savings Bank
Connecticut
– -$67K -1,222 Closed
BBA
275
Braun-Bostich & Associates
Pennsylvania
– -$58K -1,052 Closed
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