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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 %
FWP
251
FAS Wealth Partners
Kansas
$120K +$120K +2,002 New
GRP
252
Global Retirement Partners
California
$119K – – –
AA
253
Advisory Alpha
Michigan
$118K -$43K -700 -27%
AF
254
Affiance Financial
Minnesota
$116K +$116K +1,928 New
IA
255
IFP Advisors
Florida
$114K +$59.5K +982 +109%
MAWCM
256
Mine & Arao Wealth Creation & Management
California
$112K +$112K +1,864 New
Fidelity Investments
257
Fidelity Investments
Massachusetts
$95K +$59.8K +994 +170%
OPS
258
Orion Portfolio Solutions
Nebraska
$95K +$95K +1,576 New
FANJ
259
Financial Architects (New Jersey)
New Jersey
$94K – – –
CT
260
Clearstead Trust
Maine
$93K – – –
EI
261
Ellevest Inc
New York
$91K +$91K +1,512 New
TCM
262
TD Capital Management
Tennessee
$82K +$361 +6 +0.4%
RG
263
Retirement Group
California
$80K +$80K +1,330 New
PAIM
264
Punch & Associates Investment Management
Minnesota
$71K +$71K +1,180 New
AA
265
Ancora Advisors
Ohio
$69K +$69K +1,150 New
SCA
266
Stuart Chaussee & Associates
California
$67K – – –
MPCG
267
Matrix Private Capital Group
New York
$61K +$61K +1,022 New
MFT
268
Moisand Fitzgerald Tamayo
Florida
$56K -$2.99K -50 -5%
FEG
269
Financial Enhancement Group
Indiana
$55K -$10.7K -178 -16%
HWM
270
Howard Wealth Management
Connecticut
$55K +$55K +916 New
APA
271
American Portfolios Advisors
New York
$52.7K +$27.4K +456 +109%
LWM
272
Liberty Wealth Management
California
$49K +$37.1K +624 +312%
HI
273
Hudock Inc
Pennsylvania
$44K +$119 +2 +0.3%
BBA
274
Braun-Bostich & Associates
Pennsylvania
$42K +$42K +686 New
ATC
275
Adirondack Trust Company
New York
$40K – – –
9 10
11
12 13