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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 %
IA
251
IFP Advisors
Florida
$64K -$28.7K -582 -31%
PAIM
252
Punch & Associates Investment Management
Minnesota
$57K – – –
AA
253
Ancora Advisors
Ohio
$56K – – –
MPCG
254
Matrix Private Capital Group
New York
$50K – – –
EWM
255
EPG Wealth Management
Georgia
$49K +$49K +1,000 New
MFT
256
Moisand Fitzgerald Tamayo
Florida
$46K – – –
FEG
257
Financial Enhancement Group
Indiana
$45K – – –
TF
258
TimeScale Financial
Massachusetts
$45K +$45K +934 New
CAAS
259
Capital Asset Advisory Services
Michigan
$44K -$235K -4,440 -84%
MWM
260
MBE Wealth Management
Wisconsin
$42K +$42K +872 New
LWM
261
Liberty Wealth Management
California
$40K – – –
LSA
262
Lion Street Advisors
Texas
$39K +$39K +796 New
HI
263
Hudock Inc
Pennsylvania
$36K +$194 +4 +0.5%
ATC
264
Adirondack Trust Company
New York
$32K – – –
ACA
265
Aptus Capital Advisors
Alabama
$31K – – –
SIS
266
SVB Investment Services
Utah
$27K – – –
MIFH
267
Migdal Insurance & Financial Holdings
Israel
$23K – – –
SSB
268
Sandy Spring Bank
Maryland
$22K – – –
BA
269
Ballast Advisors
Minnesota
$22K – – –
RCA
270
Rowland Carmichael Advisors
Arizona
$20K -$4.31K -88 -18%
BWP
271
Baldwin Wealth Partners
Massachusetts
$19K – – –
CWP
272
CFM Wealth Partners
Texas
$18K – – –
DWA
273
Dougherty Wealth Advisers
Minnesota
$15K -$1.68K -34 -10%
KPW
274
Kore Private Wealth
New York
$15K – – –
HWA
275
HHM Wealth Advisors
Tennessee
$15K +$15K +312 New
9 10
11
12 13