DSI icon

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 %
Bessemer Group
251
Bessemer Group
New Jersey
$161K – – –
FDCDDQ
252
Federation des caisses Desjardins du Quebec
Quebec, Canada
$139K +$17.7K +300 +15%
FCM
253
Firestone Capital Management
Florida
$139K – – –
PAI
254
Pittenger & Anderson Inc
Nebraska
$139K +$9.88K +168 +8%
WCG
255
Weaver Consulting Group
California
$135K – – –
FWM
256
Focused Wealth Management
New York
$133K +$470 +8 +0.4%
HR
257
Howe & Rusling
New York
$127K – – –
PP
258
PrairieView Partners
Minnesota
$123K – – –
AWM
259
AllSquare Wealth Management
New York
$122K – – –
ACA
260
Aptus Capital Advisors
Alabama
$120K +$82.1K +1,398 +216%
AF
261
Affiance Financial
Minnesota
$114K – – –
FWP
262
FAS Wealth Partners
Kansas
$111K -$7.08K -120 -6%
FHA
263
Flagship Harbor Advisors
Massachusetts
$98K – – –
Fidelity Investments
264
Fidelity Investments
Massachusetts
$95K +$1.89K +32 +2%
FANJ
265
Financial Architects (New Jersey)
New Jersey
$92K – – –
CT
266
Clearstead Trust
Maine
$91K – – –
MAWCM
267
Mine & Arao Wealth Creation & Management
California
$89K -$8.69K -148 -9%
FWM
268
Filbrandt Wealth Management
Wisconsin
$86K +$86K +1,450 New
RG
269
Retirement Group
California
$85K +$85K +1,434 New
TCM
270
TD Capital Management
Tennessee
$81K +$236 +4 +0.3%
GWM
271
Geneos Wealth Management
Colorado
$78K – – –
APA
272
American Portfolios Advisors
New York
$76.6K -$3.07K -52 -4%
IA
273
IFP Advisors
Florida
$76K – – –
GRP
274
Global Retirement Partners
California
$75K -$56.7K -964 -43%
AA
275
Ancora Advisors
Ohio
$68K – – –
9 10
11
12 13