DSI icon

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 %
VFA
276
Valeo Financial Advisors
Indiana
$14K – – –
EIP
277
Ellis Investment Partners
Pennsylvania
$12K +$88 +2 +0.7%
WP
278
WealthShield Partners
North Carolina
$12K +$12K +240 New
SAM
279
S.A. Mason
Michigan
$10K – – –
AssetMark Inc
280
AssetMark Inc
California
$10K +$10K +210 New
CB
281
Community Bank
New York
$9K +$9K +194 New
KTC
282
Kistler-Tiffany Companies
Pennsylvania
$8K – – –
CAC
283
Certified Advisory Corp
Florida
$7K – – –
JSC
284
Jackson Square Capital
California
$6K -$2.44K -52 -29%
AC
285
AlphaCore Capital
California
$5K +$5K +94 New
DOA
286
D'Orazio & Associates
Virginia
$4K – – –
IF
287
Ironwood Financial
Arizona
$2K – – –
LC
288
Lindbrook Capital
California
$2K – – –
GSWM
289
Golden State Wealth Management
California
$2K +$2K +42 New
ADL
290
Asset Dedication LLC
California
$1K – – –
WIM
291
Westside Investment Management
California
$77 +$77 +1,600 New
AWM
292
AE Wealth Management
Kansas
– -$1.76M -29,266 Closed
SS
293
Simplicity Solutions
Minnesota
– -$1.71M -28,472 Closed
IAA
294
Independent Advisor Alliance
North Carolina
– -$1.5M -25,020 Closed
Citadel Advisors
295
Citadel Advisors
Florida
– -$1.33M -22,156 Closed
ACM
296
Anfield Capital Management
California
– -$728K -11,626 Closed
VCM
297
Vivaldi Capital Management
Illinois
– -$606K -10,096 Closed
Renaissance Technologies
298
Renaissance Technologies
New York
– -$589K -9,800 Closed
FAIM
299
Financial Advocates Investment Management
Washington
– -$564K -9,398 Closed
ACM
300
Adalta Capital Management
New York
– -$467K -7,780 Closed
10 11
12
13 14