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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.

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
1
Bank of America
North Carolina
$102M
2
Betterment LLC
2
Betterment LLC
New York
$79.3M
3
Truist Financial
3
Truist Financial
North Carolina
$10.6M
4
Wells Fargo
4
Wells Fargo
California
$21.2M
5
BlackRock
5
BlackRock
New York
$7.27M

Top Sellers

1
FHA
1
First Horizon Advisors
Tennessee
$4.53M
2
Goldman Sachs
2
Goldman Sachs
New York
$25.9M
3
CCM
3
Cribstone Capital Management
Maine
$2.02M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.75M
5
PA
5
Paracle Advisors
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ADL
301
Asset Dedication LLC
California
$1K 6 – –
PA
302
Paracle Advisors
Washington
– – -6,678 Closed
ECG
303
Edge Capital Group
Georgia
– – -3,672 Closed
NP
304
NorthRock Partners
Minnesota
– – -2,992 Closed
DIA
305
Dana Investment Advisors
Wisconsin
– – -2,050 Closed
CAN
306
Claraphi Advisory Network
United States
– – -1,152 Closed
GSWM
307
Golden State Wealth Management
California
– – -860 Closed
DP
308
Denver PWM
Colorado
– – -716 Closed
PFO
309
Pathstone Family Office
New Jersey
– – -166 Closed
APSP
310
Asset Planning Services (Pennsylvania)
Pennsylvania
– – -151 Closed
CFD
311
Creative Financial Designs
Indiana
– – -128 Closed
TC
312
Truvestments Capital
Florida
– – -75 Closed
TPWA
313
TRUE Private Wealth Advisors
Oregon
$0 1 +1 New
9 10 11 12
13