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 %
JGUA
301
John G. Ullman & Associates
New York
– -$444K -7,400 Closed
TRCT
302
Tower Research Capital (TRC)
New York
– -$385K -6,412 Closed
CIBC World Market
303
CIBC World Market
Ontario, Canada
– -$367K -6,106 Closed
BWP
304
BSW Wealth Partners
Colorado
– -$328K -5,468 Closed
TW
305
Transform Wealth
Colorado
– -$318K -5,290 Closed
Fiera Capital (Canada)
306
Fiera Capital (Canada)
Quebec, Canada
– -$304K -5,068 Closed
DADC
307
D.A. Davidson & Co
Montana
– -$263K -4,374 Closed
HBT
308
Hills Bank & Trust
Iowa
– -$246K -4,100 Closed
LRIA
309
Leonard Rickey Investment Advisors
Washington
– -$243K -4,046 Closed
Comerica Bank
310
Comerica Bank
Texas
– -$249K -4,040 Closed
EFL
311
ERn Financial LLC
Wisconsin
– -$241K -4,014 Closed
CSM
312
CAMG Solamere Management
North Carolina
– -$239K -3,980 Closed
TIA
313
Traphagen Investment Advisors
New Jersey
– -$237K -3,948 Closed
SFA
314
Sequoia Financial Advisors
Ohio
– -$235K -3,918 Closed
GDP
315
Great Diamond Partners
Maine
– -$228K -3,808 Closed
EDRIA
316
Edmonds Duncan Registered Investment Advisors
Kansas
– -$229K -3,806 Closed
Northern Trust
317
Northern Trust
Illinois
– -$216K -3,590 Closed
EWA
318
EP Wealth Advisors
California
– -$215K -3,584 Closed
FAAS
319
First Allied Advisory Services
California
– -$211K -3,504 Closed
Cetera Investment Advisers
320
Cetera Investment Advisers
Illinois
– -$202K -3,398 Closed
AC
321
Abbrea Capital
California
– -$201K -3,342 Closed
RFWA
322
RPg Family Wealth Advisory
Massachusetts
– -$122K -2,036 Closed
EI
323
Ellevest Inc
New York
– -$91K -1,512 Closed
SCA
324
Stuart Chaussee & Associates
California
– -$67K -1,110 Closed
HWM
325
Howard Wealth Management
Connecticut
– -$55K -916 Closed
10 11 12
13
14