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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 %
JSC
301
Jackson Square Capital
California
$8K – – –
KTC
302
Kistler-Tiffany Companies
Pennsylvania
$7K – – –
DOA
303
D'Orazio & Associates
Virginia
$5K – – –
IF
304
Ironwood Financial
Arizona
$2K – – –
LC
305
Lindbrook Capital
California
$2K – – –
FI
306
Financial Insights
Washington
$1.89K -$10.3K -25,972 -84%
CAAS
307
Capital Asset Advisory Services
Michigan
$1K -$50.9K -814 -98%
ADL
308
Asset Dedication LLC
California
$1K – – –
TI
309
tru Independence
Oregon
$389 +$389 +6,594 New
WIM
310
Westside Investment Management
California
$94 – – –
AIC
311
Ameritas Investment Company
Nebraska
– -$4.61M -98,214 Closed
EB
312
Eastern Bank
Massachusetts
– -$2.64M -54,268 Closed
MLIC
313
Mandatum Life Insurance Company
Finland
– -$1.46M -30,020 Closed
WANY
314
Wealthspire Advisors (New York)
New York
– -$1.34M -27,424 Closed
CIBC Private Wealth Group
315
CIBC Private Wealth Group
Georgia
– -$529K -10,860 Closed
PCM
316
Pennsylvania Capital Management
Pennsylvania
– -$320K -6,812 Closed
NEPPG
317
New England Professional Planning Group
Rhode Island
– -$350K -6,488 Closed
KBC Group
318
KBC Group
Belgium
– -$149K -3,068 Closed
NFG
319
Next Financial Group
Texas
– -$109K -2,248 Closed
AA
320
Advisory Alpha
Michigan
– -$93.2K -1,770 Closed
EWM
321
EPG Wealth Management
Georgia
– -$49K -1,000 Closed
TF
322
TimeScale Financial
Massachusetts
– -$45K -934 Closed
FEG
323
Financial Enhancement Group
Indiana
– -$45K -916 Closed
MWM
324
MBE Wealth Management
Wisconsin
– -$42K -872 Closed
LSA
325
Lion Street Advisors
Texas
– -$39K -796 Closed
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