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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.

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
1
Morgan Stanley
New York
$116M
2
SW
2
SVB Wealth
Massachusetts
$11.4M
3
Betterment LLC
3
Betterment LLC
New York
$75.8M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$50.8M
5
Truist Financial
5
Truist Financial
North Carolina
$16.1M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$9.41M
2
PCA
2
Personal Capital Advisors
California
$250K
3
Bank of America
3
Bank of America
North Carolina
$103M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.95M
5
AIC
5
Ameritas Investment Company
Nebraska
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SAM
326
S.A. Mason
Michigan
– – -100 Closed
CB
327
Community Bank
New York
– – -97 Closed
AC
328
AlphaCore Capital
California
– – -47 Closed
GSWM
329
Golden State Wealth Management
California
– – -21 Closed
TPWA
330
TRUE Private Wealth Advisors
Oregon
$0 1 – –
10 11 12 13
14