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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

77 hedge funds and large institutions have $113M invested in iShares MSCI KLD 400 Social ETF in 2014 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 29 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
77
Holders Change
+1
Holders Change %
+1.32%
% of All Funds
2.21%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
29
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$3.03M
2
Morgan Stanley
2
Morgan Stanley
New York
$4.71M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.77M
4
TH
4
Timber Hill
Connecticut
$1.2M
5
Bank of America
5
Bank of America
North Carolina
$13.3M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$0
2
Jane Street
2
Jane Street
New York
$0
3
BG
3
Bahl & Gaynor
Ohio
$8.33M
4
PWAG
4
Polaris Wealth Advisory Group
California
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$213K
Name Market Value Shares Shares
Change 		Shares
Change %
JMFC
26
J.M. Forbes & Co
Massachusetts
$804K 11,008 -1 -0%
TAM
27
Trillium Asset Management
Massachusetts
$761K 10,408 +560 +6%
AIG
28
American International Group
New York
$725K 9,916 +1,015 +11%
BDF
29
Balasa Dinverno & Foltz
$662K 9,049 +13 +0.1%
BSB
30
Bangor Savings Bank
Maine
$632K 8,645 -277 -3%
CC
31
Callan Capital
California
$609K 8,327 -1,948 -19%
PMG
32
ProVise Management Group
Florida
$565K 7,724 +16 +0.2%
Deutsche Bank
33
Deutsche Bank
Germany
$557K 7,625 -309 -4%
HH
34
Hilltop Holdings
Texas
$529K 7,228 +869 +14%
TNBTD
35
Trustmark National Bank Trust Department
Mississippi
$512K 7,000 – –
HighTower Advisors
36
HighTower Advisors
Illinois
$457K 6,248 +568 +10%
Truist Financial
37
Truist Financial
North Carolina
$449K 6,143 +285 +5%
V
38
Veritable
Delaware
$446K 6,097 – –
SIM
39
Sigma Investment Management
Oregon
$444K 6,067 – –
CAN
40
Cetera Advisor Networks
California
$436K 5,964 – –
CAG
41
Crestwood Advisors Group
Massachusetts
$431K 5,890 – –
Chevy Chase Trust
42
Chevy Chase Trust
Maryland
$366K 5,000 – –
Barclays
43
Barclays
United Kingdom
$363K 4,975 – –
FAAS
44
First Allied Advisory Services
California
$357K 4,872 +112 +2%
LWI
45
Long Wharf Investors
Massachusetts
$355K 4,855 -145 -3%
Stifel Financial
46
Stifel Financial
Missouri
$327K 4,468 – –
HPC
47
HM Payson & Co
Maine
$292K 4,000 – –
HC
48
Highmount Capital
New York
$292K 4,000 – –
MA
49
MUFG Americas
New York
$283K 3,865 +365 +10%
BAM
50
Barrett Asset Management
New York
$278K 3,805 +300 +9%
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