DSI icon

iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

90 hedge funds and large institutions have $156M invested in iShares MSCI KLD 400 Social ETF in 2015 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
90
Holders Change
+1
Holders Change %
+1.12%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
33
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$18.1M
2
Goldman Sachs
2
Goldman Sachs
New York
$20.3M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.13M
4
Morgan Stanley
4
Morgan Stanley
New York
$6.54M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$5.11M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Ameriprise
2
Ameriprise
Minnesota
$745K
3
AC
3
Alexandria Capital
Virginia
$244K
4
Jane Street
4
Jane Street
New York
$1.99M
5
Creative Planning
5
Creative Planning
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
P
26
Pitcairn
Pennsylvania
$849K 11,158 -474 -4%
HighTower Advisors
27
HighTower Advisors
Illinois
$849K 11,163 +592 +6%
AIG
28
American International Group
New York
$844K 11,093 -2 -0%
Truist Financial
29
Truist Financial
North Carolina
$819K 10,773 +369 +4%
BDF
30
Balasa Dinverno & Foltz
$753K 9,894 -8 -0.1%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$746K 9,801 +9,801 New
Ameriprise
32
Ameriprise
Minnesota
$745K 9,798 -9,299 -49%
WTC
33
WhitTier Trust Company
Nevada
$710K 9,340 +7,990 +592%
JMFC
34
J.M. Forbes & Co
Massachusetts
$685K 9,006 +1,908 +27%
BSB
35
Bangor Savings Bank
Maine
$674K 8,867 +72 +0.8%
Mariner
36
Mariner
Kansas
$607K 7,982 +26 +0.3%
PMG
37
ProVise Management Group
Florida
$578K 7,599 -182 -2%
TNBTD
38
Trustmark National Bank Trust Department
Mississippi
$571K 7,500 – –
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$504K 6,624 -1,284 -16%
CC
40
Callan Capital
California
$500K 6,569 – –
CG
41
Colony Group
Massachusetts
$498K 6,547 -33 -0.5%
HH
42
Hilltop Holdings
Texas
$479K 6,302 – –
MA
43
MUFG Americas
New York
$446K 5,860 – –
FAAS
44
First Allied Advisory Services
California
$445K 5,802 +930 +19%
B
45
Bailard
California
$441K 5,805 +2,805 +94%
SIM
46
Sigma Investment Management
Oregon
$418K 5,497 – –
CAG
47
Crestwood Advisors Group
Massachusetts
$402K 5,290 -640 -11%
Chevy Chase Trust
48
Chevy Chase Trust
Maryland
$380K 5,000 – –
CWM
49
Cranbrook Wealth Management
Michigan
$350K 4,595 +4,595 New
BAM
50
Barrett Asset Management
New York
$338K 4,448 – –
1
2
3 4