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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

117 hedge funds and large institutions have $229M invested in iShares MSCI KLD 400 Social ETF in 2015 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 38 increasing their positions, 18 reducing their positions, and 5 closing their positions.

Holders
117
Holders Change
+24
Holders Change %
+25.81%
% of All Funds
3.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
38
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BIM
1
BlackRock Investment Management
Delaware
$13.2M
2
Bank of America
2
Bank of America
North Carolina
$32.2M
3
UBS Group
3
UBS Group
Switzerland
$17.7M
4
Stifel Financial
4
Stifel Financial
Missouri
$6.4M
5
Jane Street
5
Jane Street
New York
$3.4M

Top Sellers

1
BG
1
Bahl & Gaynor
Ohio
$1.8M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$3.03M
3
PA
3
Paracle Advisors
Washington
$2.89M
4
GC
4
Gibson Capital
Pennsylvania
$2.59M
5
WTC
5
WhitTier Trust Company
Nevada
$147K
Name Market Value Shares Shares
Change 		Shares
Change %
JFGIW
26
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.44M 19,050 +6,187 +48%
RC
27
RegentAtlantic Capital
New Jersey
$1.42M 18,740 -417 -2%
MCM
28
Manchester Capital Management
Vermont
$1.38M 18,210 +18,210 New
MLIC
29
Mandatum Life Insurance Company
Finland
$1.23M 16,303 +16,303 New
Fiera Capital (Canada)
30
Fiera Capital (Canada)
Quebec, Canada
$1.21M 15,985 – –
BSWM
31
Boston Standard Wealth Management
Massachusetts
$1.16M 40,000 +26,806 +203%
WAM
32
Wealthspire Advisors (Maryland)
Maryland
$1.13M 14,896 +14,896 New
Ameriprise
33
Ameriprise
Minnesota
$1.08M 14,273 +4,182 +41%
CCM
34
Cribstone Capital Management
Maine
$1.01M 13,306 +13,306 New
FWM
35
Frontier Wealth Management
Missouri
$1M 13,244 – –
HighTower Advisors
36
HighTower Advisors
Illinois
$897K 11,874 +62 +0.5%
AIG
37
American International Group
New York
$887K 11,718 +62 +0.5%
Creative Planning
38
Creative Planning
Kansas
$873K 11,533 +276 +2%
PBO
39
Peoples Bank (Ohio)
Ohio
$868K 11,465 +11,465 New
P
40
Pitcairn
Pennsylvania
$837K 11,060 -35 -0.3%
BDF
41
Balasa Dinverno & Foltz
$816K 10,782 +888 +9%
BSB
42
Bangor Savings Bank
Maine
$679K 8,963 – –
AssetMark Inc
43
AssetMark Inc
California
$665K 8,776 +8,776 New
JMFC
44
J.M. Forbes & Co
Massachusetts
$657K 8,680 -375 -4%
Mariner
45
Mariner
Kansas
$642K 8,480 +68 +0.8%
PMG
46
ProVise Management Group
Florida
$579K 7,646 +47 +0.6%
TNBTD
47
Trustmark National Bank Trust Department
Mississippi
$568K 7,500 – –
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$567K 7,497 +626 +9%
Truist Financial
49
Truist Financial
North Carolina
$562K 7,419 -1,434 -16%
Northern Trust
50
Northern Trust
Illinois
$514K 6,790 +6,790 New
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