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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

139 hedge funds and large institutions have $281M invested in iShares MSCI KLD 400 Social ETF in 2016 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 43 increasing their positions, 31 reducing their positions, and 2 closing their positions.

Holders
139
Holders Change
+17
Holders Change %
+13.93%
% of All Funds
3.48%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
20
Increased
43
Reduced
31
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ZAM
1
Zevin Asset Management
Massachusetts
$11.7M
2
BIM
2
BlackRock Investment Management
Delaware
$4.24M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.95M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$7.28M
5
UBS Group
5
UBS Group
Switzerland
$22.3M

Top Sellers

1
CJA
1
C-J Advisory
California
$2.02M
2
BC
2
Brinker Capital
Pennsylvania
$3.48M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$20M
4
SB
4
Suntrust Banks
Georgia
$7.74M
5
SG Americas Securities
5
SG Americas Securities
New York
$1.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$2.15M 26,109 +9,776 +60%
FWM
27
Frontier Wealth Management
Missouri
$2.13M 25,852 +12,360 +92%
Citadel Advisors
28
Citadel Advisors
Florida
$2.09M 25,408 +25,408 New
CJA
29
C-J Advisory
California
$2.02M 488 -23,659 -98%
EA
30
Efficient Advisors
Ohio
$2.02M 24,488 +269 +1%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$2M 24,283 +301 +1%
JFGIW
32
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.96M 23,839 -147 -0.6%
Mariner
33
Mariner
Kansas
$1.95M 23,723 +1,962 +9%
SCA
34
Snowden Capital Advisors
New York
$1.69M 20,473 +20,473 New
SG Americas Securities
35
SG Americas Securities
New York
$1.6M 19,469 -20,433 -51%
CA
36
Cetera Advisors
Colorado
$1.57M 19,092 +16,499 +636%
MCM
37
Manchester Capital Management
Vermont
$1.5M 18,210 – –
RC
38
RegentAtlantic Capital
New Jersey
$1.47M 17,891 -289 -2%
CCM
39
Cribstone Capital Management
Maine
$1.42M 16,912 +2,018 +14%
BSWM
40
Boston Standard Wealth Management
Massachusetts
$1.36M 16,537 +2,762 +20%
WAM
41
Wealthspire Advisors (Maryland)
Maryland
$1.33M 16,140 +17 +0.1%
SBL
42
Sargent Bickham Lagudis
Colorado
$1.3M 15,771 -70 -0.4%
AG
43
Advisor Group
Arizona
$1.29M 15,612 -187 -1%
HighTower Advisors
44
HighTower Advisors
Illinois
$1.26M 15,285 +1,481 +11%
BDF
45
Balasa Dinverno & Foltz
$1.08M 13,145 +91 +0.7%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$1.07M 13,037 +168 +1%
Truist Financial
47
Truist Financial
North Carolina
$1.07M 12,950 +43 +0.3%
William Blair & Company
48
William Blair & Company
Illinois
$975K 11,835 – –
Creative Planning
49
Creative Planning
Kansas
$935K 11,346 -1,780 -14%
FIG
50
FundX Investment Group
California
$928K 11,263 -4,834 -30%
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