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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

145 hedge funds and large institutions have $285M invested in iShares MSCI KLD 400 Social ETF in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 53 increasing their positions, 34 reducing their positions, and 9 closing their positions.

Holders
145
Holders Change
+2
Holders Change %
+1.4%
% of All Funds
3.62%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
53
Reduced
34
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
US Bancorp
1
US Bancorp
Minnesota
$10.1M
2
FWM
2
Frontier Wealth Management
Missouri
$4.78M
3
Jane Street
3
Jane Street
New York
$2.09M
4
BP
4
Ballentine Partners
Massachusetts
$1.98M
5
Goldman Sachs
5
Goldman Sachs
New York
$19M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$50.2M
2
SG Americas Securities
2
SG Americas Securities
New York
$0
3
ZAM
3
Zevin Asset Management
Massachusetts
$1.41M
4
TAM
4
Trillium Asset Management
Massachusetts
$1.32M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$2.01M
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
26
Mariner
Kansas
$2.07M 23,163 -1,406 -6%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$2.02M 22,648 +1,793 +9%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$2.01M 22,506 -9,241 -29%
BP
29
Ballentine Partners
Massachusetts
$1.98M 21,655 +21,655 New
JFGIW
30
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.91M 21,390 -421 -2%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$1.88M 21,028 +1,463 +7%
PA
32
Paracle Advisors
Washington
$1.8M 20,140 – –
CCM
33
Cribstone Capital Management
Maine
$1.78M 19,939 +1,049 +6%
BSWM
34
Boston Standard Wealth Management
Massachusetts
$1.65M 18,504 +2,021 +12%
MCM
35
Manchester Capital Management
Vermont
$1.63M 18,210 – –
RC
36
RegentAtlantic Capital
New Jersey
$1.61M 18,032 -139 -0.8%
Truist Financial
37
Truist Financial
North Carolina
$1.42M 15,928 +2,764 +21%
ZAM
38
Zevin Asset Management
Massachusetts
$1.41M 15,725 -17,525 -53%
HighTower Advisors
39
HighTower Advisors
Illinois
$1.39M 15,575 +242 +2%
AG
40
Advisor Group
Arizona
$1.33M 14,900 -974 -6%
TAM
41
Trillium Asset Management
Massachusetts
$1.32M 14,795 -11,500 -44%
SBL
42
Sargent Bickham Lagudis
Colorado
$1.22M 13,673 +160 +1%
BDF
43
Balasa Dinverno & Foltz
$1.19M 13,265 – –
DWM
44
Destination Wealth Management
California
$1.15M 12,816 +1,565 +14%
Creative Planning
45
Creative Planning
Kansas
$1.09M 12,153 +298 +3%
William Blair & Company
46
William Blair & Company
Illinois
$1.06M 11,835 – –
PAG
47
Private Advisor Group
New Jersey
$1.03M 11,463 +545 +5%
SFP
48
Shepherd Financial Partners
Massachusetts
$989K 11,043 -91 -0.8%
BCI
49
Brinker Capital Investments
Pennsylvania
$989K 11,070 +5,197 +88%
PBO
50
Peoples Bank (Ohio)
Ohio
$980K 10,971 -225 -2%
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