DSI icon

iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

224 hedge funds and large institutions have $526M invested in iShares MSCI KLD 400 Social ETF in 2018 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 88 increasing their positions, 43 reducing their positions, and 13 closing their positions.

Holders
224
Holders Change
+19
Holders Change %
+9.27%
% of All Funds
5.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
35
Increased
88
Reduced
43
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
William Blair & Company
1
William Blair & Company
Illinois
$21.6M
2
FA
2
Forefront Analytics
Pennsylvania
$9.43M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$47.8M
4
Betterment LLC
4
Betterment LLC
New York
$45.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$29.8M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$28.1M
2
BP
2
Ballentine Partners
Massachusetts
$0
3
CWM
3
Cornerstone Wealth Management
Missouri
$5.18M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$633K
5
TRCT
5
Tower Research Capital (TRC)
New York
$859K
Name Market Value Shares Shares
Change 		Shares
Change %
Deutsche Bank
26
Deutsche Bank
Germany
$3.43M 32,132 +508 +2%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$3.23M 30,209 -980 -3%
CJA
28
C-J Advisory
California
$3.08M 28,842 +1,515 +6%
CCM
29
Cribstone Capital Management
Maine
$3.04M 28,458 +1,372 +5%
PAG
30
Private Advisor Group
New Jersey
$2.97M 27,792 +22,100 +388%
LGWM
31
Litman Gregory Wealth Management
California
$2.88M 26,981 -135 -0.5%
ECM
32
ETrade Capital Management
Virginia
$2.67M 24,988 +9,924 +66%
GC
33
Gibson Capital
Pennsylvania
$2.53M 23,729 -7,962 -25%
Chevy Chase Trust
34
Chevy Chase Trust
Maryland
$2.35M 22,000 – –
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$2.34M 21,891 -999 -4%
JFGIW
36
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.29M 21,422 +1,777 +9%
TCM
37
Tuttle Capital Management
Connecticut
$2.23M 20,912 +20,912 New
RA
38
Rational Advisors
New York
$2.23M 20,912 +20,912 New
DWM
39
Destination Wealth Management
California
$2.12M 19,887 +1,870 +10%
BSWM
40
Boston Standard Wealth Management
Massachusetts
$2.09M 19,534 +19,534 New
HighTower Advisors
41
HighTower Advisors
Illinois
$2.03M 18,956 +791 +4%
SFP
42
Shepherd Financial Partners
Massachusetts
$1.93M 19,064 -18 -0.1%
TAM
43
Trillium Asset Management
Massachusetts
$1.9M 17,761 -995 -5%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$1.9M 17,753 +527 +3%
JMFC
45
J.M. Forbes & Co
Massachusetts
$1.72M 16,069 +33 +0.2%
RC
46
RegentAtlantic Capital
New Jersey
$1.7M 15,907 -1,798 -10%
EWM
47
Evercore Wealth Management
New York
$1.7M 15,883 – –
MCM
48
Manchester Capital Management
Vermont
$1.66M 15,540 – –
MM
49
Main Management
California
$1.62M 15,181 +3,083 +25%
RJA
50
Raymond James & Associates
Florida
$1.6M 14,939 +5,316 +55%
1
2
3 4 5