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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

247 hedge funds and large institutions have $623M invested in iShares MSCI KLD 400 Social ETF in 2019 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 100 increasing their positions, 52 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+12
Holders Change %
+5.11%
% of All Funds
5.35%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
34
Increased
100
Reduced
52
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$29.1M
2
Betterment LLC
Betterment LLC
New York
$52.6M
3
Morgan Stanley
Morgan Stanley
New York
$37.1M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$62.5M
5
Creative Planning
Creative Planning
Kansas
$7.99M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$68.8M
2
TAM
Trillium Asset Management
Massachusetts
$2.35M
3
BlackRock
BlackRock
New York
$174K
4
William Blair & Company
William Blair & Company
Illinois
$9.91M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$4.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
26
Ameritas Investment Company
Nebraska
$4.02M +$4.02M +76,130 New
Mariner
27
Mariner
Kansas
$3.97M +$2.2M +98,490 +125%
FT
28
Fiduciary Trust
Massachusetts
$3.92M +$2.33M +44,218 +147%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$3.77M +$86.6K +1,642 +2%
CCM
30
Cribstone Capital Management
Maine
$3.6M +$429K +8,130 +14%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$3.51M +$415K +7,878 +13%
Deutsche Bank
32
Deutsche Bank
Germany
$3.36M – – –
PAG
33
Private Advisor Group
New Jersey
$3.3M +$750K +14,212 +29%
CJA
34
C-J Advisory
California
$3.19M -$27.8K -520 -0.9%
LGWM
35
Litman Gregory Wealth Management
California
$2.94M -$37.3K -708 -1%
DWM
36
Destination Wealth Management
California
$2.68M +$190K +3,602 +8%
GA
37
Geller Advisors
New York
$2.61M +$2.03M +38,480 +350%
EB
38
Eastern Bank
Massachusetts
$2.56M +$2.56M +48,514 New
American Century Companies
39
American Century Companies
Missouri
$2.49M +$2.49M +47,234 New
RJA
40
Raymond James & Associates
Florida
$2.45M -$913K -17,306 -27%
Chevy Chase Trust
41
Chevy Chase Trust
Maryland
$2.42M – – –
TAM
42
Trillium Asset Management
Massachusetts
$2.35M -$14.1M -268,022 -86%
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$2.35M +$164K +3,104 +7%
GC
44
Gibson Capital
Pennsylvania
$2.23M +$55K +1,044 +3%
PA
45
Parallel Advisors
California
$2.18M +$2.16M +41,054 +11,217%
HighTower Advisors
46
HighTower Advisors
Illinois
$2.13M +$74.9K +1,420 +4%
BWM
47
Baystate Wealth Management
Massachusetts
$2.08M +$1.09M +19,844 +109%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$1.99M +$73.1K +1,386 +4%
KeyBank National Association
49
KeyBank National Association
Ohio
$1.99M +$577K +10,946 +41%
SFP
50
Shepherd Financial Partners
Massachusetts
$1.98M +$271K +5,136 +16%
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