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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

259 hedge funds and large institutions have $677M invested in iShares MSCI KLD 400 Social ETF in 2019 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 100 increasing their positions, 63 reducing their positions, and 16 closing their positions.

Holders
259
Holders Change
+12
Holders Change %
+4.86%
% of All Funds
5.63%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
32
Increased
100
Reduced
63
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$45.6M
2
Betterment LLC
2
Betterment LLC
New York
$59.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$14.4M
4
UBS Group
4
UBS Group
Switzerland
$25.6M
5
PA
5
Parallel Advisors
California
$5.37M

Top Sellers

1
William Blair & Company
1
William Blair & Company
Illinois
$1.23M
2
Geode Capital Management
2
Geode Capital Management
Massachusetts
$0
3
Jane Street
3
Jane Street
New York
$989K
4
AIC
4
Ameritas Investment Company
Nebraska
$0
5
EB
5
Eastern Bank
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$4.49M 41,069 +506 +1%
CCM
27
Cribstone Capital Management
Maine
$3.98M 36,367 +2,252 +7%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$3.95M 36,091 +2,807 +8%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$3.57M 32,659 -3,122 -9%
PAG
30
Private Advisor Group
New Jersey
$3.52M 32,189 +951 +3%
CJA
31
C-J Advisory
California
$3.31M 30,251 +354 +1%
LGWM
32
Litman Gregory Wealth Management
California
$2.86M 26,166 -1,724 -6%
DWM
33
Destination Wealth Management
California
$2.82M 25,741 +304 +1%
DWT
34
Dorsey & Whitney Trust
South Dakota
$2.8M 25,647 +19,689 +330%
Citadel Advisors
35
Citadel Advisors
Florida
$2.77M 25,286 +25,286 New
GA
36
Geller Advisors
New York
$2.71M 24,770 +35 +0.1%
HighTower Advisors
37
HighTower Advisors
Illinois
$2.7M 24,719 +4,576 +23%
RJA
38
Raymond James & Associates
Florida
$2.69M 24,567 +1,371 +6%
KeyBank National Association
39
KeyBank National Association
Ohio
$2.5M 22,836 +4,017 +21%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$2.49M 22,762 +502 +2%
Chevy Chase Trust
41
Chevy Chase Trust
Maryland
$2.41M 22,000 – –
MML Investors Services
42
MML Investors Services
Massachusetts
$2.39M 21,891 +5,211 +31%
GC
43
Gibson Capital
Pennsylvania
$2.34M 21,465 +303 +1%
BWM
44
Baystate Wealth Management
Massachusetts
$2.27M 20,595 +1,544 +8%
B
45
Bailard
California
$2.18M 19,951 +1,205 +6%
TAM
46
Trillium Asset Management
Massachusetts
$2.18M 19,923 -2,344 -11%
JFGIW
47
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.13M 19,482 +1,550 +9%
GAM
48
Gemmer Asset Management
California
$2.11M 19,320 +19,320 New
QCM
49
Quest Capital Management
Texas
$2.11M 19,291 +19,291 New
SFP
50
Shepherd Financial Partners
Massachusetts
$2.02M 18,466 -330 -2%
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