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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

268 hedge funds and large institutions have $732M invested in iShares MSCI KLD 400 Social ETF in 2019 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 101 increasing their positions, 67 reducing their positions, and 13 closing their positions.

Holders
268
Holders Change
+9
Holders Change %
+3.47%
% of All Funds
5.89%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
24
Increased
101
Reduced
67
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FHA
1
First Horizon Advisors
Tennessee
$8.1M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$22.4M
3
EAM
3
Erste Asset Management
Austria
$7.69M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$74.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$50.8M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$27.1M
2
American Century Companies
2
American Century Companies
Missouri
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$294K
4
FWM
4
Frontier Wealth Management
Missouri
$6.29M
5
CCM
5
Cribstone Capital Management
Maine
$2.99M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$5.27M 47,541 -2,883 -6%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$4.43M 39,915 -1,154 -3%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$3.96M 35,699 +3,040 +9%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$3.93M 35,424 -667 -2%
PAG
30
Private Advisor Group
New Jersey
$3.77M 33,991 +1,802 +6%
CJA
31
C-J Advisory
California
$3.48M 31,378 +1,127 +4%
RJA
32
Raymond James & Associates
Florida
$3.17M 28,615 +4,048 +16%
TAM
33
Trillium Asset Management
Massachusetts
$3.07M 27,715 +7,792 +39%
DWM
34
Destination Wealth Management
California
$3.03M 27,332 +1,591 +6%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$3M 27,003 +4,241 +19%
CCM
36
Cribstone Capital Management
Maine
$2.99M 26,952 -9,415 -26%
BWM
37
Baystate Wealth Management
Massachusetts
$2.92M 26,316 +5,721 +28%
DWT
38
Dorsey & Whitney Trust
South Dakota
$2.9M 26,141 +494 +2%
LGWM
39
Litman Gregory Wealth Management
California
$2.78M 25,030 -1,136 -4%
GAM
40
Gemmer Asset Management
California
$2.55M 23,027 +3,707 +19%
MML Investors Services
41
MML Investors Services
Massachusetts
$2.5M 22,532 +641 +3%
GA
42
Geller Advisors
New York
$2.47M 22,270 -2,500 -10%
Chevy Chase Trust
43
Chevy Chase Trust
Maryland
$2.44M 22,000 – –
HighTower Advisors
44
HighTower Advisors
Illinois
$2.44M 21,969 -2,750 -11%
KeyBank National Association
45
KeyBank National Association
Ohio
$2.35M 21,208 -1,628 -7%
B
46
Bailard
California
$2.32M 20,937 +986 +5%
GC
47
Gibson Capital
Pennsylvania
$2.27M 20,544 -921 -4%
AIC
48
Ameritas Investment Company
Nebraska
$2.24M 19,619 +19,619 New
SFP
49
Shepherd Financial Partners
Massachusetts
$2.21M 19,929 +1,463 +8%
QCM
50
Quest Capital Management
Texas
$2.14M 19,334 +43 +0.2%
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