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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

302 hedge funds and large institutions have $895M invested in iShares MSCI KLD 400 Social ETF in 2019 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 126 increasing their positions, 55 reducing their positions, and 11 closing their positions.

Holders
302
Holders Change
+34
Holders Change %
+12.69%
% of All Funds
5.96%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
51
Increased
126
Reduced
55
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$102M
2
Betterment LLC
2
Betterment LLC
New York
$79.3M
3
Truist Financial
3
Truist Financial
North Carolina
$10.6M
4
Wells Fargo
4
Wells Fargo
California
$21.2M
5
BlackRock
5
BlackRock
New York
$7.27M

Top Sellers

1
FHA
1
First Horizon Advisors
Tennessee
$4.53M
2
Goldman Sachs
2
Goldman Sachs
New York
$25.9M
3
CCM
3
Cribstone Capital Management
Maine
$2.02M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.75M
5
PA
5
Paracle Advisors
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AIC
26
Ameritas Investment Company
Nebraska
$5.6M 46,599 +26,980 +138%
WU
27
Wealthsimple US
New York
$5.43M 45,202 +45,202 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$5.09M 42,393 +6,969 +20%
PAG
29
Private Advisor Group
New Jersey
$5.03M 41,904 +7,913 +23%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$4.84M 40,315 +4,616 +13%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$4.75M 39,540 -8,001 -17%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$4.67M 38,877 -1,038 -3%
FHA
33
First Horizon Advisors
Tennessee
$4.53M 37,691 -35,366 -48%
RJA
34
Raymond James & Associates
Florida
$4.08M 33,933 +5,318 +19%
CJA
35
C-J Advisory
California
$3.86M 32,109 +731 +2%
GAM
36
Gemmer Asset Management
California
$3.74M 31,109 +8,082 +35%
DWM
37
Destination Wealth Management
California
$3.52M 29,328 +1,996 +7%
TAM
38
Trillium Asset Management
Massachusetts
$3.47M 28,884 +1,169 +4%
BWM
39
Baystate Wealth Management
Massachusetts
$3.41M 28,376 +2,060 +8%
DWT
40
Dorsey & Whitney Trust
South Dakota
$3.33M 27,706 +1,565 +6%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$3.18M 26,931 -72 -0.3%
LGWM
42
Litman Gregory Wealth Management
California
$3.05M 25,392 +362 +1%
GA
43
Geller Advisors
New York
$3.01M 25,035 +2,765 +12%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$2.82M 23,455 +21,001 +856%
MML Investors Services
45
MML Investors Services
Massachusetts
$2.77M 23,049 +517 +2%
B
46
Bailard
California
$2.68M 22,280 +1,343 +6%
Chevy Chase Trust
47
Chevy Chase Trust
Maryland
$2.64M 22,000 – –
HighTower Advisors
48
HighTower Advisors
Illinois
$2.57M 21,426 -543 -2%
KeyBank National Association
49
KeyBank National Association
Ohio
$2.55M 21,208 – –
Deutsche Bank
50
Deutsche Bank
Germany
$2.49M 20,712 +2,350 +13%
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