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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

292 hedge funds and large institutions have $773M invested in iShares MSCI KLD 400 Social ETF in 2020 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 114 increasing their positions, 74 reducing their positions, and 39 closing their positions.

Holders
292
Holders Change
-10
Holders Change %
-3.31%
% of All Funds
6.45%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
34
Increased
114
Reduced
74
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$79.4M
2
Bank of America
2
Bank of America
North Carolina
$96.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$36M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$5.84M
5
EB
5
Eastern Bank
Massachusetts
$2.64M

Top Sellers

1
Betterment LLC
1
Betterment LLC
New York
$54.9M
2
BlackRock
2
BlackRock
New York
$415K
3
Wells Fargo
3
Wells Fargo
California
$12.8M
4
WU
4
Wealthsimple US
New York
$444K
5
EAM
5
Erste Asset Management
Austria
$3.28M
Name Market Value Shares Shares
Change 		Shares
Change %
AIC
26
Ameritas Investment Company
Nebraska
$4.61M 49,107 +2,508 +5%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$4.42M 45,366 +5,051 +13%
PA
28
Parallel Advisors
California
$3.88M 39,873 -10,058 -20%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$3.75M 38,494 -1,046 -3%
FHA
30
First Horizon Advisors
Tennessee
$3.73M 38,344 +653 +2%
GAM
31
Gemmer Asset Management
California
$3.65M 37,465 +6,356 +20%
CJA
32
C-J Advisory
California
$3.58M 36,759 +4,650 +14%
TAM
33
Trillium Asset Management
Massachusetts
$3.55M 36,465 +7,581 +26%
RJA
34
Raymond James & Associates
Florida
$3.42M 35,070 +1,137 +3%
BWM
35
Baystate Wealth Management
Massachusetts
$3.31M 33,973 +5,597 +20%
EAM
36
Erste Asset Management
Austria
$3.28M 33,631 -38,086 -53%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$3.27M 33,597 -5,280 -14%
LGWM
38
Litman Gregory Wealth Management
California
$3.25M 33,387 +7,995 +31%
GA
39
Geller Advisors
New York
$2.94M 30,165 +5,130 +20%
QCM
40
Quest Capital Management
Texas
$2.83M 29,037 +9,328 +47%
MML Investors Services
41
MML Investors Services
Massachusetts
$2.67M 27,379 +4,330 +19%
EB
42
Eastern Bank
Massachusetts
$2.64M 27,134 +27,134 New
DWT
43
Dorsey & Whitney Trust
South Dakota
$2.51M 25,749 -1,957 -7%
MCM
44
Manchester Capital Management
Vermont
$2.43M 24,937 +13,664 +121%
HighTower Advisors
45
HighTower Advisors
Illinois
$2.19M 22,509 +1,083 +5%
PAG
46
Private Advisor Group
New Jersey
$2.17M 22,305 -19,599 -47%
Chevy Chase Trust
47
Chevy Chase Trust
Maryland
$2.14M 22,000 – –
B
48
Bailard
California
$2.04M 20,924 -1,356 -6%
GC
49
Gibson Capital
Pennsylvania
$2M 20,562 +100 +0.5%
Deutsche Bank
50
Deutsche Bank
Germany
$2M 20,512 -200 -1%
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