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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

310 hedge funds and large institutions have $955M invested in iShares MSCI KLD 400 Social ETF in 2020 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 125 increasing their positions, 71 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
+18
Holders Change %
+6.16%
% of All Funds
6.37%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
37
Increased
125
Reduced
71
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$116M
2
SW
2
SVB Wealth
Massachusetts
$11.4M
3
Betterment LLC
3
Betterment LLC
New York
$75.8M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$50.8M
5
Truist Financial
5
Truist Financial
North Carolina
$16.1M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$9.41M
2
PCA
2
Personal Capital Advisors
California
$250K
3
Bank of America
3
Bank of America
North Carolina
$103M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.95M
5
AIC
5
Ameritas Investment Company
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$5.59M +$1.05M +17,764 +23%
SEI Investments
27
SEI Investments
Pennsylvania
$5.4M -$310K -5,250 -5%
PA
28
Parallel Advisors
California
$4.66M -$41.4K -702 -0.9%
FHA
29
First Horizon Advisors
Tennessee
$4.53M – – –
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$4.33M +$361K +6,112 +9%
RJA
31
Raymond James & Associates
Florida
$4.32M +$184K +3,114 +4%
GAM
32
Gemmer Asset Management
California
$4.3M -$127K -2,150 -3%
GA
33
Geller Advisors
New York
$4.08M +$516K +8,750 +15%
BWM
34
Baystate Wealth Management
Massachusetts
$4.06M +$51.2K +868 +1%
JFGIW
35
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.87M +$1.77M +29,968 +84%
CCM
36
Cribstone Capital Management
Maine
$3.59M +$1.44M +24,346 +67%
EAM
37
Erste Asset Management
Austria
$3.47M -$498K -8,440 -13%
LGWM
38
Litman Gregory Wealth Management
California
$3.47M -$472K -8,002 -12%
QCM
39
Quest Capital Management
Texas
$3.44M +$8.85K +150 +0.3%
MML Investors Services
40
MML Investors Services
Massachusetts
$3.1M -$130K -2,202 -4%
TAM
41
Trillium Asset Management
Massachusetts
$3.08M -$1.22M -20,750 -28%
MCM
42
Manchester Capital Management
Vermont
$2.84M -$105K -1,780 -4%
PGAM
43
Princeton Global Asset Management
New Jersey
$2.76M +$1.47M +24,852 +113%
DWT
44
Dorsey & Whitney Trust
South Dakota
$2.74M -$295K -5,004 -10%
HighTower Advisors
45
HighTower Advisors
Illinois
$2.7M +$48.5K +822 +2%
Chevy Chase Trust
46
Chevy Chase Trust
Maryland
$2.6M – – –
Stifel Financial
47
Stifel Financial
Missouri
$2.54M +$628K +10,638 +33%
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
$2.47M +$532K +9,020 +28%
BCM
49
Brookstone Capital Management
Illinois
$2.44M +$1.14M +19,272 +87%
GC
50
Gibson Capital
Pennsylvania
$2.44M +$14.5K +246 +0.6%
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