DSI icon

iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

93 hedge funds and large institutions have $139M invested in iShares MSCI KLD 400 Social ETF in 2014 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
93
Holders Change
+14
Holders Change %
+17.72%
% of All Funds
2.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
30
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$9.68M
2
Goldman Sachs
2
Goldman Sachs
New York
$14.5M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.57M
4
Jane Street
4
Jane Street
New York
$2.28M
5
TAM
5
Trillium Asset Management
Massachusetts
$3.09M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
RNS
2
Robert N. Shapiro
$1.68M
3
Barclays
3
Barclays
United Kingdom
$47K
4
MFP
4
Mosaic Financial Partners
California
$0
5
V
5
Veritable
Delaware
$286K
Name Market Value Shares Shares
Change 		Shares
Change %
TF
51
Tompkins Financial
New York
$327K 4,269 +4,269 New
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$324K 4,227 +947 +29%
BAM
53
Barrett Asset Management
New York
$313K 4,089 – –
ZCI
54
Zevenbergen Capital Investments
Washington
$309K 4,040 +4,040 New
HC
55
Highmount Capital
New York
$306K 4,000 – –
HPC
56
HM Payson & Co
Maine
$306K 4,000 – –
V
57
Veritable
Delaware
$286K 3,734 -2,363 -39%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$285K 3,725 – –
MFW
59
Meristem Family Wealth
Minnesota
$284K 3,704 – –
CCM
60
Catawba Capital Management
Virginia
$244K 3,185 – –
WF
61
WealthTrust Fairport
Ohio
$233K 3,046 -690 -18%
B
62
Bailard
California
$230K 3,000 – –
GIP
63
Granite Investment Partners
California
$215K 2,802 +2,802 New
HSBC Holdings
64
HSBC Holdings
United Kingdom
$214K 2,800 – –
NPC
65
National Planning Corporation
California
$213K 2,827 +2,827 New
LTFS
66
Ladenburg Thalmann Financial Services
Florida
$192K 2,501 +1,430 +134%
MCM
67
Manchester Capital Management
Vermont
$191K 2,500 – –
PSC
68
Prentiss Smith & Co
Vermont
$149K 1,940 +1,940 New
NES
69
New England Securities
New York
$115K 1,500 – –
HR
70
Howe & Rusling
New York
$115K 1,505 – –
Creative Planning
71
Creative Planning
Kansas
$105K 1,370 +546 +66%
JFA
72
JNBA Financial Advisors
Minnesota
$102K 1,326 – –
WCM
73
Wealthcare Capital Management
Virginia
$97K 1,264 – –
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
$93K 1,209 – –
BCM
75
Blume Capital Management
California
$92K 1,200 +100 +9%
1 2
3
4