DSI icon

iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

122 hedge funds and large institutions have $247M invested in iShares MSCI KLD 400 Social ETF in 2016 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 32 reducing their positions, and 5 closing their positions.

Holders
122
Holders Change
+4
Holders Change %
+3.39%
% of All Funds
3.26%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
38
Reduced
32
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$49.5M
2
SG Americas Securities
2
SG Americas Securities
New York
$3.21M
3
Jane Street
3
Jane Street
New York
$2.65M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$22.4M
5
CJA
5
C-J Advisory
California
$1.94M

Top Sellers

1
SB
1
Suntrust Banks
Georgia
$9.89M
2
BG
2
Bahl & Gaynor
Ohio
$1.6M
3
Wells Fargo
3
Wells Fargo
California
$6.82M
4
BAAM
4
Baker Avenue Asset Management
California
$0
5
PA
5
Paracle Advisors
Washington
$2.52M
Name Market Value Shares Shares
Change 		Shares
Change %
PMG
51
ProVise Management Group
Florida
$621K 7,710 +19 +0.2%
MLIC
52
Mandatum Life Insurance Company
Finland
$578K 7,183 – –
TNBTD
53
Trustmark National Bank Trust Department
Mississippi
$564K 7,000 – –
CBU
54
CIBC Bank USA
Illinois
$517K 6,420 – –
CC
55
Callan Capital
California
$464K 5,768 -186 -3%
HH
56
Hilltop Holdings
Texas
$463K 5,758 -217 -4%
BCI
57
Brinker Capital Investments
Pennsylvania
$462K 5,744 +5,744 New
PAG
58
Private Advisor Group
New Jersey
$457K 5,723 -774 -12%
FAAS
59
First Allied Advisory Services
California
$447K 5,554 -425 -7%
SDWMA
60
Schneider Downs Wealth Management Advisors
Pennsylvania
$436K 5,419 – –
BAM
61
Barrett Asset Management
New York
$426K 5,291 +484 +10%
Stifel Financial
62
Stifel Financial
Missouri
$408K 5,064 -127 -2%
Chevy Chase Trust
63
Chevy Chase Trust
Maryland
$403K 5,000 – –
RJFSA
64
Raymond James Financial Services Advisors
Florida
$383K 4,763 +126 +3%
CAN
65
Cetera Advisor Networks
California
$360K 4,470 +843 +23%
CWM
66
Cranbrook Wealth Management
Michigan
$353K 4,382 – –
Comerica Bank
67
Comerica Bank
Texas
$338K 4,220 +64 +2%
Citigroup
68
Citigroup
New York
$334K 4,152 +1,471 +55%
FLPIM
69
F.L. Putnam Investment Management
Massachusetts
$331K 4,115 – –
WF
70
WealthTrust Fairport
Ohio
$329K 4,091 +335 +9%
HPC
71
HM Payson & Co
Maine
$322K 4,000 – –
GWM
72
Greenwich Wealth Management
Connecticut
$316K 3,922 +565 +17%
MFS
73
MSI Financial Services
Massachusetts
$314K 3,893 -853 -18%
MA
74
MUFG Americas
New York
$306K 3,795 -2,211 -37%
MFP
75
Mosaic Financial Partners
California
$305K 3,793 – –
1 2
3
4 5