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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

145 hedge funds and large institutions have $285M invested in iShares MSCI KLD 400 Social ETF in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 53 increasing their positions, 34 reducing their positions, and 9 closing their positions.

Holders
145
Holders Change
+2
Holders Change %
+1.4%
% of All Funds
3.62%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
53
Reduced
34
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
US Bancorp
1
US Bancorp
Minnesota
$10.1M
2
FWM
2
Frontier Wealth Management
Missouri
$4.78M
3
Jane Street
3
Jane Street
New York
$2.09M
4
BP
4
Ballentine Partners
Massachusetts
$1.98M
5
Goldman Sachs
5
Goldman Sachs
New York
$19M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$50.2M
2
SG Americas Securities
2
SG Americas Securities
New York
$0
3
ZAM
3
Zevin Asset Management
Massachusetts
$1.41M
4
TAM
4
Trillium Asset Management
Massachusetts
$1.32M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$2.01M
Name Market Value Shares Shares
Change 		Shares
Change %
BSB
51
Bangor Savings Bank
Maine
$971K 10,869 – –
FAAS
52
First Allied Advisory Services
California
$907K 10,142 +300 +3%
P
53
Pitcairn
Pennsylvania
$901K 10,091 -194 -2%
JMFC
54
J.M. Forbes & Co
Massachusetts
$816K 9,142 -440 -5%
UCFA
55
United Capital Financial Advisors
Texas
$811K 9,083 +1,179 +15%
Fiera Capital (Canada)
56
Fiera Capital (Canada)
Quebec, Canada
$735K 8,224 – –
MML Investors Services
57
MML Investors Services
Massachusetts
$705K 7,892 +7,892 New
PMG
58
ProVise Management Group
Florida
$694K 7,772 +18 +0.2%
MLIC
59
Mandatum Life Insurance Company
Finland
$642K 7,183 – –
CBU
60
CIBC Bank USA
Illinois
$573K 6,420 – –
TNBTD
61
Trustmark National Bank Trust Department
Mississippi
$527K 5,900 +1,100 +23%
HH
62
Hilltop Holdings
Texas
$514K 5,758 – –
Stifel Financial
63
Stifel Financial
Missouri
$508K 5,676 -170 -3%
BAM
64
Barrett Asset Management
New York
$487K 5,456 +50 +0.9%
BMM
65
Buffington Mohr McNeal
Idaho
$485K 5,430 – –
CC
66
Callan Capital
California
$470K 5,267 -79 -1%
CWM
67
Cornerstone Wealth Management
Missouri
$462K 5,154 +455 +10%
Chevy Chase Trust
68
Chevy Chase Trust
Maryland
$447K 5,000 – –
KeyBank National Association
69
KeyBank National Association
Ohio
$444K 4,975 +4,975 New
GI
70
Gradient Investments
Minnesota
$441K 4,936 +509 +11%
BWM
71
Baystate Wealth Management
Massachusetts
$427K 4,695 +1,498 +47%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$422K 4,720 – –
Citigroup
73
Citigroup
New York
$389K 4,350 -41 -0.9%
CWM
74
Cranbrook Wealth Management
Michigan
$357K 3,994 -279 -7%
CAN
75
Cetera Advisor Networks
California
$357K 3,982 +69 +2%
1 2
3
4 5