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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

160 hedge funds and large institutions have $366M invested in iShares MSCI KLD 400 Social ETF in 2017 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 28 reducing their positions, and 8 closing their positions.

Holders
160
Holders Change
+15
Holders Change %
+10.34%
% of All Funds
4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
23
Increased
61
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$91.1M
2
Betterment LLC
2
Betterment LLC
New York
$15.3M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$9.12M
4
TSS
4
Two Sigma Securities
New York
$3.2M
5
PWM
5
Patriot Wealth Management
Texas
$5.06M

Top Sellers

1
BG
1
Bahl & Gaynor
Ohio
$0
2
BC
2
Brinker Capital
Pennsylvania
$1.68M
3
EA
3
Efficient Advisors
Ohio
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$18.5M
5
SCA
5
Snowden Capital Advisors
New York
$1.44M
Name Market Value Shares Shares
Change 		Shares
Change %
PBO
51
Peoples Bank (Ohio)
Ohio
$980K 10,559 -412 -4%
SFP
52
Shepherd Financial Partners
Massachusetts
$959K 10,202 -841 -8%
P
53
Pitcairn
Pennsylvania
$937K 10,091 – –
AG
54
Advisor Group
Arizona
$915K 9,859 -5,041 -34%
UCFA
55
United Capital Financial Advisors
Texas
$868K 9,352 +269 +3%
JMFC
56
J.M. Forbes & Co
Massachusetts
$830K 8,949 -193 -2%
Fiera Capital (Canada)
57
Fiera Capital (Canada)
Quebec, Canada
$764K 8,224 – –
ZAM
58
Zevin Asset Management
Massachusetts
$731K 7,870 -7,855 -50%
PMG
59
ProVise Management Group
Florida
$707K 7,618 -154 -2%
KeyBank National Association
60
KeyBank National Association
Ohio
$703K 7,575 +2,600 +52%
MLIC
61
Mandatum Life Insurance Company
Finland
$667K 7,183 – –
Stifel Financial
62
Stifel Financial
Missouri
$648K 6,997 +1,321 +23%
CA
63
Cetera Advisors
Colorado
$626K 6,743 +4,150 +160%
CBU
64
CIBC Bank USA
Illinois
$596K 6,420 – –
TNBTD
65
Trustmark National Bank Trust Department
Mississippi
$548K 5,900 – –
HH
66
Hilltop Holdings
Texas
$535K 5,758 – –
WCM
67
Weatherstone Capital Management
Colorado
$528K 19,503 +19,503 New
BMM
68
Buffington Mohr McNeal
Idaho
$518K 5,430 – –
BAM
69
Barrett Asset Management
New York
$507K 5,456 – –
CWM
70
Cornerstone Wealth Management
Missouri
$490K 5,178 +24 +0.5%
CC
71
Callan Capital
California
$489K 5,267 – –
BWM
72
Baystate Wealth Management
Massachusetts
$475K 5,054 +359 +8%
GI
73
Gradient Investments
Minnesota
$473K 5,095 +159 +3%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$437K 4,710 -10 -0.2%
MML Investors Services
75
MML Investors Services
Massachusetts
$408K 4,389 -3,503 -44%
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3
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