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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

192 hedge funds and large institutions have $398M invested in iShares MSCI KLD 400 Social ETF in 2018 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 71 increasing their positions, 48 reducing their positions, and 12 closing their positions.

Holders
192
Holders Change
+12
Holders Change %
+6.67%
% of All Funds
4.41%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
71
Reduced
48
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$32.5M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$34.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$25.1M
4
FWM
4
Frontier Wealth Management
Missouri
$5.09M
5
Morgan Stanley
5
Morgan Stanley
New York
$22.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$54.2M
2
BlackRock
2
BlackRock
New York
$73K
3
MFP
3
Mosaic Financial Partners
California
$377K
4
TAM
4
Trillium Asset Management
Massachusetts
$1.97M
5
Stifel Financial
5
Stifel Financial
Missouri
$860K
Name Market Value Shares Shares
Change 		Shares
Change %
JMFC
51
J.M. Forbes & Co
Massachusetts
$966K 9,890 +421 +4%
MLIC
52
Mandatum Life Insurance Company
Finland
$941K 9,630 – –
ECM
53
ETrade Capital Management
Virginia
$938K 9,600 +7,396 +336%
SCA
54
Snowden Capital Advisors
New York
$936K 9,582 -567 -6%
AG
55
Advisor Group
Arizona
$912K 9,327 -893 -9%
Franklin Resources
56
Franklin Resources
California
$909K 9,300 +9,300 New
PBO
57
Peoples Bank (Ohio)
Ohio
$904K 9,250 -787 -8%
BSB
58
Bangor Savings Bank
Maine
$876K 8,964 +510 +6%
Truist Financial
59
Truist Financial
North Carolina
$866K 8,865 -6,603 -43%
Stifel Financial
60
Stifel Financial
Missouri
$860K 8,818 -29,944 -77%
PAG
61
Private Advisor Group
New Jersey
$843K 8,622 +3,464 +67%
MML Investors Services
62
MML Investors Services
Massachusetts
$819K 8,384 +1,762 +27%
KeyBank National Association
63
KeyBank National Association
Ohio
$814K 8,325 +750 +10%
Fiera Capital (Canada)
64
Fiera Capital (Canada)
Quebec, Canada
$804K 8,224 – –
PMG
65
ProVise Management Group
Florida
$749K 7,666 -49 -0.6%
UCFA
66
United Capital Financial Advisors
Texas
$734K 7,512 -1,266 -14%
PA
67
Paracle Advisors
Washington
$731K 7,484 +1,147 +18%
Baird Financial Group
68
Baird Financial Group
Wisconsin
$712K 7,289 +3,003 +70%
BWM
69
Baystate Wealth Management
Massachusetts
$661K 6,672 +1,514 +29%
FFA
70
First Foundation Advisors
California
$655K 6,705 +97 +1%
CBU
71
CIBC Bank USA
Illinois
$627K 6,420 – –
GI
72
Gradient Investments
Minnesota
$581K 5,942 +834 +16%
TNBTD
73
Trustmark National Bank Trust Department
Mississippi
$577K 5,900 – –
BAAM
74
Baker Avenue Asset Management
California
$576K 5,898 +1,700 +40%
TRCT
75
Tower Research Capital (TRC)
New York
$570K 5,830 +1,607 +38%
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