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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

224 hedge funds and large institutions have $526M invested in iShares MSCI KLD 400 Social ETF in 2018 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 88 increasing their positions, 43 reducing their positions, and 13 closing their positions.

Holders
224
Holders Change
+19
Holders Change %
+9.27%
% of All Funds
5.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
35
Increased
88
Reduced
43
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
William Blair & Company
1
William Blair & Company
Illinois
$21.6M
2
FA
2
Forefront Analytics
Pennsylvania
$9.43M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$47.8M
4
Betterment LLC
4
Betterment LLC
New York
$45.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$29.8M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$28.1M
2
BP
2
Ballentine Partners
Massachusetts
$0
3
CWM
3
Cornerstone Wealth Management
Missouri
$5.18M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$633K
5
TRCT
5
Tower Research Capital (TRC)
New York
$859K
Name Market Value Shares Shares
Change 		Shares
Change %
BC
51
Brinker Capital
Pennsylvania
$1.58M 14,825 +865 +6%
MML Investors Services
52
MML Investors Services
Massachusetts
$1.51M 14,152 +3,531 +33%
SBL
53
Sargent Bickham Lagudis
Colorado
$1.48M 13,846 +436 +3%
Creative Planning
54
Creative Planning
Kansas
$1.44M 13,496 +28 +0.2%
BCI
55
Brinker Capital Investments
Pennsylvania
$1.37M 12,854 +69 +0.5%
BDF
56
Balasa Dinverno & Foltz
$1.36M 12,736 -377 -3%
WCM
57
Wealthcare Capital Management
Virginia
$1.36M 12,693 -61 -0.5%
BSB
58
Bangor Savings Bank
Maine
$1.2M 11,209 +2,139 +24%
PA
59
Paracle Advisors
Washington
$1.17M 10,916 +710 +7%
Truist Financial
60
Truist Financial
North Carolina
$1.1M 10,260 +759 +8%
CA
61
Cetera Advisors
Colorado
$1.08M 10,078 +98 +1%
P
62
Pitcairn
Pennsylvania
$1.06M 9,921 – –
KeyBank National Association
63
KeyBank National Association
Ohio
$1.03M 9,636 +1,311 +16%
MLIC
64
Mandatum Life Insurance Company
Finland
$1.03M 9,630 – –
Franklin Resources
65
Franklin Resources
California
$1.03M 9,605 +185 +2%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$955K 8,938 -1,496 -14%
UCFA
67
United Capital Financial Advisors
Texas
$929K 8,697 +1,162 +15%
Fiera Capital (Canada)
68
Fiera Capital (Canada)
Quebec, Canada
$878K 8,224 – –
TRCT
69
Tower Research Capital (TRC)
New York
$859K 8,042 -10,150 -56%
BAAM
70
Baker Avenue Asset Management
California
$814K 7,623 +1,010 +15%
BWM
71
Baystate Wealth Management
Massachusetts
$795K 7,860 +580 +8%
RCS
72
Retirement Capital Strategies
California
$783K 7,330 – –
AG
73
Advisor Group
Arizona
$776K 7,268 -785 -10%
Baird Financial Group
74
Baird Financial Group
Wisconsin
$762K 7,115 +72 +1%
SCA
75
Snowden Capital Advisors
New York
$749K 7,010 +224 +3%
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3
4 5