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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

235 hedge funds and large institutions have $551M invested in iShares MSCI KLD 400 Social ETF in 2018 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 90 increasing their positions, 48 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+11
Holders Change %
+4.91%
% of All Funds
5.24%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
43
Increased
90
Reduced
48
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$101M
2
TAM
Trillium Asset Management
Massachusetts
$14.5M
3
BlackRock
BlackRock
New York
$12.4M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$51.4M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.21M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
$584K
2
FA
Forefront Analytics
Pennsylvania
$0
3
UBS Group
UBS Group
Switzerland
$17.2M
4
TCM
Tuttle Capital Management
Connecticut
$0
5
RA
Rational Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
51
Evercore Wealth Management
New York
$1.48M – – –
JMFC
52
J.M. Forbes & Co
Massachusetts
$1.42M -$77.5K -1,666 -5%
ST
53
Smithfield Trust
Pennsylvania
$1.41M +$1.23M +26,460 +697%
MM
54
Main Management
California
$1.4M -$8K -172 -0.6%
FT
55
Fiduciary Trust
Massachusetts
$1.4M +$1.4M +30,144 New
SBL
56
Sargent Bickham Lagudis
Colorado
$1.34M +$53.6K +1,152 +4%
KeyBank National Association
57
KeyBank National Association
Ohio
$1.24M +$345K +7,420 +39%
BCI
58
Brinker Capital Investments
Pennsylvania
$1.21M +$15.7K +338 +1%
BDF
59
Balasa Dinverno & Foltz
$1.21M +$25.7K +552 +2%
BC
60
Brinker Capital
Pennsylvania
$1.19M -$186K -4,004 -14%
SCA
61
Snowden Capital Advisors
New York
$1.13M +$481K +10,354 +74%
WCM
62
Wealthcare Capital Management
Virginia
$1.12M -$57.6K -1,238 -5%
BSB
63
Bangor Savings Bank
Maine
$1.1M +$54.7K +1,176 +5%
DIA
64
Dana Investment Advisors
Wisconsin
$1.07M +$1.07M +23,080 New
MML Investors Services
65
MML Investors Services
Massachusetts
$1.06M -$260K -5,582 -20%
MIAN
66
Mariner Independent Advisor Network
Kansas
$1.06M +$1.06M +21,886 New
UCFA
67
United Capital Financial Advisors
Texas
$1.04M +$226K +4,868 +28%
DC
68
DeDora Capital
California
$1.03M +$1.03M +22,130 New
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$975K +$450K +9,672 +86%
PA
70
Paracle Advisors
Washington
$951K -$63.2K -1,360 -6%
Truist Financial
71
Truist Financial
North Carolina
$930K -$23.8K -512 -2%
BTNA
72
Bremer Trust National Association
Minnesota
$926K +$487K +10,480 +111%
P
73
Pitcairn
Pennsylvania
$923K – – –
GI
74
Gradient Investments
Minnesota
$914K +$910K +19,568 +23,863%
BWM
75
Baystate Wealth Management
Massachusetts
$907K +$126K +2,538 +16%
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