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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

247 hedge funds and large institutions have $623M invested in iShares MSCI KLD 400 Social ETF in 2019 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 100 increasing their positions, 52 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+12
Holders Change %
+5.11%
% of All Funds
5.35%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
34
Increased
100
Reduced
52
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$29.1M
2
Betterment LLC
Betterment LLC
New York
$52.6M
3
Morgan Stanley
Morgan Stanley
New York
$37.1M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$62.5M
5
Creative Planning
Creative Planning
Kansas
$7.99M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$68.8M
2
TAM
Trillium Asset Management
Massachusetts
$2.35M
3
BlackRock
BlackRock
New York
$174K
4
William Blair & Company
William Blair & Company
Illinois
$9.91M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$4.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
51
Bailard
California
$1.98M +$60.3K +1,144 +3%
JFGIW
52
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.89M -$13K -246 -0.7%
CWM
53
Cornerstone Wealth Management
Missouri
$1.82M -$60.7K -408 -3%
MML Investors Services
54
MML Investors Services
Massachusetts
$1.76M +$561K +10,638 +47%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$1.75M +$1.75M +33,120 New
EWM
56
Evercore Wealth Management
New York
$1.68M – – –
JMFC
57
J.M. Forbes & Co
Massachusetts
$1.62M +$7.91K +150 +0.5%
MM
58
Main Management
California
$1.59M – – –
SBL
59
Sargent Bickham Lagudis
Colorado
$1.51M -$9.81K -186 -0.6%
RC
60
RegentAtlantic Capital
New Jersey
$1.5M -$177K -3,356 -11%
BDF
61
Balasa Dinverno & Foltz
$1.43M +$61.4K +1,164 +4%
WCM
62
Wealthcare Capital Management
Virginia
$1.43M +$154K +2,924 +12%
GI
63
Gradient Investments
Minnesota
$1.38M +$348K +6,594 +34%
BCI
64
Brinker Capital Investments
Pennsylvania
$1.37M +$422 +8 +0%
AWS
65
AJ Wealth Strategies
New York
$1.36M +$668K +12,662 +96%
BC
66
Brinker Capital
Pennsylvania
$1.36M +$5.28K +100 +0.4%
TRCT
67
Tower Research Capital (TRC)
New York
$1.34M +$1.34M +25,324 New
MIAN
68
Mariner Independent Advisor Network
Kansas
$1.31M +$141K +2,640 +12%
SCA
69
Snowden Capital Advisors
New York
$1.31M +$19.8K +376 +2%
DC
70
DeDora Capital
California
$1.27M +$99K +1,878 +8%
PWP
71
Personal Wealth Partners
Minnesota
$1.26M +$1.26M +23,824 New
BSB
72
Bangor Savings Bank
Maine
$1.24M -$6.12K -116 -0.5%
MCM
73
Manchester Capital Management
Vermont
$1.23M -$411K -7,794 -25%
UCFA
74
United Capital Financial Advisors
Texas
$1.19M +$16.5K +312 +1%
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$1.11M +$8.23K +156 +0.7%
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