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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

259 hedge funds and large institutions have $677M invested in iShares MSCI KLD 400 Social ETF in 2019 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 100 increasing their positions, 63 reducing their positions, and 16 closing their positions.

Holders
259
Holders Change
+12
Holders Change %
+4.86%
% of All Funds
5.63%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
32
Increased
100
Reduced
63
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$45.6M
2
Betterment LLC
2
Betterment LLC
New York
$59.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$14.4M
4
UBS Group
4
UBS Group
Switzerland
$25.6M
5
PA
5
Parallel Advisors
California
$5.37M

Top Sellers

1
William Blair & Company
1
William Blair & Company
Illinois
$1.23M
2
Jane Street
2
Jane Street
New York
$989K
3
AIC
3
Ameritas Investment Company
Nebraska
$0
4
EB
4
Eastern Bank
Massachusetts
$0
5
Deutsche Bank
5
Deutsche Bank
Germany
$2.01M
Name Market Value Shares Shares
Change 		Shares
Change %
Deutsche Bank
51
Deutsche Bank
Germany
$2.01M 18,362 -13,470 -42%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$1.95M 17,836 -1,054 -6%
MM
53
Main Management
California
$1.84M 16,842 +1,747 +12%
EWM
54
Evercore Wealth Management
New York
$1.74M 15,883 – –
JMFC
55
J.M. Forbes & Co
Massachusetts
$1.7M 15,535 +224 +1%
AWS
56
AJ Wealth Strategies
New York
$1.57M 14,396 +1,461 +11%
SBL
57
Sargent Bickham Lagudis
Colorado
$1.56M 14,269 -60 -0.4%
RC
58
RegentAtlantic Capital
New Jersey
$1.56M 14,236 +2 +0%
GI
59
Gradient Investments
Minnesota
$1.51M 13,836 +714 +5%
DC
60
DeDora Capital
California
$1.51M 13,835 +1,831 +15%
WCM
61
Wealthcare Capital Management
Virginia
$1.5M 13,721 +185 +1%
BDF
62
Balasa Dinverno & Foltz
$1.49M 13,594 – –
MIAN
63
Mariner Independent Advisor Network
Kansas
$1.48M 13,422 +1,159 +9%
BCI
64
Brinker Capital Investments
Pennsylvania
$1.41M 12,844 -183 -1%
BC
65
Brinker Capital
Pennsylvania
$1.39M 12,732 -141 -1%
UCFA
66
United Capital Financial Advisors
Texas
$1.33M 12,133 +846 +7%
PWP
67
Personal Wealth Partners
Minnesota
$1.31M 11,967 +55 +0.5%
BSB
68
Bangor Savings Bank
Maine
$1.31M 11,958 +219 +2%
SCA
69
Snowden Capital Advisors
New York
$1.31M 11,949 -426 -3%
P
70
Pitcairn
Pennsylvania
$1.25M 11,449 +1,528 +15%
William Blair & Company
71
William Blair & Company
Illinois
$1.23M 11,283 -82,661 -88%
MCM
72
Manchester Capital Management
Vermont
$1.23M 11,273 -370 -3%
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$1.17M 10,737 +173 +2%
BBNA
74
Bremer Bank National Association
Minnesota
$1.09M 9,933 -126 -1%
Truist Financial
75
Truist Financial
North Carolina
$1.08M 9,876 -49 -0.5%
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