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iShares MSCI KLD 400 Social ETF
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Overview Fund Activity

268 hedge funds and large institutions have $732M invested in iShares MSCI KLD 400 Social ETF in 2019 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 101 increasing their positions, 67 reducing their positions, and 13 closing their positions.

Holders
268
Holders Change
+9
Holders Change %
+3.47%
% of All Funds
5.89%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
24
Increased
101
Reduced
67
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FHA
1
First Horizon Advisors
Tennessee
$8.1M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$22.4M
3
EAM
3
Erste Asset Management
Austria
$7.69M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$74.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$50.8M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$27.1M
2
American Century Companies
2
American Century Companies
Missouri
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$294K
4
FWM
4
Frontier Wealth Management
Missouri
$6.29M
5
CCM
5
Cribstone Capital Management
Maine
$2.99M
Name Market Value Shares Shares
Change 		Shares
Change %
Deutsche Bank
51
Deutsche Bank
Germany
$2.04M 18,362 – –
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$1.95M 17,610 -226 -1%
JFGIW
53
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.9M 17,145 -2,337 -12%
LNC
54
Lincoln National Corp
Pennsylvania
$1.83M 16,517 +12,386 +300%
EWM
55
Evercore Wealth Management
New York
$1.76M 15,883 – –
MM
56
Main Management
California
$1.71M 15,391 -1,451 -9%
JMFC
57
J.M. Forbes & Co
Massachusetts
$1.68M 15,187 -348 -2%
SPIA
58
Strategic Point Investment Advisors
Rhode Island
$1.68M 15,183 +15,183 New
AWM
59
AE Wealth Management
Kansas
$1.59M 14,348 +14,348 New
SS
60
Simplicity Solutions
Minnesota
$1.58M 14,198 +14,198 New
SBL
61
Sargent Bickham Lagudis
Colorado
$1.57M 14,159 -110 -0.8%
RC
62
RegentAtlantic Capital
New Jersey
$1.56M 14,059 -177 -1%
DC
63
DeDora Capital
California
$1.54M 13,855 +20 +0.1%
WCM
64
Wealthcare Capital Management
Virginia
$1.53M 13,782 +61 +0.4%
GI
65
Gradient Investments
Minnesota
$1.52M 13,666 -170 -1%
BDF
66
Balasa Dinverno & Foltz
$1.51M 13,640 +46 +0.3%
WAM
67
Wealthspire Advisors (Maryland)
Maryland
$1.51M 13,586 +10,477 +337%
MIAN
68
Mariner Independent Advisor Network
Kansas
$1.5M 13,729 +307 +2%
BCI
69
Brinker Capital Investments
Pennsylvania
$1.5M 13,500 +656 +5%
SCA
70
Snowden Capital Advisors
New York
$1.5M 13,482 +1,533 +13%
MLIC
71
Mandatum Life Insurance Company
Finland
$1.45M 13,030 +3,400 +35%
BC
72
Brinker Capital
Pennsylvania
$1.41M 12,719 -13 -0.1%
BBNA
73
Bremer Bank National Association
Minnesota
$1.4M 12,604 +2,671 +27%
AG
74
Advisor Group
Arizona
$1.35M 12,175 +4,594 +61%
PWP
75
Personal Wealth Partners
Minnesota
$1.33M 11,967 – –
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