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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

302 hedge funds and large institutions have $895M invested in iShares MSCI KLD 400 Social ETF in 2019 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 126 increasing their positions, 55 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+34
Holders Change %
+12.69%
% of All Funds
5.96%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
51
Increased
126
Reduced
55
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$102M
2
Betterment LLC
2
Betterment LLC
New York
$79.3M
3
Truist Financial
3
Truist Financial
North Carolina
$10.6M
4
Wells Fargo
4
Wells Fargo
California
$21.2M
5
BlackRock
5
BlackRock
New York
$7.27M

Top Sellers

1
FHA
1
First Horizon Advisors
Tennessee
$4.53M
2
Goldman Sachs
2
Goldman Sachs
New York
$25.9M
3
CCM
3
Cribstone Capital Management
Maine
$2.02M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.75M
5
PA
5
Paracle Advisors
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
51
Gibson Capital
Pennsylvania
$2.45M -$9.83K -164 -0.4%
SFP
52
Shepherd Financial Partners
Massachusetts
$2.45M +$55.8K +930 +2%
QCM
53
Quest Capital Management
Texas
$2.37M +$45.1K +750 +2%
AAMC
54
Asset Allocation & Management Company
Illinois
$2.31M +$2.31M +38,516 New
SPIA
55
Strategic Point Investment Advisors
Rhode Island
$2.19M +$366K +6,098 +20%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$2.11M -$5.89K -98 -0.3%
JFGIW
57
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.1M +$43K +716 +2%
LNC
58
Lincoln National Corp
Pennsylvania
$2.03M +$41.8K +696 +2%
CCM
59
Cribstone Capital Management
Maine
$2.02M -$1.22M -20,232 -38%
SCA
60
Snowden Capital Advisors
New York
$1.98M +$363K +6,050 +22%
EWM
61
Evercore Wealth Management
New York
$1.91M – – –
JMFC
62
J.M. Forbes & Co
Massachusetts
$1.86M +$34.4K +572 +2%
FI
63
Financial Insights
Washington
$1.82M +$592K +9,866 +48%
MLIC
64
Mandatum Life Insurance Company
Finland
$1.8M +$238K +3,960 +15%
AG
65
Advisor Group
Arizona
$1.78M +$317K +5,280 +22%
AWM
66
AE Wealth Management
Kansas
$1.76M +$34.2K +570 +2%
RWP
67
RWA Wealth Partners
Massachusetts
$1.74M +$545K +9,070 +46%
SS
68
Simplicity Solutions
Minnesota
$1.71M +$4.56K +76 +0.3%
DC
69
DeDora Capital
California
$1.69M +$24.9K +414 +1%
HL
70
HeadInvest LLC
Maine
$1.69M +$406K +6,760 +32%
SBL
71
Sargent Bickham Lagudis
Colorado
$1.67M -$28.5K -474 -2%
RC
72
RegentAtlantic Capital
New Jersey
$1.65M -$43.3K -720 -3%
WAM
73
Wealthspire Advisors (Maryland)
Maryland
$1.64M +$6.25K +104 +0.4%
BDF
74
Balasa Dinverno & Foltz
$1.61M -$25.5K -424 -2%
WCM
75
Wealthcare Capital Management
Virginia
$1.61M -$47.6K -792 -3%
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3
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