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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

292 hedge funds and large institutions have $773M invested in iShares MSCI KLD 400 Social ETF in 2020 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 114 increasing their positions, 74 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
-10
Holders Change %
-3.31%
% of All Funds
6.45%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
34
Increased
114
Reduced
74
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$79.4M
2
Bank of America
Bank of America
North Carolina
$96.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$36M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.84M
5
EB
Eastern Bank
Massachusetts
$2.64M

Top Sellers

1
Betterment LLC
Betterment LLC
New York
$54.9M
2
BlackRock
BlackRock
New York
$415K
3
Wells Fargo
Wells Fargo
California
$12.8M
4
WU
Wealthsimple US
New York
$444K
5
EAM
Erste Asset Management
Austria
$3.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
51
Cetera Advisor Networks
California
$1.94M +$1.38M +28,268 +243%
SPIA
52
Strategic Point Investment Advisors
Rhode Island
$1.81M +$34.6K +710 +2%
DWM
53
Destination Wealth Management
California
$1.77M -$1.08M -22,234 -38%
CCM
54
Cribstone Capital Management
Maine
$1.77M +$134K +2,744 +8%
JFGIW
55
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.74M +$32K +658 +2%
Bank Julius Baer & Co
56
Bank Julius Baer & Co
Switzerland
$1.73M +$1.73M +35,960 New
SFP
57
Shepherd Financial Partners
Massachusetts
$1.63M -$353K -7,246 -18%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$1.62M -$94.6K -1,942 -6%
WCM
59
Wealthcare Capital Management
Virginia
$1.61M +$303K +6,216 +23%
Mercer Global Advisors
60
Mercer Global Advisors
Colorado
$1.6M +$310K +6,370 +24%
Stifel Financial
61
Stifel Financial
Missouri
$1.58M +$693K +14,246 +78%
SCA
62
Snowden Capital Advisors
New York
$1.58M -$30.1K -618 -2%
CT
63
Columbia Trust
Oregon
$1.57M +$415K +8,520 +36%
EWM
64
Evercore Wealth Management
New York
$1.55M – – –
FI
65
Financial Insights
Washington
$1.5M +$24.4K +502 +2%
HL
66
HeadInvest LLC
Maine
$1.49M +$116K +2,390 +8%
KeyBank National Association
67
KeyBank National Association
Ohio
$1.49M -$581K -11,930 -28%
RWP
68
RWA Wealth Partners
Massachusetts
$1.48M +$63.2K +1,298 +4%
MLIC
69
Mandatum Life Insurance Company
Finland
$1.46M – – –
BC
70
Brinker Capital
Pennsylvania
$1.42M +$185K +3,792 +15%
DC
71
DeDora Capital
California
$1.38M +$6.62K +136 +0.5%
PWLP
72
Prio Wealth Limited Partnership
Massachusetts
$1.38M +$202K +4,140 +17%
RC
73
RegentAtlantic Capital
New Jersey
$1.37M +$40.3K +828 +3%
MIAN
74
Mariner Independent Advisor Network
Kansas
$1.36M +$182K +3,898 +15%
WAM
75
Wealthspire Advisors (Maryland)
Maryland
$1.34M +$7.21K +148 +0.5%
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3
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