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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

310 hedge funds and large institutions have $955M invested in iShares MSCI KLD 400 Social ETF in 2020 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 125 increasing their positions, 71 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
+18
Holders Change %
+6.16%
% of All Funds
6.37%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
37
Increased
125
Reduced
71
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$116M
2
SW
2
SVB Wealth
Massachusetts
$11.4M
3
Betterment LLC
3
Betterment LLC
New York
$75.8M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$50.8M
5
Truist Financial
5
Truist Financial
North Carolina
$16.1M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$9.41M
2
PCA
2
Personal Capital Advisors
California
$250K
3
Bank of America
3
Bank of America
North Carolina
$103M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.95M
5
AIC
5
Ameritas Investment Company
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
51
Strategic Point Investment Advisors
Rhode Island
$2.43M +$124K +1,992 +5%
BWM
52
BigSur Wealth Management
Florida
$2.36M +$2.36M +40,000 New
Deutsche Bank
53
Deutsche Bank
Germany
$2.35M -$74.7K -1,266 -3%
WCM
54
Wealthcare Capital Management
Virginia
$2.35M +$399K +6,770 +21%
SCA
55
Snowden Capital Advisors
New York
$2.33M +$418K +7,084 +22%
PAG
56
Private Advisor Group
New Jersey
$2.32M -$316K -5,356 -12%
SBL
57
Sargent Bickham Lagudis
Colorado
$2.29M +$763K +12,938 +50%
LNC
58
Lincoln National Corp
Pennsylvania
$2.26M +$705K +11,940 +45%
AAMC
59
Asset Allocation & Management Company
Illinois
$2.23M +$669K +11,340 +43%
Bank Julius Baer & Co
60
Bank Julius Baer & Co
Switzerland
$2.18M +$56.7K +960 +3%
MIAN
61
Mariner Independent Advisor Network
Kansas
$2.03M +$293K +4,916 +17%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$1.95M -$5.13M -86,854 -72%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$1.94M -$20.1K -340 -1%
SFP
64
Shepherd Financial Partners
Massachusetts
$1.89M -$85.9K -1,456 -4%
EWM
65
Evercore Wealth Management
New York
$1.88M – – –
KeyBank National Association
66
KeyBank National Association
Ohio
$1.87M +$69.9K +1,184 +4%
RWP
67
RWA Wealth Partners
Massachusetts
$1.83M +$40K +678 +2%
CT
68
Columbia Trust
Oregon
$1.78M -$124K -2,110 -7%
HL
69
HeadInvest LLC
Maine
$1.78M -$22.1K -374 -1%
BC
70
Brinker Capital
Pennsylvania
$1.73M +$2.36K +40 +0.1%
DC
71
DeDora Capital
California
$1.71M +$42.4K +718 +3%
RC
72
RegentAtlantic Capital
New Jersey
$1.71M +$42.5K +720 +3%
CAN
73
Cetera Advisor Networks
California
$1.69M -$665K -11,274 -28%
PWLP
74
Prio Wealth Limited Partnership
Massachusetts
$1.68M +$17.7K +300 +1%
CWM
75
Cranbrook Wealth Management
Michigan
$1.68M +$99.1K +1,680 +6%
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