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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

321 hedge funds and large institutions have $1.08B invested in iShares MSCI KLD 400 Social ETF in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 120 increasing their positions, 80 reducing their positions, and 21 closing their positions.

Holders
321
Holders Change
+11
Holders Change %
+3.55%
% of All Funds
6.49%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
35
Increased
120
Reduced
80
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$70.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$140M
3
Betterment LLC
3
Betterment LLC
New York
$89M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$84.2M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$13.2M

Top Sellers

1
SW
1
SVB Wealth
Massachusetts
$6.55M
2
PA
2
Parallel Advisors
California
$2.13M
3
PGAM
3
Princeton Global Asset Management
New Jersey
$0
4
Deutsche Bank
4
Deutsche Bank
Germany
$608K
5
Stifel Financial
5
Stifel Financial
Missouri
$963K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank Julius Baer & Co
51
Bank Julius Baer & Co
Switzerland
$2.78M +$419K +6,548 +18%
SPIA
52
Strategic Point Investment Advisors
Rhode Island
$2.75M +$239K +3,736 +10%
PAG
53
Private Advisor Group
New Jersey
$2.67M +$156K +2,436 +6%
GC
54
Gibson Capital
Pennsylvania
$2.6M -$42.2K -660 -2%
BWM
55
BigSur Wealth Management
Florida
$2.56M – – –
WCM
56
Wealthcare Capital Management
Virginia
$2.5M -$40.7K -636 -2%
SCA
57
Snowden Capital Advisors
New York
$2.49M -$33.1K -518 -1%
MIAN
58
Mariner Independent Advisor Network
Kansas
$2.45M +$274K +4,288 +13%
AAMC
59
Asset Allocation & Management Company
Illinois
$2.42M – – –
SBL
60
Sargent Bickham Lagudis
Colorado
$2.3M -$185K -2,890 -7%
PA
61
Parallel Advisors
California
$2.13M -$2.93M -45,790 -58%
CAN
62
Cetera Advisor Networks
California
$2.1M +$267K +4,168 +15%
CWM
63
Cranbrook Wealth Management
Michigan
$2.08M +$255K +3,982 +14%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$2.07M -$29.7K -464 -1%
FI
65
Financial Insights
Washington
$2.05M +$1.74M +27,208 +568%
KeyBank National Association
66
KeyBank National Association
Ohio
$2.04M +$12.9K +202 +0.6%
EWM
67
Evercore Wealth Management
New York
$2.03M – – –
RWP
68
RWA Wealth Partners
Massachusetts
$1.99M +$8.06K +126 +0.4%
HL
69
HeadInvest LLC
Maine
$1.92M -$5.12K -80 -0.3%
DC
70
DeDora Capital
California
$1.9M +$43.6K +682 +2%
SFP
71
Shepherd Financial Partners
Massachusetts
$1.88M -$172K -2,696 -8%
PAS
72
Park Avenue Securities
New York
$1.88M +$709K +11,084 +61%
TA
73
Trellis Advisors
Washington
$1.87M +$268K +4,194 +17%
B
74
Bailard
California
$1.87M +$65.6K +1,026 +4%
RC
75
RegentAtlantic Capital
New Jersey
$1.85M +$256 +4 +0%
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3
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