DSI icon

iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

77 hedge funds and large institutions have $113M invested in iShares MSCI KLD 400 Social ETF in 2014 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 29 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
77
Holders Change
+1
Holders Change %
+1.32%
% of All Funds
2.21%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
29
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$3.03M
2
Morgan Stanley
2
Morgan Stanley
New York
$4.71M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.77M
4
TH
4
Timber Hill
Connecticut
$1.2M
5
Bank of America
5
Bank of America
North Carolina
$13.3M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$0
2
Jane Street
2
Jane Street
New York
$0
3
BG
3
Bahl & Gaynor
Ohio
$8.33M
4
PWAG
4
Polaris Wealth Advisory Group
California
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$213K
Name Market Value Shares Shares
Change 		Shares
Change %
FAM
76
Formidable Asset Management
Ohio
$7K 100 – –
PAS
77
Partnervest Advisory Services
California
$7K 95 +31 +48%
Northern Trust
78
Northern Trust
Illinois
– – -92,677 Closed
Jane Street
79
Jane Street
New York
– – -4,689 Closed
PWAG
80
Polaris Wealth Advisory Group
California
– – -2,190 Closed
LWA
81
Lenox Wealth Advisors
New York
– – -1,062 Closed
1 2 3
4