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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

224 hedge funds and large institutions have $526M invested in iShares MSCI KLD 400 Social ETF in 2018 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 88 increasing their positions, 43 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+19
Holders Change %
+9.27%
% of All Funds
5.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
35
Increased
88
Reduced
43
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
William Blair & Company
1
William Blair & Company
Illinois
$21.6M
2
FA
2
Forefront Analytics
Pennsylvania
$9.43M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$47.8M
4
Betterment LLC
4
Betterment LLC
New York
$45.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$29.8M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$28.1M
2
BP
2
Ballentine Partners
Massachusetts
$0
3
CWM
3
Cornerstone Wealth Management
Missouri
$5.18M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$633K
5
TRCT
5
Tower Research Capital (TRC)
New York
$859K
Name Holding Trade Value Shares
Change 		Shares
Change %
PBO
76
Peoples Bank (Ohio)
Ohio
$686K -$42.7K -800 -6%
PMG
77
ProVise Management Group
Florida
$643K -$176K -3,288 -21%
B
78
Bailard
California
$638K +$318K +5,950 +99%
Envestnet Asset Management
79
Envestnet Asset Management
Illinois
$633K -$1.26M -23,532 -67%
HH
80
Hilltop Holdings
Texas
$616K +$6.94K +130 +1%
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$603K +$237K +4,446 +65%
CBU
82
CIBC Bank USA
Illinois
$580K – – –
BAM
83
Barrett Asset Management
New York
$573K – – –
WAM
84
Wealthspire Advisors (Maryland)
Maryland
$568K +$2.35K +44 +0.4%
JGUA
85
John G. Ullman & Associates
New York
$555K +$555K +10,400 New
CPIG
86
Chicago Partners Investment Group
Illinois
$546K +$115K +2,392 +27%
MWM
87
Merriman Wealth Management
Washington
$537K – – –
AIA
88
Arbor Investment Advisors
North Carolina
$537K +$537K +10,054 New
FFA
89
First Foundation Advisors
California
$519K +$23.9K +448 +5%
CAN
90
Cetera Advisor Networks
California
$510K +$55.6K +1,046 +12%
TA
91
Trellis Advisors
Washington
$510K +$510K +9,560 New
GA
92
Geller Advisors
New York
$506K +$506K +9,440 New
BTNA
93
Bremer Trust National Association
Minnesota
$504K +$263K +4,924 +109%
FAIM
94
Financial Advocates Investment Management
Washington
$487K – – –
Citigroup
95
Citigroup
New York
$469K -$10K -188 -2%
VA
96
Valmark Advisers
Ohio
$460K – – –
BMM
97
Buffington Mohr McNeal
Idaho
$460K +$21.3K +400 +5%
CC
98
Callan Capital
California
$453K -$34.6K -648 -7%
CFSG
99
Community Financial Services Group
Vermont
$440K +$73K +1,368 +20%
CWM
100
Cranbrook Wealth Management
Michigan
$427K – – –
2 3
4
5 6