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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

247 hedge funds and large institutions have $623M invested in iShares MSCI KLD 400 Social ETF in 2019 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 100 increasing their positions, 52 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+12
Holders Change %
+5.11%
% of All Funds
5.35%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
34
Increased
100
Reduced
52
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$29.1M
2
Betterment LLC
Betterment LLC
New York
$52.6M
3
Morgan Stanley
Morgan Stanley
New York
$37.1M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$62.5M
5
Creative Planning
Creative Planning
Kansas
$7.99M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$68.8M
2
TAM
Trillium Asset Management
Massachusetts
$2.35M
3
BlackRock
BlackRock
New York
$174K
4
William Blair & Company
William Blair & Company
Illinois
$9.91M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$4.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSWM
76
Boston Standard Wealth Management
Massachusetts
$1.11M -$781K -14,628 -41%
BBNA
77
Bremer Bank National Association
Minnesota
$1.1M +$1.1M +20,118 New
Truist Financial
78
Truist Financial
North Carolina
$1.05M -$8.33K -158 -0.8%
P
79
Pitcairn
Pennsylvania
$1.05M – – –
MLIC
80
Mandatum Life Insurance Company
Finland
$1.02M – – –
Franklin Resources
81
Franklin Resources
California
$1.01M – – –
BAAM
82
Baker Avenue Asset Management
California
$916K +$27.4K +520 +3%
BSW
83
Buckingham Strategic Wealth
Missouri
$910K +$259K +4,904 +40%
Stifel Financial
84
Stifel Financial
Missouri
$891K -$1.51M -28,706 -63%
AG
85
Advisor Group
Arizona
$887K +$197K +3,728 +28%
TA
86
Tiedemann Advisors
New York
$872K +$243K +4,610 +39%
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$846K -$95.3K -1,808 -10%
BTW
88
Boston Trust Walden
Massachusetts
$836K -$63.3K -1,200 -7%
BC
89
Brio Consultants
California
$802K +$11.7K +222 +1%
PA
90
Paracle Advisors
Washington
$768K -$312K -5,908 -29%
TA
91
Trellis Advisors
Washington
$759K +$5.07K +96 +0.7%
FAAS
92
First Allied Advisory Services
California
$743K -$140K -2,648 -16%
HH
93
Hilltop Holdings
Texas
$736K +$24.6K +466 +3%
FFA
94
First Foundation Advisors
California
$705K +$197K +3,726 +39%
CFSG
95
Community Financial Services Group
Vermont
$668K +$227K +4,314 +52%
JGUA
96
John G. Ullman & Associates
New York
$665K +$116K +2,200 +21%
PBO
97
Peoples Bank (Ohio)
Ohio
$656K -$19.5K -370 -3%
PMG
98
ProVise Management Group
Florida
$629K -$8.96K -170 -1%
DWT
99
Dorsey & Whitney Trust
South Dakota
$628K +$307K +5,818 +95%
AIA
100
Arbor Investment Advisors
North Carolina
$623K +$89.2K +1,692 +17%
2 3
4
5 6