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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

268 hedge funds and large institutions have $732M invested in iShares MSCI KLD 400 Social ETF in 2019 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 101 increasing their positions, 67 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
+9
Holders Change %
+3.47%
% of All Funds
5.89%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
24
Increased
101
Reduced
67
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FHA
1
First Horizon Advisors
Tennessee
$8.1M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$22.4M
3
EAM
3
Erste Asset Management
Austria
$7.69M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$74.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$50.8M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$27.1M
2
American Century Companies
2
American Century Companies
Missouri
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$294K
4
FWM
4
Frontier Wealth Management
Missouri
$6.29M
5
CCM
5
Cribstone Capital Management
Maine
$2.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSB
76
Bangor Savings Bank
Maine
$1.33M – – –
P
77
Pitcairn
Pennsylvania
$1.27M +$1.89K +34 +0.1%
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$1.27M +$80.7K +1,454 +7%
William Blair & Company
79
William Blair & Company
Illinois
$1.25M -$1.66K -30 -0.1%
MCM
80
Manchester Capital Management
Vermont
$1.25M – – –
HL
81
HeadInvest LLC
Maine
$1.19M +$1.19M +21,362 New
PWLP
82
Prio Wealth Limited Partnership
Massachusetts
$1.18M +$262K +4,720 +29%
Stifel Financial
83
Stifel Financial
Missouri
$1.17M +$94.4K +1,700 +9%
FI
84
Financial Insights
Washington
$1.13M +$49.9K +900 +5%
RWP
85
RWA Wealth Partners
Massachusetts
$1.11M +$36.1K +650 +3%
Truist Financial
86
Truist Financial
North Carolina
$1.09M -$2.88K -52 -0.3%
SW
87
SVB Wealth
Massachusetts
$1.08M +$49.6K +894 +5%
UCFA
88
United Capital Financial Advisors
Texas
$1.05M -$298K -5,366 -22%
BAAM
89
Baker Avenue Asset Management
California
$1.04M +$106K +1,920 +11%
BSW
90
Buckingham Strategic Wealth
Missouri
$955K -$2K -36 -0.2%
AWS
91
AJ Wealth Strategies
New York
$946K -$651K -11,736 -41%
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$894K +$7.21K +130 +0.8%
BTW
93
Boston Trust Walden
Massachusetts
$881K +$118K +2,126 +15%
BP
94
BBR Partners
New York
$867K -$34.8K -628 -4%
BC
95
Brio Consultants
California
$856K +$19.3K +348 +2%
CWM
96
Cornerstone Wealth Management
Missouri
$814K +$65.2K +1,176 +9%
FAAS
97
First Allied Advisory Services
California
$799K +$29.9K +542 +4%
TA
98
Trellis Advisors
Washington
$793K -$6.32K -114 -0.8%
AIA
99
Arbor Investment Advisors
North Carolina
$784K +$38.3K +690 +5%
PA
100
Paracle Advisors
Washington
$740K -$41.9K -756 -5%
2 3
4
5 6