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iShares MSCI KLD 400 Social ETF
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Overview Fund Activity

302 hedge funds and large institutions have $895M invested in iShares MSCI KLD 400 Social ETF in 2019 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 126 increasing their positions, 55 reducing their positions, and 11 closing their positions.

Holders
302
Holders Change
+34
Holders Change %
+12.69%
% of All Funds
5.96%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
51
Increased
126
Reduced
55
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$102M
2
Betterment LLC
2
Betterment LLC
New York
$79.3M
3
Truist Financial
3
Truist Financial
North Carolina
$10.6M
4
Wells Fargo
4
Wells Fargo
California
$21.2M
5
BlackRock
5
BlackRock
New York
$7.27M

Top Sellers

1
FHA
1
First Horizon Advisors
Tennessee
$4.53M
2
Goldman Sachs
2
Goldman Sachs
New York
$25.9M
3
CCM
3
Cribstone Capital Management
Maine
$2.02M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.75M
5
PA
5
Paracle Advisors
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$1.59M 13,212 +9,123 +223%
MM
77
Main Management
California
$1.59M 13,193 -2,198 -14%
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$1.57M 13,053 +1,589 +14%
BCI
79
Brinker Capital Investments
Pennsylvania
$1.56M 13,008 -492 -4%
BC
80
Brinker Capital
Pennsylvania
$1.53M 12,704 -15 -0.1%
MIAN
81
Mariner Independent Advisor Network
Kansas
$1.51M 12,604 -1,125 -8%
CWM
82
Cranbrook Wealth Management
Michigan
$1.51M 12,589 +6,326 +101%
IAA
83
Independent Advisor Alliance
North Carolina
$1.5M 12,510 +12,510 New
BSB
84
Bangor Savings Bank
Maine
$1.48M 12,314 +356 +3%
PWLP
85
Prio Wealth Limited Partnership
Massachusetts
$1.45M 12,050 +1,440 +14%
PWP
86
Personal Wealth Partners
Minnesota
$1.44M 11,967 – –
WWM
87
Western Wealth Management
Colorado
$1.43M 11,919 +6,946 +140%
CT
88
Columbia Trust
Oregon
$1.43M 11,906 +11,906 New
BBNA
89
Bremer Bank National Association
Minnesota
$1.39M 11,569 -1,035 -8%
P
90
Pitcairn
Pennsylvania
$1.37M 11,374 -92 -0.8%
William Blair & Company
91
William Blair & Company
Illinois
$1.35M 11,268 – –
MCM
92
Manchester Capital Management
Vermont
$1.35M 11,273 – –
Citadel Advisors
93
Citadel Advisors
Florida
$1.33M 11,078 +8,423 +317%
SW
94
SVB Wealth
Massachusetts
$1.32M 11,013 +1,257 +13%
GI
95
Gradient Investments
Minnesota
$1.19M 9,892 -3,774 -28%
HH
96
Hilltop Holdings
Texas
$1.14M 9,502 +3,064 +48%
UCFA
97
United Capital Financial Advisors
Texas
$1.14M 9,499 +49 +0.5%
Stifel Financial
98
Stifel Financial
Missouri
$1.1M 9,112 -1,408 -13%
BAAM
99
Baker Avenue Asset Management
California
$1.09M 9,104 -306 -3%
BC
100
Brio Consultants
California
$1.06M 8,789 +1,075 +14%
2 3
4
5 6