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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

292 hedge funds and large institutions have $773M invested in iShares MSCI KLD 400 Social ETF in 2020 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 114 increasing their positions, 74 reducing their positions, and 39 closing their positions.

Holders
292
Holders Change
-10
Holders Change %
-3.31%
% of All Funds
6.45%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
34
Increased
114
Reduced
74
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$79.4M
2
Bank of America
2
Bank of America
North Carolina
$96.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$36M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$5.84M
5
EB
5
Eastern Bank
Massachusetts
$2.64M

Top Sellers

1
Betterment LLC
1
Betterment LLC
New York
$54.9M
2
BlackRock
2
BlackRock
New York
$415K
3
Wells Fargo
3
Wells Fargo
California
$12.8M
4
WU
4
Wealthsimple US
New York
$444K
5
EAM
5
Erste Asset Management
Austria
$3.28M
Name Market Value Shares Shares
Change 		Shares
Change %
WANY
76
Wealthspire Advisors (New York)
New York
$1.34M 13,712 +13,712 New
BDF
77
Balasa Dinverno & Foltz
$1.33M 13,656 +228 +2%
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$1.31M 13,487 +434 +3%
CWM
79
Cranbrook Wealth Management
Michigan
$1.31M 13,423 +834 +7%
AAMC
80
Asset Allocation & Management Company
Illinois
$1.29M 13,218 -6,040 -31%
LNC
81
Lincoln National Corp
Pennsylvania
$1.29M 13,211 -3,654 -22%
SBL
82
Sargent Bickham Lagudis
Colorado
$1.26M 12,926 -996 -7%
BSB
83
Bangor Savings Bank
Maine
$1.26M 12,917 +603 +5%
BCI
84
Brinker Capital Investments
Pennsylvania
$1.22M 12,560 -448 -3%
PWP
85
Personal Wealth Partners
Minnesota
$1.17M 11,967 – –
William Blair & Company
86
William Blair & Company
Illinois
$1.17M 11,962 +694 +6%
BBNA
87
Bremer Bank National Association
Minnesota
$1.13M 11,569 – –
MM
88
Main Management
California
$1.12M 11,447 -1,746 -13%
P
89
Pitcairn
Pennsylvania
$1.11M 11,374 – –
BCM
90
Brookstone Capital Management
Illinois
$1.08M 11,070 +4,868 +78%
PGAM
91
Princeton Global Asset Management
New Jersey
$1.07M 11,000 +11,000 New
TAIM
92
TD Ameritrade Investment Management
Nebraska
$1.06M 10,903 +7,029 +181%
GI
93
Gradient Investments
Minnesota
$1.05M 10,727 +835 +8%
PFGIA
94
Patriot Financial Group Insurance Agency
Massachusetts
$1M 10,296 +3,702 +56%
AI
95
Accredited Investors
Minnesota
$918K 9,425 +2,700 +40%
HH
96
Hilltop Holdings
Texas
$909K 9,328 -174 -2%
WR
97
Watson Rebecca
$891K 8,466 +2,227 +36%
BC
98
Brio Consultants
California
$858K 8,805 +16 +0.2%
BSW
99
Buckingham Strategic Wealth
Missouri
$854K 8,764 – –
CWM
100
Cornerstone Wealth Management
Missouri
$849K 8,714 +4,959 +132%
2 3
4
5 6