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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

310 hedge funds and large institutions have $955M invested in iShares MSCI KLD 400 Social ETF in 2020 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 125 increasing their positions, 71 reducing their positions, and 19 closing their positions.

Holders
310
Holders Change
+18
Holders Change %
+6.16%
% of All Funds
6.37%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
37
Increased
125
Reduced
71
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$116M
2
SW
2
SVB Wealth
Massachusetts
$11.4M
3
Betterment LLC
3
Betterment LLC
New York
$75.8M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$50.8M
5
Truist Financial
5
Truist Financial
North Carolina
$16.1M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$9.41M
2
PCA
2
Personal Capital Advisors
California
$250K
3
Bank of America
3
Bank of America
North Carolina
$103M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.95M
5
AIC
5
Ameritas Investment Company
Nebraska
$0
Name Market Value Shares Shares
Change 		Shares
Change %
B
76
Bailard
California
$1.67M 14,129 -6,795 -32%
BSB
77
Bangor Savings Bank
Maine
$1.64M 13,885 +968 +7%
WAM
78
Wealthspire Advisors (Maryland)
Maryland
$1.62M 13,753 +41 +0.3%
ASN
79
Advisory Services Network
Georgia
$1.61M 13,673 +5,565 +69%
BDF
80
Balasa Dinverno & Foltz
$1.59M 13,483 -173 -1%
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$1.5M 12,734 -753 -6%
TA
82
Trellis Advisors
Washington
$1.48M 12,548 +4,523 +56%
P
83
Pitcairn
Pennsylvania
$1.43M 12,141 +767 +7%
BCI
84
Brinker Capital Investments
Pennsylvania
$1.43M 12,072 -488 -4%
PWP
85
Personal Wealth Partners
Minnesota
$1.41M 11,967 – –
William Blair & Company
86
William Blair & Company
Illinois
$1.4M 11,877 -85 -0.7%
BBNA
87
Bremer Bank National Association
Minnesota
$1.36M 11,520 -49 -0.4%
MM
88
Main Management
California
$1.35M 11,447 – –
5L
89
55I LLC
Massachusetts
$1.35M 11,395 +11,395 New
TAIM
90
TD Ameritrade Investment Management
Nebraska
$1.32M 11,150 +247 +2%
GI
91
Gradient Investments
Minnesota
$1.29M 10,893 +166 +2%
HH
92
Hilltop Holdings
Texas
$1.28M 10,874 +1,546 +17%
PFGIA
93
Patriot Financial Group Insurance Agency
Massachusetts
$1.23M 10,400 +104 +1%
AI
94
Accredited Investors
Minnesota
$1.21M 10,234 +809 +9%
BC
95
Brio Consultants
California
$1.13M 9,531 +726 +8%
AIA
96
Arbor Investment Advisors
North Carolina
$1.1M 9,350 +1,480 +19%
WR
97
Watson Rebecca
$1.1M 9,312 +846 +10%
PAS
98
Park Avenue Securities
New York
$1.08M 9,112 +9,112 New
BAAM
99
Baker Avenue Asset Management
California
$1.05M 8,861 +2,918 +49%
BSW
100
Buckingham Strategic Wealth
Missouri
$1.03M 8,759 -5 -0.1%
2 3
4
5 6