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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

145 hedge funds and large institutions have $285M invested in iShares MSCI KLD 400 Social ETF in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 53 increasing their positions, 34 reducing their positions, and 9 closing their positions.

Holders
145
Holders Change
+2
Holders Change %
+1.4%
% of All Funds
3.62%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
53
Reduced
34
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
US Bancorp
1
US Bancorp
Minnesota
$10.1M
2
FWM
2
Frontier Wealth Management
Missouri
$4.78M
3
Jane Street
3
Jane Street
New York
$2.09M
4
BP
4
Ballentine Partners
Massachusetts
$1.98M
5
Goldman Sachs
5
Goldman Sachs
New York
$19M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$50.2M
2
SG Americas Securities
2
SG Americas Securities
New York
$0
3
ZAM
3
Zevin Asset Management
Massachusetts
$1.41M
4
TAM
4
Trillium Asset Management
Massachusetts
$1.32M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$2.01M
Name Market Value Shares Shares
Change 		Shares
Change %
CAG
101
Crestwood Advisors Group
Massachusetts
$201K 2,195 -400 -15%
WAM
102
Wealthspire Advisors (Maryland)
Maryland
$198K 2,222 – –
WTC
103
WhitTier Trust Company
Nevada
$189K 2,114 +170 +9%
TCOV
104
Trust Company of Vermont
Vermont
$174K 1,945 -65 -3%
HA
105
Harfst & Associates
Wyoming
$159K 1,781 – –
Fifth Third Bancorp
106
Fifth Third Bancorp
Ohio
$158K 1,774 – –
AIM
107
Acropolis Investment Management
Missouri
$150K 1,680 – –
BCM
108
Blume Capital Management
California
$150K 1,684 – –
HR
109
Howe & Rusling
New York
$142K 1,595 -121 -7%
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$141K 1,575 +1,575 New
MPWT
111
MassMutual Private Wealth & Trust
Connecticut
$132K 1,475 – –
PSC
112
Prentiss Smith & Co
Vermont
$130K 1,460 – –
JFA
113
JNBA Financial Advisors
Minnesota
$118K 1,326 – –
DADC
114
D.A. Davidson & Co
Montana
$114K 1,286 +56 +5%
FDCDDQ
115
Federation des caisses Desjardins du Quebec
Quebec, Canada
$111K 1,245 +1,245 New
PAI
116
Pittenger & Anderson Inc
Nebraska
$91K 1,022 +1,022 New
LWA
117
Lenox Wealth Advisors
New York
$75K 837 -2,137 -72%
WIM
118
Westside Investment Management
California
$71.6K 800 – –
FANJ
119
Financial Architects (New Jersey)
New Jersey
$65K 728 +580 +392%
TCM
120
TD Capital Management
Tennessee
$63K 706 +2 +0.3%
RFWA
121
RPg Family Wealth Advisory
Massachusetts
$61.4K 687 +687 New
FWM
122
Focused Wealth Management
New York
$60K 668 – –
GRP
123
Global Retirement Partners
California
$56K 631 – –
LNB
124
Ledyard National Bank
$54K 600 – –
IA
125
IFP Advisors
Florida
$45K 508 +486 +2,209%
3 4
5
6 7