DSI icon

iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

180 hedge funds and large institutions have $437M invested in iShares MSCI KLD 400 Social ETF in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 67 increasing their positions, 40 reducing their positions, and 8 closing their positions.

Holders
180
Holders Change
+20
Holders Change %
+12.5%
% of All Funds
4.09%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
29
Increased
67
Reduced
40
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$109M
2
MFP
2
Mosaic Financial Partners
California
$9.38M
3
BlackRock
3
BlackRock
New York
$8.55M
4
Betterment LLC
4
Betterment LLC
New York
$24.2M
5
TAM
5
Trillium Asset Management
Massachusetts
$5.67M

Top Sellers

1
FWM
1
Frontier Wealth Management
Missouri
$1.27M
2
TSS
2
Two Sigma Securities
New York
$0
3
Jane Street
3
Jane Street
New York
$1.49M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$459K
5
WCM
5
Weatherstone Capital Management
Colorado
$243K
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
101
Catawba Capital Management
Virginia
$313K 3,185 – –
BMM
102
Buffington Mohr McNeal
Idaho
$295K 3,000 -2,430 -45%
B
103
Bailard
California
$295K 3,000 – –
LRIA
104
Leonard Rickey Investment Advisors
Washington
$288K 2,937 +2,937 New
MFW
105
Meristem Family Wealth
Minnesota
$283K 2,878 +8 +0.3%
PA
106
Prism Advisors
California
$281K 2,865 +2,865 New
Members Trust
107
Members Trust
Florida
$277K 2,823 – –
FLPIM
108
F.L. Putnam Investment Management
Massachusetts
$271K 2,757 -1,143 -29%
CG
109
Colony Group
Massachusetts
$256K 2,607 -59 -2%
WCM
110
Weatherstone Capital Management
Colorado
$243K 2,470 -17,033 -87%
HWM
111
Highwater Wealth Management
Colorado
$242K 2,463 +161 +7%
SIAP
112
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$241K 2,456 – –
WF
113
WoodTrust Financial
Wisconsin
$227K 2,306 +2,306 New
HPC
114
HM Payson & Co
Maine
$224K 2,280 +2,280 New
Northern Trust
115
Northern Trust
Illinois
$222K 2,262 +2,262 New
WAM
116
Wealthspire Advisors (Maryland)
Maryland
$221K 2,245 +16 +0.7%
ECM
117
ETrade Capital Management
Virginia
$217K 2,204 +2,204 New
CAG
118
Crestwood Advisors Group
Massachusetts
$216K 2,195 – –
WTC
119
WhitTier Trust Company
Nevada
$208K 2,114 – –
FAAS
120
First Allied Advisory Services
California
$205K 2,100 +2,100 New
SEI Investments
121
SEI Investments
Pennsylvania
$201K 2,046 +2,046 New
Fifth Third Bancorp
122
Fifth Third Bancorp
Ohio
$187K 1,899 +25 +1%
ST
123
Smithfield Trust
Pennsylvania
$180K 1,830 +1,830 New
AIM
124
Acropolis Investment Management
Missouri
$178K 1,815 -105 -5%
TCOV
125
Trust Company of Vermont
Vermont
$175K 1,782 -10 -0.6%
3 4
5
6 7