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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

224 hedge funds and large institutions have $526M invested in iShares MSCI KLD 400 Social ETF in 2018 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 88 increasing their positions, 43 reducing their positions, and 13 closing their positions.

Holders
224
Holders Change
+19
Holders Change %
+9.27%
% of All Funds
5.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
35
Increased
88
Reduced
43
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
William Blair & Company
1
William Blair & Company
Illinois
$21.6M
2
FA
2
Forefront Analytics
Pennsylvania
$9.43M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$47.8M
4
Betterment LLC
4
Betterment LLC
New York
$45.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$29.8M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$28.1M
2
BP
2
Ballentine Partners
Massachusetts
$0
3
CWM
3
Cornerstone Wealth Management
Missouri
$5.18M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$633K
5
TRCT
5
Tower Research Capital (TRC)
New York
$859K
Name Market Value Shares Shares
Change 		Shares
Change %
PPA
101
Parametric Portfolio Associates
Washington
$427K 4,001 +61 +2%
GWM
102
Greenwich Wealth Management
Connecticut
$421K 3,945 -146 -4%
WT
103
Whittier Trust
California
$415K 3,885 – –
BP
104
BBR Partners
New York
$408K 3,823 -72 -2%
CCA
105
Cobblestone Capital Advisors
New York
$397K 3,720 – –
SDWMA
106
Schneider Downs Wealth Management Advisors
Pennsylvania
$385K 3,605 +3,605 New
DFIG
107
Dragon Financial & Investment Group
California
$382K 3,581 -2,532 -41%
WF
108
WealthTrust Fairport
Ohio
$381K 3,571 – –
CAPTRUST Financial Advisors
109
CAPTRUST Financial Advisors
North Carolina
$379K 3,535 – –
TNBTD
110
Trustmark National Bank Trust Department
Mississippi
$372K 3,481 -1,419 -29%
BTW
111
Boston Trust Walden
Massachusetts
$370K 3,467 – –
BCM
112
Brookstone Capital Management
Illinois
$369K 3,451 +356 +12%
RJT
113
Raymond James Trust
Florida
$351K 3,289 +3,289 New
MA
114
MUFG Americas
New York
$349K 3,267 +98 +3%
NEPPG
115
New England Professional Planning Group
Rhode Island
$346K 3,244 +3,244 New
Citadel Advisors
116
Citadel Advisors
Florida
$342K 3,198 +3,198 New
LIC
117
Lodestar Investment Counsel
Illinois
$337K 3,158 +55 +2%
DWT
118
Dorsey & Whitney Trust
South Dakota
$326K 3,049 +33 +1%
AI
119
Accredited Investors
Minnesota
$324K 3,030 +706 +30%
VCM
120
Vivaldi Capital Management
Illinois
$321K 3,007 -100 -3%
ZCI
121
Zevenbergen Capital Investments
Washington
$316K 2,958 – –
PO
122
Private Ocean
California
$314K 2,940 – –
ASN
123
Advisory Services Network
Georgia
$312K 2,922 +160 +6%
HA
124
Harborview Advisors
Maine
$312K 2,924 +411 +16%
Stifel Financial
125
Stifel Financial
Missouri
$310K 2,908 -5,225 -64%
3 4
5
6 7