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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

247 hedge funds and large institutions have $623M invested in iShares MSCI KLD 400 Social ETF in 2019 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 100 increasing their positions, 52 reducing their positions, and 18 closing their positions.

Holders
247
Holders Change
+12
Holders Change %
+5.11%
% of All Funds
5.35%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
34
Increased
100
Reduced
52
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$29.1M
2
Betterment LLC
2
Betterment LLC
New York
$52.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$37.1M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$62.5M
5
Creative Planning
5
Creative Planning
Kansas
$7.99M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$68.8M
2
TAM
2
Trillium Asset Management
Massachusetts
$2.35M
3
BlackRock
3
BlackRock
New York
$174K
4
William Blair & Company
4
William Blair & Company
Illinois
$9.91M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$4.28M
Name Market Value Shares Shares
Change 		Shares
Change %
Baird Financial Group
101
Baird Financial Group
Wisconsin
$616K 5,844 -1,769 -23%
HA
102
Harfst & Associates
Wyoming
$588K 5,581 – –
RJT
103
Raymond James Trust
Florida
$588K 5,576 +435 +8%
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$585K 5,543 +2,008 +57%
BAM
105
Barrett Asset Management
New York
$577K 5,466 – –
FI
106
Financial Insights
Washington
$575K 5,242 +937 +22%
CBU
107
CIBC Bank USA
Illinois
$573K 5,430 – –
CPIG
108
Chicago Partners Investment Group
Illinois
$572K 5,266 +12 +0.2%
ZCI
109
Zevenbergen Capital Investments
Washington
$557K 5,278 +2,320 +78%
BMM
110
Buffington Mohr McNeal
Idaho
$536K 5,086 +325 +7%
WWM
111
Western Wealth Management
Colorado
$533K 5,043 +152 +3%
MWM
112
Merriman Wealth Management
Washington
$530K 5,029 – –
Thrivent Financial for Lutherans
113
Thrivent Financial for Lutherans
Minnesota
$524K 2,569 +531 +26%
PWLP
114
Prio Wealth Limited Partnership
Massachusetts
$511K 4,850 +4,850 New
CAN
115
Cetera Advisor Networks
California
$501K 4,764 +150 +3%
FAIM
116
Financial Advocates Investment Management
Washington
$498K 4,720 +558 +13%
MFBTD
117
MB Financial Bank - Trust Department
Illinois
$495K 4,690 +1,690 +56%
ASN
118
Advisory Services Network
Georgia
$488K 4,628 +1,231 +36%
WAM
119
Wealthspire Advisors (Maryland)
Maryland
$471K 4,469 +19 +0.4%
HWM
120
Highwater Wealth Management
Colorado
$466K 4,417 +59 +1%
RWP
121
RWA Wealth Partners
Massachusetts
$464K 4,399 +4,399 New
Citigroup
122
Citigroup
New York
$459K 4,353 +50 +1%
AIM
123
Acropolis Investment Management
Missouri
$440K 4,170 -100 -2%
PO
124
Private Ocean
California
$440K 4,173 +1,233 +42%
CC
125
Callan Capital
California
$437K 4,139 – –
3 4
5
6 7