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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

268 hedge funds and large institutions have $732M invested in iShares MSCI KLD 400 Social ETF in 2019 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 101 increasing their positions, 67 reducing their positions, and 13 closing their positions.

Holders
268
Holders Change
+9
Holders Change %
+3.47%
% of All Funds
5.89%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
24
Increased
101
Reduced
67
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FHA
1
First Horizon Advisors
Tennessee
$8.1M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$22.4M
3
EAM
3
Erste Asset Management
Austria
$7.69M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$74.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$50.8M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$27.1M
2
American Century Companies
2
American Century Companies
Missouri
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$294K
4
FWM
4
Frontier Wealth Management
Missouri
$6.29M
5
CCM
5
Cribstone Capital Management
Maine
$2.99M
Name Market Value Shares Shares
Change 		Shares
Change %
AI
101
Accredited Investors
Minnesota
$728K 6,567 +114 +2%
HH
102
Hilltop Holdings
Texas
$714K 6,438 -9 -0.1%
CWM
103
Cranbrook Wealth Management
Michigan
$695K 6,263 +2,592 +71%
CPIG
104
Chicago Partners Investment Group
Illinois
$654K 5,851 +575 +11%
PMG
105
ProVise Management Group
Florida
$652K 5,877 -90 -2%
CFSG
106
Community Financial Services Group
Vermont
$642K 5,791 -545 -9%
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
$631K 5,691 -200 -3%
BAM
108
Barrett Asset Management
New York
$615K 5,541 -125 -2%
Fifth Third Bancorp
109
Fifth Third Bancorp
Ohio
$613K 5,527 – –
HA
110
Harfst & Associates
Wyoming
$612K 5,521 – –
CBU
111
CIBC Bank USA
Illinois
$602K 5,430 – –
PBO
112
Peoples Bank (Ohio)
Ohio
$589K 5,315 -104 -2%
ZCI
113
Zevenbergen Capital Investments
Washington
$585K 5,278 – –
Thrivent Financial for Lutherans
114
Thrivent Financial for Lutherans
Minnesota
$585K 2,827 +258 +10%
RJT
115
Raymond James Trust
Florida
$578K 5,209 – –
BMM
116
Buffington Mohr McNeal
Idaho
$564K 5,086 – –
CAN
117
Cetera Advisor Networks
California
$563K 5,083 +188 +4%
MWM
118
Merriman Wealth Management
Washington
$558K 5,029 – –
MWM
119
Mascoma Wealth Management
New Hampshire
$557K 5,021 +1,105 +28%
WWM
120
Western Wealth Management
Colorado
$552K 4,973 -70 -1%
Baird Financial Group
121
Baird Financial Group
Wisconsin
$546K 4,920 -235 -5%
PAS
122
Partnervest Advisory Services
California
$539K 4,859 +4,859 New
ASN
123
Advisory Services Network
Georgia
$538K 4,918 – –
BCM
124
Brookstone Capital Management
Illinois
$529K 4,766 +2,515 +112%
FAIM
125
Financial Advocates Investment Management
Washington
$521K 4,697 +4 +0.1%
3 4
5
6 7