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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

302 hedge funds and large institutions have $895M invested in iShares MSCI KLD 400 Social ETF in 2019 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 126 increasing their positions, 55 reducing their positions, and 11 closing their positions.

Holders
302
Holders Change
+34
Holders Change %
+12.69%
% of All Funds
5.96%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
51
Increased
126
Reduced
55
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$102M
2
Betterment LLC
2
Betterment LLC
New York
$79.3M
3
Truist Financial
3
Truist Financial
North Carolina
$10.6M
4
Wells Fargo
4
Wells Fargo
California
$21.2M
5
BlackRock
5
BlackRock
New York
$7.27M

Top Sellers

1
FHA
1
First Horizon Advisors
Tennessee
$4.53M
2
Goldman Sachs
2
Goldman Sachs
New York
$25.9M
3
CCM
3
Cribstone Capital Management
Maine
$2.02M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.75M
5
PA
5
Paracle Advisors
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BSW
101
Buckingham Strategic Wealth
Missouri
$1.05M 8,764 +152 +2%
AWS
102
AJ Wealth Strategies
New York
$1.02M 8,528 – –
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$1M 8,355 +294 +4%
AIA
104
Arbor Investment Advisors
North Carolina
$955K 7,953 +884 +13%
BP
105
BBR Partners
New York
$918K 7,642 -173 -2%
AAS
106
Avantax Advisory Services
Texas
$911K 7,593 +7,593 New
BTW
107
Boston Trust Walden
Massachusetts
$900K 7,493 -450 -6%
TA
108
Trellis Advisors
Washington
$861K 7,169 +22 +0.3%
ASN
109
Advisory Services Network
Georgia
$819K 6,819 +1,901 +39%
AI
110
Accredited Investors
Minnesota
$808K 6,725 +158 +2%
PFGIA
111
Patriot Financial Group Insurance Agency
Massachusetts
$792K 6,594 +4,413 +202%
CAPTRUST Financial Advisors
112
CAPTRUST Financial Advisors
North Carolina
$757K 6,243 +552 +10%
CPIG
113
Chicago Partners Investment Group
Illinois
$752K 6,060 +209 +4%
RJT
114
Raymond James Trust
Florida
$752K 6,257 +1,048 +20%
WR
115
Watson Rebecca
$749K 6,239 +6,239 New
BCM
116
Brookstone Capital Management
Illinois
$745K 6,202 +1,436 +30%
WT
117
Whittier Trust
California
$728K 6,060 +1,925 +47%
ACM
118
Anfield Capital Management
California
$728K 5,813 +5,813 New
PMG
119
ProVise Management Group
Florida
$706K 5,877 – –
CFSG
120
Community Financial Services Group
Vermont
$702K 5,841 +50 +0.9%
CAN
121
Cetera Advisor Networks
California
$696K 5,824 +741 +15%
Thrivent Financial for Lutherans
122
Thrivent Financial for Lutherans
Minnesota
$680K 2,374 -453 -16%
Fifth Third Bancorp
123
Fifth Third Bancorp
Ohio
$664K 5,527 – –
BAM
124
Barrett Asset Management
New York
$660K 5,491 -50 -0.9%
CBU
125
CIBC Bank USA
Illinois
$652K 5,430 – –
3 4
5
6 7