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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

292 hedge funds and large institutions have $773M invested in iShares MSCI KLD 400 Social ETF in 2020 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 114 increasing their positions, 74 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
-10
Holders Change %
-3.31%
% of All Funds
6.45%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
34
Increased
114
Reduced
74
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$79.4M
2
Bank of America
Bank of America
North Carolina
$96.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$36M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.84M
5
EB
Eastern Bank
Massachusetts
$2.64M

Top Sellers

1
Betterment LLC
Betterment LLC
New York
$54.9M
2
BlackRock
BlackRock
New York
$415K
3
Wells Fargo
Wells Fargo
California
$12.8M
4
WU
Wealthsimple US
New York
$444K
5
EAM
Erste Asset Management
Austria
$3.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
101
WealthSource Partners
California
$844K +$552K +11,332 +189%
AWS
102
AJ Wealth Strategies
New York
$818K -$12.8K -262 -2%
ASN
103
Advisory Services Network
Georgia
$790K +$126K +2,578 +19%
UCFA
104
United Capital Financial Advisors
Texas
$782K -$143K -2,936 -15%
TA
105
Trellis Advisors
Washington
$782K +$83.4K +1,712 +12%
BP
106
BBR Partners
New York
$769K +$24.5K +504 +3%
AIA
107
Arbor Investment Advisors
North Carolina
$766K -$8.08K -166 -1%
AAS
108
Avantax Advisory Services
Texas
$745K +$4K +82 +0.5%
WLIM
109
White Lighthouse Investment Management
Massachusetts
$738K +$464K +9,530 +170%
BTW
110
Boston Trust Walden
Massachusetts
$725K -$4.38K -90 -0.6%
VHAM
111
Van Hulzen Asset Management
California
$691K +$528K +10,830 +323%
LJAC
112
L.J. Altfest & Co
New York
$659K +$181K +3,708 +38%
CPIG
113
Chicago Partners Investment Group
Illinois
$658K +$1.95K +36 +0.3%
RJT
114
Raymond James Trust
Florida
$627K +$17.5K +360 +3%
Thrivent Financial for Lutherans
115
Thrivent Financial for Lutherans
Minnesota
$624K +$1.05K +8 +0.2%
IRC
116
Investors Research Corp
Georgia
$624K +$367K +7,550 +143%
WT
117
Whittier Trust
California
$611K +$20.9K +430 +4%
CFSG
118
Community Financial Services Group
Vermont
$606K +$36.6K +750 +6%
BAAM
119
Baker Avenue Asset Management
California
$578K -$307K -6,322 -35%
TWP
120
Tempus Wealth Planning
California
$576K +$50.5K +1,038 +10%
EH
121
Equitable Holdings
New York
$557K +$297K +6,102 +114%
PMG
122
ProVise Management Group
Florida
$553K -$19.5K -400 -3%
SDWMA
123
Schneider Downs Wealth Management Advisors
Pennsylvania
$545K +$545K +11,200 New
BBA
124
Braun-Bostich & Associates
Pennsylvania
$542K +$510K +10,940 +1,595%
Fifth Third Bancorp
125
Fifth Third Bancorp
Ohio
$538K – – –
3 4
5
6 7