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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

310 hedge funds and large institutions have $955M invested in iShares MSCI KLD 400 Social ETF in 2020 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 125 increasing their positions, 71 reducing their positions, and 19 closing their positions.

Holders
310
Holders Change
+18
Holders Change %
+6.16%
% of All Funds
6.37%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
37
Increased
125
Reduced
71
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$116M
2
SW
2
SVB Wealth
Massachusetts
$11.4M
3
Betterment LLC
3
Betterment LLC
New York
$75.8M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$50.8M
5
Truist Financial
5
Truist Financial
North Carolina
$16.1M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$9.41M
2
PCA
2
Personal Capital Advisors
California
$250K
3
Bank of America
3
Bank of America
North Carolina
$103M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.95M
5
AIC
5
Ameritas Investment Company
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
101
Whittier Trust
California
$1.02M +$276K +4,680 +37%
CWM
102
Cornerstone Wealth Management
Missouri
$1.02M -$13.2K -224 -1%
AWS
103
AJ Wealth Strategies
New York
$991K – – –
WLIM
104
White Lighthouse Investment Management
Massachusetts
$989K +$95K +1,610 +11%
IRC
105
Investors Research Corp
Georgia
$981K +$225K +3,806 +30%
GWM
106
Greenwich Wealth Management
Connecticut
$957K +$710K +12,036 +287%
BP
107
BBR Partners
New York
$934K +$2.83K +48 +0.3%
AAS
108
Avantax Advisory Services
Texas
$934K +$32.5K +550 +4%
PPW
109
Parcion Private Wealth
Washington
$932K +$932K +15,364 New
WP
110
WealthSource Partners
California
$903K -$120K -2,040 -12%
BTW
111
Boston Trust Walden
Massachusetts
$879K – – –
VHAM
112
Van Hulzen Asset Management
California
$873K +$36K +610 +4%
LJAC
113
L.J. Altfest & Co
New York
$861K +$62.2K +1,054 +8%
UCFA
114
United Capital Financial Advisors
Texas
$832K -$116K -1,966 -12%
EH
115
Equitable Holdings
New York
$817K +$143K +2,416 +21%
NCM
116
Northside Capital Management
Oregon
$779K +$779K +13,200 New
RJT
117
Raymond James Trust
Florida
$773K +$13.3K +226 +2%
Members Trust
118
Members Trust
Florida
$770K +$770K +13,054 New
CPIG
119
Chicago Partners Investment Group
Illinois
$752K +$1.24K +20 +0.2%
VCM
120
Vivaldi Capital Management
Illinois
$750K +$750K +11,734 New
CFSG
121
Community Financial Services Group
Vermont
$727K -$7.09K -120 -1%
TWP
122
Tempus Wealth Planning
California
$696K -$1.65K -28 -0.2%
PMG
123
ProVise Management Group
Florida
$670K – – –
Bank of Montreal
124
Bank of Montreal
Ontario, Canada
$667K +$14.7K +244 +2%
CAPTRUST Financial Advisors
125
CAPTRUST Financial Advisors
North Carolina
$663K +$2.85K +48 +0.4%
3 4
5
6 7