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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

321 hedge funds and large institutions have $1.08B invested in iShares MSCI KLD 400 Social ETF in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 120 increasing their positions, 80 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
+11
Holders Change %
+3.55%
% of All Funds
6.49%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
35
Increased
120
Reduced
80
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$70.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$140M
3
Betterment LLC
3
Betterment LLC
New York
$89M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$84.2M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$13.2M

Top Sellers

1
SW
1
SVB Wealth
Massachusetts
$6.55M
2
PA
2
Parallel Advisors
California
$2.13M
3
PGAM
3
Princeton Global Asset Management
New Jersey
$0
4
Deutsche Bank
4
Deutsche Bank
Germany
$608K
5
Stifel Financial
5
Stifel Financial
Missouri
$963K
Name Holding Trade Value Shares
Change 		Shares
Change %
BSW
101
Buckingham Strategic Wealth
Missouri
$1.12M – – –
WT
102
Whittier Trust
California
$1.1M – – –
AWS
103
AJ Wealth Strategies
New York
$1.07M – – –
BAAM
104
Baker Avenue Asset Management
California
$1.04M -$91.3K -1,428 -8%
LJAC
105
L.J. Altfest & Co
New York
$1.03M +$101K +1,574 +11%
IRC
106
Investors Research Corp
Georgia
$1.02M -$49.2K -768 -5%
BP
107
BBR Partners
New York
$1.01M +$896 +14 +0.1%
CWM
108
Cornerstone Wealth Management
Missouri
$1M -$97.8K -1,528 -9%
PPW
109
Parcion Private Wealth
Washington
$980K – – –
WLIM
110
White Lighthouse Investment Management
Massachusetts
$967K -$105K -1,648 -10%
Stifel Financial
111
Stifel Financial
Missouri
$963K -$1.8M -28,064 -65%
BTW
112
Boston Trust Walden
Massachusetts
$953K – – –
VHAM
113
Van Hulzen Asset Management
California
$934K -$12.8K -200 -1%
EH
114
Equitable Holdings
New York
$930K +$44.4K +694 +5%
UCFA
115
United Capital Financial Advisors
Texas
$899K -$3.2K -50 -0.4%
RJT
116
Raymond James Trust
Florida
$880K +$42.1K +658 +5%
HGWM
117
Horst & Graben Wealth Management
Oregon
$851K +$851K +13,310 New
MMA
118
Miracle Mile Advisors
California
$843K +$195K +3,050 +30%
Members Trust
119
Members Trust
Florida
$832K -$2.94K -46 -0.4%
CFSG
120
Community Financial Services Group
Vermont
$823K +$35.2K +550 +4%
NCM
121
Neumann Capital Management
California
$818K +$218K +3,408 +36%
BlackRock
122
BlackRock
New York
$805K +$251K +3,922 +45%
VCM
123
Vivaldi Capital Management
Illinois
$799K – – –
SPC
124
Sigma Planning Corp
Michigan
$797K +$797K +12,456 New
IFWM
125
Institute for Wealth Management
Colorado
$790K +$470K +7,350 +147%
3 4
5
6 7