DSI icon

iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

180 hedge funds and large institutions have $437M invested in iShares MSCI KLD 400 Social ETF in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 67 increasing their positions, 40 reducing their positions, and 8 closing their positions.

Holders
180
Holders Change
+20
Holders Change %
+12.5%
% of All Funds
4.09%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
29
Increased
67
Reduced
40
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$109M
2
MFP
2
Mosaic Financial Partners
California
$9.38M
3
BlackRock
3
BlackRock
New York
$8.55M
4
Betterment LLC
4
Betterment LLC
New York
$24.2M
5
TAM
5
Trillium Asset Management
Massachusetts
$5.67M

Top Sellers

1
FWM
1
Frontier Wealth Management
Missouri
$1.27M
2
TSS
2
Two Sigma Securities
New York
$0
3
Jane Street
3
Jane Street
New York
$1.49M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$459K
5
WCM
5
Weatherstone Capital Management
Colorado
$243K
Name Market Value Shares Shares
Change 		Shares
Change %
LC
126
Landaas & Company
Wisconsin
$170K 1,727 +13 +0.8%
BCM
127
Blume Capital Management
California
$165K 1,684 – –
HR
128
Howe & Rusling
New York
$150K 1,525 – –
MPWT
129
MassMutual Private Wealth & Trust
Connecticut
$144K 1,465 -10 -0.7%
WAP
130
Wealthcare Advisory Partners
Pennsylvania
$140K 1,422 +1,422 New
AWM
131
Aevitas Wealth Management
Massachusetts
$138K 1,402 +1,402 New
JFA
132
JNBA Financial Advisors
Minnesota
$130K 1,326 – –
FDCDDQ
133
Federation des caisses Desjardins du Quebec
Quebec, Canada
$115K 1,175 – –
VCM
134
Vigilant Capital Management
Maine
$107K 1,093 – –
AF
135
Advisornet Financial
Minnesota
$103K 1,045 +1,045 New
PSC
136
Prentiss Smith & Co
Vermont
$98K 1,000 -460 -32%
TFS
137
TrustCore Financial Services
Tennessee
$98K 1,000 +1,000 New
AWM
138
AllSquare Wealth Management
New York
$92K 940 +178 +23%
PAI
139
Pittenger & Anderson Inc
Nebraska
$88K 892 -66 -7%
WIM
140
Westside Investment Management
California
$80.9K 800 – –
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$79K 800 -50 -6%
FANJ
142
Financial Architects (New Jersey)
New Jersey
$71K 728 – –
TCM
143
TD Capital Management
Tennessee
$70K 712 +3 +0.4%
FWM
144
Focused Wealth Management
New York
$68K 689 +2 +0.3%
RFWA
145
RPg Family Wealth Advisory
Massachusetts
$67.5K 687 – –
LWA
146
Lenox Wealth Advisors
New York
$67K 686 +2 +0.3%
WT
147
Whittier Trust
California
$67K 685 +600 +706%
IA
148
IFP Advisors
Florida
$66K 672 +128 +24%
WAM
149
Watermark Asset Management
California
$65K 659 +193 +41%
LNB
150
Ledyard National Bank
$59K 600 – –
4 5
6
7 8