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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

192 hedge funds and large institutions have $398M invested in iShares MSCI KLD 400 Social ETF in 2018 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 71 increasing their positions, 48 reducing their positions, and 12 closing their positions.

Holders
192
Holders Change
+12
Holders Change %
+6.67%
% of All Funds
4.41%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
71
Reduced
48
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$32.5M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$34.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$25.1M
4
FWM
4
Frontier Wealth Management
Missouri
$5.09M
5
Morgan Stanley
5
Morgan Stanley
New York
$22.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$54.2M
2
BlackRock
2
BlackRock
New York
$73K
3
MFP
3
Mosaic Financial Partners
California
$377K
4
TAM
4
Trillium Asset Management
Massachusetts
$1.97M
5
Stifel Financial
5
Stifel Financial
Missouri
$860K
Name Market Value Shares Shares
Change 		Shares
Change %
CAG
126
Crestwood Advisors Group
Massachusetts
$214K 2,195 – –
FAAS
127
First Allied Advisory Services
California
$205K 2,100 – –
Cerity Partners
128
Cerity Partners
New York
$201K 2,054 +2,054 New
WTC
129
WhitTier Trust Company
Nevada
$196K 2,009 -105 -5%
WAP
130
Wealthcare Advisory Partners
Pennsylvania
$186K 1,899 +477 +34%
Fifth Third Bancorp
131
Fifth Third Bancorp
Ohio
$179K 1,829 -70 -4%
ST
132
Smithfield Trust
Pennsylvania
$179K 1,830 – –
TCOV
133
Trust Company of Vermont
Vermont
$175K 1,792 +10 +0.6%
MPWT
134
MassMutual Private Wealth & Trust
Connecticut
$169K 1,725 +260 +18%
AIM
135
Acropolis Investment Management
Missouri
$168K 1,715 -100 -6%
BCM
136
Blume Capital Management
California
$164K 1,684 – –
AWM
137
Aevitas Wealth Management
Massachusetts
$153K 1,570 +168 +12%
HR
138
Howe & Rusling
New York
$149K 1,525 – –
JFA
139
JNBA Financial Advisors
Minnesota
$130K 1,326 – –
HCA
140
Heck Capital Advisors
Wisconsin
$126K 1,285 +762 +146%
Northwestern Mutual Wealth Management
141
Northwestern Mutual Wealth Management
Wisconsin
$121K 1,243 +968 +352%
FDCDDQ
142
Federation des caisses Desjardins du Quebec
Quebec, Canada
$115K 1,175 – –
TFS
143
TrustCore Financial Services
Tennessee
$113K 1,157 +157 +16%
WDL
144
Well Done LLC
Michigan
$109K 1,117 +1,117 New
VCM
145
Vigilant Capital Management
Maine
$107K 1,093 – –
AF
146
Advisornet Financial
Minnesota
$102K 1,045 – –
PSC
147
Prentiss Smith & Co
Vermont
$98K 1,000 – –
PCG
148
Private Capital Group
Connecticut
$98K 1,003 – –
HI
149
Harrington Investments
California
$98K 1,000 +1,000 New
AWM
150
AllSquare Wealth Management
New York
$92K 940 – –
4 5
6
7 8