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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

235 hedge funds and large institutions have $551M invested in iShares MSCI KLD 400 Social ETF in 2018 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 90 increasing their positions, 48 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+11
Holders Change %
+4.91%
% of All Funds
5.24%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
43
Increased
90
Reduced
48
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$101M
2
TAM
Trillium Asset Management
Massachusetts
$14.5M
3
BlackRock
BlackRock
New York
$12.4M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$51.4M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.21M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
$584K
2
FA
Forefront Analytics
Pennsylvania
$0
3
UBS Group
UBS Group
Switzerland
$17.2M
4
TCM
Tuttle Capital Management
Connecticut
$0
5
RA
Rational Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
126
Mascoma Wealth Management
New Hampshire
$331K +$126K +2,718 +62%
CAPTRUST Financial Advisors
127
CAPTRUST Financial Advisors
North Carolina
$329K – – –
ASN
128
Advisory Services Network
Georgia
$316K +$44.2K +950 +16%
MIA
129
MainStreet Investment Advisors
Illinois
$303K +$86.6K +1,860 +40%
MPWT
130
MassMutual Private Wealth & Trust
Connecticut
$303K +$86.5K +1,860 +40%
FHA
131
Flagship Harbor Advisors
Massachusetts
$300K +$147K +3,164 +96%
LIC
132
Lodestar Investment Counsel
Illinois
$294K – – –
AI
133
Accredited Investors
Minnesota
$294K +$12.2K +262 +4%
VC
134
Vicus Capital
Pennsylvania
$290K +$70.9K +1,524 +32%
DWT
135
Dorsey & Whitney Trust
South Dakota
$284K – – –
HA
136
Harborview Advisors
Maine
$282K +$9.6K +206 +4%
MFBTD
137
MB Financial Bank - Trust Department
Illinois
$279K +$12.8K +276 +5%
T. Rowe Price Associates
138
T. Rowe Price Associates
Maryland
$277K +$277K +5,950 New
ZCI
139
Zevenbergen Capital Investments
Washington
$275K – – –
CG
140
Colony Group
Massachusetts
$274K +$42.4K +910 +18%
PO
141
Private Ocean
California
$273K – – –
VA
142
Valmark Advisers
Ohio
$271K -$130K -2,790 -32%
BCM
143
Brookstone Capital Management
Illinois
$271K -$50.4K -1,082 -16%
BTS
144
BB&T Securities
Virginia
$268K +$2.23K +48 +0.8%
LRIA
145
Leonard Rickey Investment Advisors
Washington
$261K -$1.02K -22 -0.4%
3AM
146
3D Asset Management
Connecticut
$247K +$247K +5,304 New
GAM
147
Gould Asset Management
California
$242K +$21.4K +460 +10%
FLPIM
148
F.L. Putnam Investment Management
Massachusetts
$239K – – –
BCM
149
Blume Capital Management
California
$232K – – –
OAM
150
Occidental Asset Management
California
$223K – – –
4 5
6
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