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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

247 hedge funds and large institutions have $623M invested in iShares MSCI KLD 400 Social ETF in 2019 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 100 increasing their positions, 52 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+12
Holders Change %
+5.11%
% of All Funds
5.35%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
34
Increased
100
Reduced
52
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$29.1M
2
Betterment LLC
Betterment LLC
New York
$52.6M
3
Morgan Stanley
Morgan Stanley
New York
$37.1M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$62.5M
5
Creative Planning
Creative Planning
Kansas
$7.99M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$68.8M
2
TAM
Trillium Asset Management
Massachusetts
$2.35M
3
BlackRock
BlackRock
New York
$174K
4
William Blair & Company
William Blair & Company
Illinois
$9.91M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$4.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
126
Whittier Trust
California
$436K – – –
BG
127
Bahl & Gaynor
Ohio
$424K +$424K +8,030 New
AI
128
Accredited Investors
Minnesota
$412K +$78.8K +1,496 +24%
BP
129
BBR Partners
New York
$403K – – –
PCG
130
Private Capital Group
Connecticut
$398K -$7.28K -138 -2%
CFGS
131
Concourse Financial Group Securities
Alabama
$398K +$193K +3,672 +94%
CCA
132
Cobblestone Capital Advisors
New York
$392K – – –
ECG
133
Edge Capital Group
Georgia
$387K – – –
BTS
134
BB&T Securities
Virginia
$387K +$82.4K +1,562 +27%
CWM
135
Cranbrook Wealth Management
Michigan
$382K -$44.7K -848 -10%
WF
136
WealthTrust Fairport
Ohio
$377K – – –
MWM
137
Mascoma Wealth Management
New Hampshire
$376K – – –
FHA
138
Flagship Harbor Advisors
Massachusetts
$361K +$21K +398 +6%
MPWT
139
MassMutual Private Wealth & Trust
Connecticut
$345K +$1.58K +30 +0.5%
VC
140
Vicus Capital
Pennsylvania
$329K -$211 -4 -0.1%
Mercer Global Advisors
141
Mercer Global Advisors
Colorado
$328K +$328K +6,212 New
HA
142
Harborview Advisors
Maine
$326K +$6.23K +118 +2%
CA
143
Cetera Advisors
Colorado
$317K +$317K +6,040 New
CG
144
Colony Group
Massachusetts
$315K +$4.74K +90 +2%
LIC
145
Lodestar Investment Counsel
Illinois
$307K -$26.4K -500 -8%
VA
146
Valmark Advisers
Ohio
$307K – – –
HCA
147
Heck Capital Advisors
Wisconsin
$299K +$58.4K +1,108 +24%
Northern Trust
148
Northern Trust
Illinois
$297K -$259K -4,906 -47%
LJAC
149
L.J. Altfest & Co
New York
$282K +$282K +5,352 New
BWP
150
BSW Wealth Partners
Colorado
$274K -$1.77M -33,550 -87%
4 5
6
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