DSI icon

iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

268 hedge funds and large institutions have $732M invested in iShares MSCI KLD 400 Social ETF in 2019 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 101 increasing their positions, 67 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
+9
Holders Change %
+3.47%
% of All Funds
5.89%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
24
Increased
101
Reduced
67
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FHA
First Horizon Advisors
Tennessee
$8.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$22.4M
3
EAM
Erste Asset Management
Austria
$7.69M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$74.6M
5
Morgan Stanley
Morgan Stanley
New York
$50.8M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$27.1M
2
American Century Companies
American Century Companies
Missouri
$0
3
Citadel Advisors
Citadel Advisors
Florida
$294K
4
FWM
Frontier Wealth Management
Missouri
$6.29M
5
CCM
Cribstone Capital Management
Maine
$2.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSWM
126
Boston Standard Wealth Management
Massachusetts
$519K – – –
Citigroup
127
Citigroup
New York
$505K +$25.1K +452 +5%
WCWM
128
Willow Creek Wealth Management
California
$490K -$2.77K -50 -0.6%
Franklin Resources
129
Franklin Resources
California
$482K – – –
AIM
130
Acropolis Investment Management
Missouri
$480K +$17.2K +310 +4%
BlackRock
131
BlackRock
New York
$469K +$22.2K +400 +5%
PO
132
Private Ocean
California
$462K +$444 +8 +0.1%
WT
133
Whittier Trust
California
$459K – – –
Mercer Global Advisors
134
Mercer Global Advisors
Colorado
$453K +$239K +4,318 +112%
HWM
135
Highwater Wealth Management
Colorado
$451K -$11.4K -206 -2%
CC
136
Callan Capital
California
$434K – – –
ACM
137
Adalta Capital Management
New York
$431K – – –
BTS
138
BB&T Securities
Virginia
$421K – – –
CA
139
Cetera Advisors
Colorado
$418K +$82.4K +1,484 +25%
CCA
140
Cobblestone Capital Advisors
New York
$413K – – –
TAIM
141
TD Ameritrade Investment Management
Nebraska
$412K +$55.3K +998 +16%
JGUA
142
John G. Ullman & Associates
New York
$410K -$122K -2,200 -23%
NCM
143
Neumann Capital Management
California
$410K +$206K +3,720 +101%
ECG
144
Edge Capital Group
Georgia
$407K – – –
PCG
145
Private Capital Group
Connecticut
$389K +$278K +5,014 +250%
TA
146
Tiedemann Advisors
New York
$383K – – –
LJAC
147
L.J. Altfest & Co
New York
$375K +$107K +1,926 +40%
MPWT
148
MassMutual Private Wealth & Trust
Connecticut
$373K +$6.11K +110 +2%
MIA
149
MainStreet Investment Advisors
Illinois
$372K +$6.09K +110 +2%
GAM
150
Gould Asset Management
California
$355K -$9.99K -180 -3%
4 5
6
7 8