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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

302 hedge funds and large institutions have $895M invested in iShares MSCI KLD 400 Social ETF in 2019 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 126 increasing their positions, 55 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+34
Holders Change %
+12.69%
% of All Funds
5.96%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
51
Increased
126
Reduced
55
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$102M
2
Betterment LLC
Betterment LLC
New York
$79.3M
3
Truist Financial
Truist Financial
North Carolina
$10.6M
4
Wells Fargo
Wells Fargo
California
$21.2M
5
BlackRock
BlackRock
New York
$7.27M

Top Sellers

1
FHA
First Horizon Advisors
Tennessee
$4.53M
2
Goldman Sachs
Goldman Sachs
New York
$25.9M
3
CCM
Cribstone Capital Management
Maine
$2.02M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.75M
5
PA
Paracle Advisors
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TWP
126
Tempus Wealth Planning
California
$648K +$648K +10,790 New
ZCI
127
Zevenbergen Capital Investments
Washington
$634K – – –
Citigroup
128
Citigroup
New York
$630K +$82.8K +1,378 +15%
BMM
129
Buffington Mohr McNeal
Idaho
$614K +$2.76K +46 +0.5%
VCM
130
Vivaldi Capital Management
Illinois
$606K +$606K +10,096 New
PBO
131
Peoples Bank (Ohio)
Ohio
$604K -$34.9K -580 -5%
MWM
132
Merriman Wealth Management
Washington
$604K – – –
LJAC
133
L.J. Altfest & Co
New York
$590K +$183K +3,054 +45%
MMA
134
Miracle Mile Advisors
California
$590K +$590K +9,826 New
Renaissance Technologies
135
Renaissance Technologies
New York
$589K +$589K +9,800 New
Baird Financial Group
136
Baird Financial Group
Wisconsin
$583K -$8.54K -142 -1%
BSWM
137
Boston Standard Wealth Management
Massachusetts
$567K +$4.21K +70 +0.7%
FAIM
138
Financial Advocates Investment Management
Washington
$564K +$240 +4 +0%
HA
139
Harfst & Associates
Wyoming
$561K -$102K -1,700 -15%
WCWM
140
Willow Creek Wealth Management
California
$531K – – –
Franklin Resources
141
Franklin Resources
California
$522K – – –
AIM
142
Acropolis Investment Management
Missouri
$518K -$1.56K -26 -0.3%
MPWT
143
MassMutual Private Wealth & Trust
Connecticut
$507K +$103K +1,720 +26%
MIA
144
MainStreet Investment Advisors
Illinois
$506K +$103K +1,720 +26%
TA
145
Tiedemann Advisors
New York
$478K +$63.5K +1,058 +15%
CFGS
146
Concourse Financial Group Securities
Alabama
$470K +$90.1K +1,500 +24%
ACM
147
Adalta Capital Management
New York
$467K – – –
TAIM
148
TD Ameritrade Investment Management
Nebraska
$465K +$18.7K +312 +4%
PO
149
Private Ocean
California
$464K -$36.1K -600 -7%
CC
150
Callan Capital
California
$454K -$16K -266 -3%
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6
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