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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

310 hedge funds and large institutions have $955M invested in iShares MSCI KLD 400 Social ETF in 2020 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 125 increasing their positions, 71 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
+18
Holders Change %
+6.16%
% of All Funds
6.37%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
37
Increased
125
Reduced
71
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$116M
2
SW
SVB Wealth
Massachusetts
$11.4M
3
Betterment LLC
Betterment LLC
New York
$75.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$50.8M
5
Truist Financial
Truist Financial
North Carolina
$16.1M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$9.41M
2
PCA
Personal Capital Advisors
California
$250K
3
Bank of America
Bank of America
North Carolina
$103M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.95M
5
AIC
Ameritas Investment Company
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JMFC
126
J.M. Forbes & Co
Massachusetts
$663K +$14.5K +246 +2%
SDWMA
127
Schneider Downs Wealth Management Advisors
Pennsylvania
$661K – – –
Fifth Third Bancorp
128
Fifth Third Bancorp
Ohio
$652K – – –
PA
129
Parkside Advisors
California
$650K +$1.3K +22 +0.2%
DWM
130
Destination Wealth Management
California
$637K -$1.51M -25,634 -70%
Baird Financial Group
131
Baird Financial Group
Wisconsin
$630K – – –
SCM
132
Southport Capital Management
Tennessee
$629K +$48.8K +828 +8%
Thrivent Financial for Lutherans
133
Thrivent Financial for Lutherans
Minnesota
$624K – – –
PA
134
Paracle Advisors
Washington
$624K +$118 +2 +0%
BMM
135
Buffington Mohr McNeal
Idaho
$609K +$6.14K +104 +1%
MMA
136
Miracle Mile Advisors
California
$598K +$11.8K +200 +2%
Citigroup
137
Citigroup
New York
$595K -$34.5K -584 -5%
MWM
138
Merriman Wealth Management
Washington
$594K – – –
BAM
139
Barrett Asset Management
New York
$592K -$32.5K -550 -5%
FLPIM
140
F.L. Putnam Investment Management
Massachusetts
$573K – – –
IWC
141
Integrated Wealth Concepts
Massachusetts
$566K +$263K +4,460 +87%
TSA
142
Tri-Star Advisors
Texas
$559K +$559K +9,104 New
HA
143
Harfst & Associates
Wyoming
$558K +$1.3K +22 +0.2%
MIA
144
MainStreet Investment Advisors
Illinois
$557K +$129K +2,180 +30%
MPWT
145
MassMutual Private Wealth & Trust
Connecticut
$557K +$129K +2,180 +30%
NCM
146
Neumann Capital Management
California
$553K – – –
ZCI
147
Zevenbergen Capital Investments
Washington
$552K – – –
PBO
148
Peoples Bank (Ohio)
Ohio
$549K -$7.08K -120 -1%
BSWM
149
Boston Standard Wealth Management
Massachusetts
$545K +$1.54K +26 +0.3%
CFGS
150
Concourse Financial Group Securities
Alabama
$511K +$11.7K +198 +2%
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