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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

224 hedge funds and large institutions have $526M invested in iShares MSCI KLD 400 Social ETF in 2018 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 88 increasing their positions, 43 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+19
Holders Change %
+9.27%
% of All Funds
5.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
35
Increased
88
Reduced
43
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
William Blair & Company
William Blair & Company
Illinois
$21.6M
2
FA
Forefront Analytics
Pennsylvania
$9.43M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$47.8M
4
Betterment LLC
Betterment LLC
New York
$45.5M
5
Morgan Stanley
Morgan Stanley
New York
$29.8M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$28.1M
2
BP
Ballentine Partners
Massachusetts
$0
3
CWM
Cornerstone Wealth Management
Missouri
$5.18M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$633K
5
TRCT
Tower Research Capital (TRC)
New York
$859K
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
151
Acropolis Investment Management
Missouri
$213K +$29.4K +550 +16%
Comerica Bank
152
Comerica Bank
Texas
$212K +$212K +4,256 New
SIAP
153
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$209K -$53.4K -1,000 -20%
MFW
154
Meristem Family Wealth
Minnesota
$206K +$206K +3,864 New
ST
155
Smithfield Trust
Pennsylvania
$203K – – –
BWM
156
BerganKDV Wealth Management
Minnesota
$203K – – –
PCG
157
Private Capital Group
Connecticut
$198K +$90.8K +1,700 +85%
TCOV
158
Trust Company of Vermont
Vermont
$196K +$2.67K +50 +1%
Fifth Third Bancorp
159
Fifth Third Bancorp
Ohio
$195K – – –
AWM
160
Aevitas Wealth Management
Massachusetts
$187K +$19K +356 +11%
WTC
161
WhitTier Trust Company
Nevada
$183K – – –
SFSG
162
Stearns Financial Services Group
North Carolina
$179K +$179K +3,356 New
FHA
163
Flagship Harbor Advisors
Massachusetts
$176K +$8.35K +156 +5%
TFS
164
TrustCore Financial Services
Tennessee
$165K +$107 +2 +0.1%
WAP
165
Wealthcare Advisory Partners
Pennsylvania
$160K +$8.22K +154 +5%
BlackRock
166
BlackRock
New York
$158K +$149K +2,792 +1,702%
HR
167
Howe & Rusling
New York
$148K -$15K -280 -9%
BBA
168
Braun-Bostich & Associates
Pennsylvania
$144K +$56.2K +1,052 +64%
IA
169
IFP Advisors
Florida
$142K +$5.43K +102 +4%
WAM
170
Watermark Asset Management
California
$129K +$43.5K +818 +51%
CFGS
171
Concourse Financial Group Securities
Alabama
$128K +$128K +2,380 New
PAI
172
Pittenger & Anderson Inc
Nebraska
$118K +$37.2K +698 +46%
FDCDDQ
173
Federation des caisses Desjardins du Quebec
Quebec, Canada
$118K -$7.69K -144 -6%
VCM
174
Vigilant Capital Management
Maine
$117K – – –
AF
175
Advisornet Financial
Minnesota
$110K +$532 +10 +0.5%
5 6
7
8 9