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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

235 hedge funds and large institutions have $551M invested in iShares MSCI KLD 400 Social ETF in 2018 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 90 increasing their positions, 48 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+11
Holders Change %
+4.91%
% of All Funds
5.24%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
43
Increased
90
Reduced
48
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$101M
2
TAM
Trillium Asset Management
Massachusetts
$14.5M
3
BlackRock
BlackRock
New York
$12.4M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$51.4M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.21M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
$584K
2
FA
Forefront Analytics
Pennsylvania
$0
3
UBS Group
UBS Group
Switzerland
$17.2M
4
TCM
Tuttle Capital Management
Connecticut
$0
5
RA
Rational Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TNBTD
151
Trustmark National Bank Trust Department
Mississippi
$221K -$102K -2,200 -32%
AWM
152
Affinity Wealth Management
Delaware
$220K +$220K +4,734 New
Thrivent Financial for Lutherans
153
Thrivent Financial for Lutherans
Minnesota
$218K – – –
Cerity Partners
154
Cerity Partners
New York
$218K +$13.1K +282 +6%
WF
155
WoodTrust Financial
Wisconsin
$216K +$12.4K +266 +6%
KBC Group
156
KBC Group
Belgium
$216K +$216K +4,644 New
CFS
157
CRA Financial Services
New Jersey
$214K +$214K +4,608 New
HCA
158
Heck Capital Advisors
Wisconsin
$212K – – –
MA
159
MUFG Americas
New York
$210K -$93.3K -2,010 -31%
PA
160
Prism Advisors
California
$209K +$1.3K +28 +0.6%
CAG
161
Crestwood Advisors Group
Massachusetts
$204K – – –
ACG
162
Allen Capital Group
Nebraska
$202K +$202K +4,064 New
OC
163
Oppenheimer & Co
New York
$201K +$201K +4,320 New
WAM
164
Watermark Asset Management
California
$186K +$73.3K +1,578 +65%
SIAP
165
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$181K – – –
CFGS
166
Concourse Financial Group Securities
Alabama
$181K +$70.3K +1,512 +64%
TCOV
167
Trust Company of Vermont
Vermont
$178K +$7.43K +160 +4%
BWM
168
BerganKDV Wealth Management
Minnesota
$177K – – –
Fifth Third Bancorp
169
Fifth Third Bancorp
Ohio
$170K – – –
AWM
170
Aevitas Wealth Management
Massachusetts
$163K +$372 +8 +0.2%
WTC
171
WhitTier Trust Company
Nevada
$159K – – –
AF
172
Advisornet Financial
Minnesota
$158K +$62K +1,336 +65%
SFSG
173
Stearns Financial Services Group
North Carolina
$157K +$1.3K +28 +0.8%
LWA
174
Lowe Wealth Advisors
Maryland
$135K +$135K +2,900 New
TAIM
175
TD Ameritrade Investment Management
Nebraska
$129K +$129K +2,778 New
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