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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

247 hedge funds and large institutions have $623M invested in iShares MSCI KLD 400 Social ETF in 2019 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 100 increasing their positions, 52 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+12
Holders Change %
+5.11%
% of All Funds
5.35%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
34
Increased
100
Reduced
52
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$29.1M
2
Betterment LLC
Betterment LLC
New York
$52.6M
3
Morgan Stanley
Morgan Stanley
New York
$37.1M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$62.5M
5
Creative Planning
Creative Planning
Kansas
$7.99M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$68.8M
2
TAM
Trillium Asset Management
Massachusetts
$2.35M
3
BlackRock
BlackRock
New York
$174K
4
William Blair & Company
William Blair & Company
Illinois
$9.91M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$4.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
151
Gould Asset Management
California
$274K – – –
T. Rowe Price Associates
152
T. Rowe Price Associates
Maryland
$273K -$40.6K -770 -13%
SFSG
153
Stearns Financial Services Group
North Carolina
$273K +$94.8K +1,800 +53%
Fiera Capital (Canada)
154
Fiera Capital (Canada)
Quebec, Canada
$267K -$600K -11,380 -69%
WAP
155
Wealthcare Advisory Partners
Pennsylvania
$266K +$129K +2,440 +94%
LRIA
156
Leonard Rickey Investment Advisors
Washington
$263K -$33.8K -640 -11%
BCM
157
Blume Capital Management
California
$263K – – –
COI
158
Capital One Investing
Virginia
$257K +$257K +4,876 New
OC
159
Oppenheimer & Co
New York
$254K +$26.3K +500 +12%
OAM
160
Occidental Asset Management
California
$253K – – –
TNBTD
161
Trustmark National Bank Trust Department
Mississippi
$251K – – –
PA
162
Prism Advisors
California
$250K +$13.5K +256 +6%
Cerity Partners
163
Cerity Partners
New York
$248K – – –
CFS
164
CRA Financial Services
New Jersey
$243K – – –
CAG
165
Crestwood Advisors Group
Massachusetts
$232K – – –
WF
166
WoodTrust Financial
Wisconsin
$229K -$16.2K -308 -7%
EFL
167
ERn Financial LLC
Wisconsin
$226K +$226K +4,178 New
VWA
168
VERITY Wealth Advisors
United States
$223K +$223K +4,224 New
GWM
169
Greenwich Wealth Management
Connecticut
$221K -$195K -3,702 -47%
AWM
170
Aevitas Wealth Management
Massachusetts
$221K +$36.4K +692 +20%
EFSCE
171
Enterprise Financial Services Corp (EFSC)
Missouri
$220K +$220K +4,164 New
Comerica Bank
172
Comerica Bank
Texas
$218K +$218K +4,040 New
DADC
173
D.A. Davidson & Co
Montana
$216K +$216K +4,088 New
HBT
174
Hills Bank & Trust
Iowa
$216K +$216K +4,100 New
ACG
175
Allen Capital Group
Nebraska
$214K – – –
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