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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

268 hedge funds and large institutions have $732M invested in iShares MSCI KLD 400 Social ETF in 2019 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 101 increasing their positions, 67 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
+9
Holders Change %
+3.47%
% of All Funds
5.89%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
24
Increased
101
Reduced
67
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FHA
1
First Horizon Advisors
Tennessee
$8.1M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$22.4M
3
EAM
3
Erste Asset Management
Austria
$7.69M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$74.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$50.8M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$27.1M
2
American Century Companies
2
American Century Companies
Missouri
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$294K
4
FWM
4
Frontier Wealth Management
Missouri
$6.29M
5
CCM
5
Cribstone Capital Management
Maine
$2.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
151
Concourse Financial Group Securities
Alabama
$351K -$66.9K -1,206 -16%
VA
152
Valmark Advisers
Ohio
$343K +$20K +360 +6%
CIBC World Market
153
CIBC World Market
Ontario, Canada
$339K +$67.7K +1,220 +25%
VC
154
Vicus Capital
Pennsylvania
$332K +$52K +936 +19%
NP
155
NorthRock Partners
Minnesota
$332K +$332K +5,984 New
CFG
156
Cooper Financial Group
California
$328K – – –
BC
157
Bartlett & Co
Ohio
$323K +$323K +5,816 New
BCWM
158
Bartlett & Co Wealth Management
Ohio
$323K +$323K +5,816 New
CG
159
Colony Group
Massachusetts
$320K -$4.88K -88 -2%
FFA
160
First Foundation Advisors
California
$318K -$33.3K -600 -9%
FFG
161
Frisch Financial Group
New York
$312K +$312K +5,628 New
Cerity Partners
162
Cerity Partners
New York
$310K +$49.4K +890 +19%
WLIM
163
White Lighthouse Investment Management
Massachusetts
$309K – – –
BWP
164
BSW Wealth Partners
Colorado
$303K – – –
TNBTD
165
Trustmark National Bank Trust Department
Mississippi
$302K +$38.1K +688 +14%
Citadel Advisors
166
Citadel Advisors
Florida
$294K -$2.51M -45,262 -90%
OC
167
Oppenheimer & Co
New York
$291K – – –
WAP
168
Wealthcare Advisory Partners
Pennsylvania
$283K – – –
Fiera Capital (Canada)
169
Fiera Capital (Canada)
Quebec, Canada
$281K – – –
SFSG
170
Stearns Financial Services Group
North Carolina
$279K -$5.98K -108 -2%
FHA
171
Flagship Harbor Advisors
Massachusetts
$278K -$66.8K -1,206 -19%
BCM
172
Blume Capital Management
California
$276K – – –
HPC
173
HM Payson & Co
Maine
$276K – – –
CAG
174
Crestwood Advisors Group
Massachusetts
$275K – – –
HA
175
Harborview Advisors
Maine
$273K -$22.2K -400 -8%
5 6
7
8 9