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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

302 hedge funds and large institutions have $895M invested in iShares MSCI KLD 400 Social ETF in 2019 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 126 increasing their positions, 55 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+34
Holders Change %
+12.69%
% of All Funds
5.96%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
51
Increased
126
Reduced
55
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$102M
2
Betterment LLC
2
Betterment LLC
New York
$79.3M
3
Truist Financial
3
Truist Financial
North Carolina
$10.6M
4
Wells Fargo
4
Wells Fargo
California
$21.2M
5
BlackRock
5
BlackRock
New York
$7.27M

Top Sellers

1
FHA
1
First Horizon Advisors
Tennessee
$4.53M
2
Goldman Sachs
2
Goldman Sachs
New York
$25.9M
3
CCM
3
Cribstone Capital Management
Maine
$2.02M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.75M
5
PA
5
Paracle Advisors
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
151
Cornerstone Wealth Management
Missouri
$451K -$431K -7,174 -49%
JGUA
152
John G. Ullman & Associates
New York
$444K – – –
NCM
153
Neumann Capital Management
California
$444K – – –
KBC Group
154
KBC Group
Belgium
$441K +$258K +4,300 +141%
CCA
155
Cobblestone Capital Advisors
New York
$429K -$18K -300 -4%
FHA
156
Flagship Harbor Advisors
Massachusetts
$427K +$126K +2,088 +42%
PCG
157
Private Capital Group
Connecticut
$416K -$4.92K -82 -1%
PCM
158
Pennsylvania Capital Management
Pennsylvania
$409K +$409K +6,812 New
CA
159
Cetera Advisors
Colorado
$393K -$59.8K -994 -13%
NEPPG
160
New England Professional Planning Group
Rhode Island
$389K +$389K +6,488 New
TRCT
161
Tower Research Capital (TRC)
New York
$385K +$359K +5,978 +1,377%
GAM
162
Gould Asset Management
California
$384K – – –
ACG
163
Allen Capital Group
Nebraska
$383K +$85.9K +1,432 +29%
VC
164
Vicus Capital
Pennsylvania
$379K +$20.2K +336 +6%
VA
165
Valmark Advisers
Ohio
$371K – – –
CIBC World Market
166
CIBC World Market
Ontario, Canada
$367K – – –
WP
167
WealthSource Partners
California
$361K +$361K +6,004 New
CFG
168
Cooper Financial Group
California
$355K – – –
BCWM
169
Bartlett & Co Wealth Management
Ohio
$349K – – –
FFG
170
Frisch Financial Group
New York
$341K +$2.53K +42 +0.7%
WLIM
171
White Lighthouse Investment Management
Massachusetts
$337K +$2.76K +46 +0.8%
Cerity Partners
172
Cerity Partners
New York
$336K – – –
CAAS
173
Capital Asset Advisory Services
Michigan
$333K +$333K +5,270 New
BWP
174
BSW Wealth Partners
Colorado
$328K +$120 +2 +0%
TNBTD
175
Trustmark National Bank Trust Department
Mississippi
$327K – – –
5 6
7
8 9