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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

292 hedge funds and large institutions have $773M invested in iShares MSCI KLD 400 Social ETF in 2020 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 114 increasing their positions, 74 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
-10
Holders Change %
-3.31%
% of All Funds
6.45%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
34
Increased
114
Reduced
74
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$79.4M
2
Bank of America
Bank of America
North Carolina
$96.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$36M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.84M
5
EB
Eastern Bank
Massachusetts
$2.64M

Top Sellers

1
Betterment LLC
Betterment LLC
New York
$54.9M
2
BlackRock
BlackRock
New York
$415K
3
Wells Fargo
Wells Fargo
California
$12.8M
4
WU
Wealthsimple US
New York
$444K
5
EAM
Erste Asset Management
Austria
$3.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
151
BlackRock
New York
$415K -$5.48M -112,538 -93%
WCWM
152
Willow Creek Wealth Management
California
$412K -$18K -370 -4%
CFGS
153
Concourse Financial Group Securities
Alabama
$412K +$30.7K +630 +8%
BS
154
Banco Santander
Spain
$390K +$390K +8,000 New
BRWA
155
B. Riley Wealth Advisors
Florida
$384K +$384K +7,870 New
PO
156
Private Ocean
California
$375K -$97 -2 -0%
VC
157
Vicus Capital
Pennsylvania
$367K +$59.7K +1,226 +19%
CA
158
Cetera Advisors
Colorado
$361K +$43.4K +892 +14%
CC
159
Callan Capital
California
$359K -$8.97K -184 -2%
MIA
160
MainStreet Investment Advisors
Illinois
$354K -$57.5K -1,180 -14%
MPWT
161
MassMutual Private Wealth & Trust
Connecticut
$354K -$57.5K -1,180 -14%
NEPPG
162
New England Professional Planning Group
Rhode Island
$350K – – –
CCA
163
Cobblestone Capital Advisors
New York
$348K – – –
PCG
164
Private Capital Group
Connecticut
$342K +$4.48K +92 +1%
TA
165
Tiedemann Advisors
New York
$336K -$51.4K -1,058 -13%
SA
166
Silversage Advisors
California
$322K +$126K +2,580 +64%
PCM
167
Pennsylvania Capital Management
Pennsylvania
$320K – – –
ACG
168
Allen Capital Group
Nebraska
$311K – – –
VA
169
Valmark Advisers
Ohio
$301K – – –
TI
170
Trexquant Investment
Connecticut
$295K +$295K +6,060 New
PA
171
Prism Advisors
California
$291K +$59.2K +1,218 +26%
CFG
172
Cooper Financial Group
California
$288K – – –
WDL
173
Well Done LLC
Michigan
$280K +$280K +5,758 New
FFG
174
Frisch Financial Group
New York
$277K +$974 +20 +0.4%
WAP
175
Wealthcare Advisory Partners
Pennsylvania
$276K +$25K +514 +10%
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7
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