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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

310 hedge funds and large institutions have $955M invested in iShares MSCI KLD 400 Social ETF in 2020 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 125 increasing their positions, 71 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
+18
Holders Change %
+6.16%
% of All Funds
6.37%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
37
Increased
125
Reduced
71
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$116M
2
SW
SVB Wealth
Massachusetts
$11.4M
3
Betterment LLC
Betterment LLC
New York
$75.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$50.8M
5
Truist Financial
Truist Financial
North Carolina
$16.1M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$9.41M
2
PCA
Personal Capital Advisors
California
$250K
3
Bank of America
Bank of America
North Carolina
$103M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.95M
5
AIC
Ameritas Investment Company
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
151
BlackRock
New York
$510K +$8.02K +136 +2%
PAS
152
Partnervest Advisory Services
California
$509K -$50.6K -858 -9%
WWM
153
Western Wealth Management
Colorado
$509K -$20.2K -342 -4%
AIM
154
Acropolis Investment Management
Missouri
$509K – – –
WCWM
155
Willow Creek Wealth Management
California
$499K -$945 -16 -0.2%
MA
156
Mutual Advisors
Nebraska
$499K +$499K +8,460 New
CA
157
Cetera Advisors
Colorado
$487K +$48.9K +828 +11%
MW
158
Marcum Wealth
Ohio
$480K +$480K +8,140 New
BS
159
Banco Santander
Spain
$472K – – –
Franklin Resources
160
Franklin Resources
California
$466K -$76.8K -1,230 -14%
BRWA
161
B. Riley Wealth Advisors
Florida
$466K +$1.3K +22 +0.3%
PO
162
Private Ocean
California
$455K – – –
TFS
163
TrustCore Financial Services
Tennessee
$437K +$118K +1,998 +37%
WAP
164
Wealthcare Advisory Partners
Pennsylvania
$431K +$96.3K +1,632 +29%
TNBTD
165
Trustmark National Bank Trust Department
Mississippi
$430K +$109K +1,844 +34%
CCA
166
Cobblestone Capital Advisors
New York
$421K – – –
AWM
167
Aevitas Wealth Management
Massachusetts
$421K +$139K +2,358 +49%
TI
168
Trexquant Investment
Connecticut
$419K +$61.2K +1,036 +17%
PCG
169
Private Capital Group
Connecticut
$414K -$1.3K -22 -0.3%
TA
170
Tiedemann Advisors
New York
$408K – – –
AFA
171
Arlington Financial Advisors
California
$394K +$73.4K +1,246 +23%
FFN
172
Focus Financial Network
Minnesota
$386K +$109K +1,852 +39%
ACG
173
Allen Capital Group
Nebraska
$377K – – –
CC
174
Callan Capital
California
$375K -$60.3K -1,020 -14%
WU
175
Wealthsimple US
New York
$373K -$164K -2,786 -31%
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