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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

235 hedge funds and large institutions have $551M invested in iShares MSCI KLD 400 Social ETF in 2018 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 90 increasing their positions, 48 reducing their positions, and 29 closing their positions.

Holders
235
Holders Change
+11
Holders Change %
+4.91%
% of All Funds
5.24%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
43
Increased
90
Reduced
48
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$101M
2
TAM
2
Trillium Asset Management
Massachusetts
$14.5M
3
BlackRock
3
BlackRock
New York
$12.4M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$51.4M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$5.21M

Top Sellers

1
CWM
1
Cornerstone Wealth Management
Missouri
$584K
2
FA
2
Forefront Analytics
Pennsylvania
$0
3
UBS Group
3
UBS Group
Switzerland
$17.2M
4
RA
4
Rational Advisors
New York
$0
5
TCM
5
Tuttle Capital Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BBA
176
Braun-Bostich & Associates
Pennsylvania
$125K 1,348 – –
HR
177
Howe & Rusling
New York
$124K 1,335 -50 -4%
JFA
178
JNBA Financial Advisors
Minnesota
$123K 1,326 +1,326 New
WAP
179
Wealthcare Advisory Partners
Pennsylvania
$121K 1,299 -200 -13%
KCM
180
Karp Capital Management
California
$115K 1,240 +1,240 New
CC
181
Claybrook Capital
Massachusetts
$109K 1,174 +1,174 New
WDL
182
Well Done LLC
Michigan
$109K 1,174 +1,174 New
FWM
183
Focused Wealth Management
New York
$105K 1,134 +143 +14%
FDCDDQ
184
Federation des caisses Desjardins du Quebec
Quebec, Canada
$103K 1,103 – –
PAI
185
Pittenger & Anderson Inc
Nebraska
$96K 1,033 -75 -7%
NFG
186
Next Financial Group
Texas
$93K 998 +998 New
GWM
187
Geneos Wealth Management
Colorado
$92K 1,007 +200 +25%
CT
188
Clearstead Trust
Maine
$76K 814 -71 -8%
Bessemer Group
189
Bessemer Group
New Jersey
$76K 822 – –
RFWA
190
RPg Family Wealth Advisory
Massachusetts
$74.8K 804 – –
WIM
191
Westside Investment Management
California
$74.4K 800 +800 New
AWM
192
AllSquare Wealth Management
New York
$71K 760 -117 -13%
LWM
193
Liberty Wealth Management
California
$71K 771 +771 New
FHB
194
First Hawaiian Bank
Hawaii
$69K 738 – –
FANJ
195
Financial Architects (New Jersey)
New Jersey
$68K 728 – –
TCM
196
TD Capital Management
Tennessee
$66K 712 -5 -0.7%
IA
197
IFP Advisors
Florida
$64K 693 -640 -48%
LWA
198
Lenox Wealth Advisors
New York
$62K 664 +3 +0.5%
ESB
199
Essex Savings Bank
Connecticut
$57K 611 +611 New
LNB
200
Ledyard National Bank
$56K 600 – –
6 7
8
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