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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

247 hedge funds and large institutions have $623M invested in iShares MSCI KLD 400 Social ETF in 2019 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 100 increasing their positions, 52 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+12
Holders Change %
+5.11%
% of All Funds
5.35%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
34
Increased
100
Reduced
52
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$29.1M
2
Betterment LLC
Betterment LLC
New York
$52.6M
3
Morgan Stanley
Morgan Stanley
New York
$37.1M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$62.5M
5
Creative Planning
Creative Planning
Kansas
$7.99M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$68.8M
2
TAM
Trillium Asset Management
Massachusetts
$2.35M
3
BlackRock
BlackRock
New York
$174K
4
William Blair & Company
William Blair & Company
Illinois
$9.91M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$4.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFN
176
Focus Financial Network
Minnesota
$213K +$213K +4,032 New
MA
177
MUFG Americas
New York
$212K -$26.3K -500 -11%
CSM
178
CAMG Solamere Management
North Carolina
$209K +$209K +3,980 New
PPA
179
Parametric Portfolio Associates
Washington
$207K -$448K -8,518 -68%
SFA
180
Sequoia Financial Advisors
Ohio
$207K +$207K +3,918 New
SIAP
181
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$206K – – –
TCOV
182
Trust Company of Vermont
Vermont
$205K +$2.33K +44 +1%
PCM
183
Parsons Capital Management
Rhode Island
$205K +$205K +3,886 New
BIA
184
Bigelow Investment Advisors
Maine
$204K +$204K +3,860 New
MFW
185
Meristem Family Wealth
Minnesota
$204K +$204K +3,864 New
BWM
186
BerganKDV Wealth Management
Minnesota
$201K – – –
ST
187
Smithfield Trust
Pennsylvania
$200K -$1.39M -26,460 -87%
Fifth Third Bancorp
188
Fifth Third Bancorp
Ohio
$183K -$9.69K -184 -5%
WTC
189
WhitTier Trust Company
Nevada
$180K – – –
TAIM
190
TD Ameritrade Investment Management
Nebraska
$179K +$32.7K +622 +22%
AF
191
Advisornet Financial
Minnesota
$176K -$3.8K -72 -2%
BlackRock
192
BlackRock
New York
$174K -$13.9M -264,296 -99%
TFS
193
TrustCore Financial Services
Tennessee
$172K +$172K +3,256 New
LWA
194
Lowe Wealth Advisors
Maryland
$152K – – –
BBA
195
Braun-Bostich & Associates
Pennsylvania
$142K – – –
AA
196
Advisory Alpha
Michigan
$140K +$140K +2,630 New
JFA
197
JNBA Financial Advisors
Minnesota
$140K – – –
HR
198
Howe & Rusling
New York
$128K -$12.6K -240 -9%
WCG
199
Weaver Consulting Group
California
$123K +$123K +2,280 New
FWM
200
Focused Wealth Management
New York
$122K +$2.32K +44 +2%
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8
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