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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 %
EH
176
Equitable Holdings
New York
$320K +$320K +5,332 New
TW
177
Transform Wealth
Colorado
$318K +$318K +5,290 New
IRC
178
Investors Research Corp
Georgia
$317K +$108K +1,792 +52%
OC
179
Oppenheimer & Co
New York
$315K – – –
AFA
180
Arlington Financial Advisors
California
$313K +$313K +5,204 New
WAP
181
Wealthcare Advisory Partners
Pennsylvania
$310K +$3.6K +60 +1%
Janney Montgomery Scott
182
Janney Montgomery Scott
Pennsylvania
$308K +$27.5K +458 +10%
SFSG
183
Stearns Financial Services Group
North Carolina
$305K +$2.4K +40 +0.8%
Fiera Capital (Canada)
184
Fiera Capital (Canada)
Quebec, Canada
$304K – – –
HPC
185
HM Payson & Co
Maine
$299K – – –
BCM
186
Blume Capital Management
California
$299K – – –
HA
187
Harborview Advisors
Maine
$299K +$2.65K +44 +0.9%
CAG
188
Crestwood Advisors Group
Massachusetts
$298K – – –
BWM
189
BerganKDV Wealth Management
Minnesota
$298K +$68.8K +1,144 +30%
CONA
190
Capital One National Association
New York
$293K +$293K +4,876 New
PCM
191
Parsons Capital Management
Rhode Island
$289K +$2.41K +40 +0.8%
TFS
192
TrustCore Financial Services
Tennessee
$288K +$13.3K +222 +5%
PA
193
Prism Advisors
California
$286K -$3K -50 -1%
AWM
194
Aevitas Wealth Management
Massachusetts
$286K +$8.16K +136 +3%
CG
195
Colony Group
Massachusetts
$283K -$63.2K -1,052 -18%
T. Rowe Price Associates
196
T. Rowe Price Associates
Maryland
$280K -$4.21K -70 -1%
CFS
197
CRA Financial Services
New Jersey
$277K – – –
BIA
198
Bigelow Investment Advisors
Maine
$271K – – –
TWM
199
Titus Wealth Management
California
$266K -$27.6K -460 -9%
DADC
200
D.A. Davidson & Co
Montana
$263K +$4.81K +80 +2%
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8
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