DSI icon

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 %
AFG
176
Affinia Financial Group
Massachusetts
$271K +$271K +5,558 New
Cerity Partners
177
Cerity Partners
New York
$270K -$1.56K -32 -0.6%
BC
178
Bartlett & Co
Ohio
$269K +$269K +5,516 New
BCWM
179
Bartlett & Co Wealth Management
Ohio
$269K -$14.6K -300 -5%
TNBTD
180
Trustmark National Bank Trust Department
Mississippi
$265K – – –
AFA
181
Arlington Financial Advisors
California
$265K +$11.4K +234 +4%
TFS
182
TrustCore Financial Services
Tennessee
$263K +$29.7K +610 +13%
OC
183
Oppenheimer & Co
New York
$255K – – –
IWC
184
Integrated Wealth Concepts
Massachusetts
$250K +$250K +5,136 New
HPC
185
HM Payson & Co
Maine
$243K – – –
BCM
186
Blume Capital Management
California
$243K – – –
CAG
187
Crestwood Advisors Group
Massachusetts
$241K – – –
BWM
188
BerganKDV Wealth Management
Minnesota
$241K – – –
HA
189
Harborview Advisors
Maine
$240K -$1.75K -36 -0.7%
COF
190
Capital One Financial
Virginia
$237K +$237K +4,876 New
BIA
191
Bigelow Investment Advisors
Maine
$236K +$15.6K +320 +7%
TWM
192
Titus Wealth Management
California
$236K +$19.9K +408 +9%
FIA
193
Foundations Investment Advisors
Arizona
$234K +$234K +5,016 New
AWM
194
Aevitas Wealth Management
Massachusetts
$232K +$292 +6 +0.1%
PCM
195
Parsons Capital Management
Rhode Island
$231K -$3.42K -70 -1%
CG
196
Colony Group
Massachusetts
$230K – – –
FFN
197
Focus Financial Network
Minnesota
$229K +$33.7K +692 +17%
CFS
198
CRA Financial Services
New Jersey
$224K – – –
SPIA
199
Steward Partners Investment Advisory
New York
$217K +$4.09K +84 +2%
T. Rowe Price Associates
200
T. Rowe Price Associates
Maryland
$215K -$12.2K -250 -5%
6 7
8
9 10