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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 %
PA
176
Prism Advisors
California
$367K +$13.6K +230 +4%
FIA
177
Foundations Investment Advisors
Arizona
$367K +$66.8K +1,116 +22%
VA
178
Valmark Advisers
Ohio
$365K – – –
CFG
179
Cooper Financial Group
California
$358K +$8.86K +150 +3%
CAN
180
Claraphi Advisory Network
United States
$353K +$212K +3,582 +150%
RIA
181
Regal Investment Advisors
Michigan
$346K +$346K +5,870 New
WDL
182
Well Done LLC
Michigan
$340K – – –
FFG
183
Frisch Financial Group
New York
$339K +$2.95K +50 +0.9%
Cerity Partners
184
Cerity Partners
New York
$338K +$10.6K +180 +3%
Janney Montgomery Scott
185
Janney Montgomery Scott
Pennsylvania
$333K +$82.1K +1,390 +33%
VC
186
Vicus Capital
Pennsylvania
$332K -$113K -1,914 -25%
BCWM
187
Bartlett & Co Wealth Management
Ohio
$325K – – –
BC
188
Bartlett & Co
Ohio
$325K – – –
DADC
189
D.A. Davidson & Co
Montana
$313K +$313K +5,302 New
OC
190
Oppenheimer & Co
New York
$309K – – –
TW
191
Transform Wealth
Colorado
$307K +$307K +5,206 New
AFG
192
Affinia Financial Group
Massachusetts
$305K -$23.4K -396 -7%
CAS
193
Cascadia Advisory Services
Oregon
$305K +$305K +5,176 New
BIA
194
Bigelow Investment Advisors
Maine
$304K +$18.9K +320 +7%
BCM
195
Blume Capital Management
California
$295K – – –
IFWM
196
Institute for Wealth Management
Colorado
$295K +$295K +4,996 New
HPC
197
HM Payson & Co
Maine
$294K – – –
CAG
198
Crestwood Advisors Group
Massachusetts
$293K – – –
HA
199
Harborview Advisors
Maine
$288K -$2.83K -48 -1%
COF
200
Capital One Financial
Virginia
$288K – – –
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