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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

224 hedge funds and large institutions have $526M invested in iShares MSCI KLD 400 Social ETF in 2018 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 88 increasing their positions, 43 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+19
Holders Change %
+9.27%
% of All Funds
5.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
35
Increased
88
Reduced
43
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
William Blair & Company
William Blair & Company
Illinois
$21.6M
2
FA
Forefront Analytics
Pennsylvania
$9.43M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$47.8M
4
Betterment LLC
Betterment LLC
New York
$45.5M
5
Morgan Stanley
Morgan Stanley
New York
$29.8M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$28.1M
2
BP
Ballentine Partners
Massachusetts
$0
3
CWM
Cornerstone Wealth Management
Missouri
$5.18M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$633K
5
TRCT
Tower Research Capital (TRC)
New York
$859K
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
201
American Portfolios Advisors
New York
$25.1K +$1.5K +28 +6%
MIFH
202
Migdal Insurance & Financial Holdings
Israel
$25K – – –
ATC
203
Adirondack Trust Company
New York
$23K – – –
CAM
204
Close Asset Management
United Kingdom
$23K +$23K +424 New
PG
205
Patten Group
Tennessee
$21K – – –
BWP
206
Baldwin Wealth Partners
Massachusetts
$21K – – –
Fidelity Investments
207
Fidelity Investments
Massachusetts
$16K +$16K +294 New
MFT
208
Moisand Fitzgerald Tamayo
Florida
$15K – – –
CFD
209
Creative Financial Designs
Indiana
$15K +$10.7K +200 +250%
PFGIA
210
Patriot Financial Group Insurance Agency
Massachusetts
$12K +$12K +220 New
GP
211
Girard Partners
Pennsylvania
$12K +$12K +238 New
PA
212
Parallel Advisors
California
$11K – – –
SWP
213
Strategic Wealth Partners
Ohio
$10K – – –
RFA
214
Reilly Financial Advisors
California
$8K – – –
TC
215
Truvestments Capital
Florida
$8K +$8K +150 New
SSB
216
Sandy Spring Bank
Maryland
$7K – – –
CAC
217
Certified Advisory Corp
Florida
$7K – – –
SCM
218
Southport Capital Management
Tennessee
$7K +$7K +140 New
DOA
219
D'Orazio & Associates
Virginia
$5K +$5K +92 New
GI
220
Gradient Investments
Minnesota
$4K -$568K -11,654 -99%
AWM
221
Avondale Wealth Management
Texas
$4K – – –
IF
222
Ironwood Financial
Arizona
$2K – – –
ADL
223
Asset Dedication LLC
California
$2K +$2K +30 New
BP
224
Ballentine Partners
Massachusetts
– -$2.12M -41,902 Closed
Susquehanna International Group
225
Susquehanna International Group
Pennsylvania
– -$561K -11,106 Closed
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9
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