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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
Bank of America
North Carolina
$102M
2
Betterment LLC
Betterment LLC
New York
$79.3M
3
Truist Financial
Truist Financial
North Carolina
$10.6M
4
Wells Fargo
Wells Fargo
California
$21.2M
5
BlackRock
BlackRock
New York
$7.27M

Top Sellers

1
FHA
First Horizon Advisors
Tennessee
$4.53M
2
Goldman Sachs
Goldman Sachs
New York
$25.9M
3
CCM
Cribstone Capital Management
Maine
$2.02M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.75M
5
PA
Paracle Advisors
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
201
Steward Partners Investment Advisory
New York
$263K +$39.6K +660 +18%
LWA
202
Lowe Wealth Advisors
Maryland
$262K +$60K +1,000 +30%
WF
203
WoodTrust Financial
Wisconsin
$254K -$7.09K -118 -3%
VWA
204
VERITY Wealth Advisors
United States
$254K – – –
AF
205
Advisornet Financial
Minnesota
$254K +$961 +16 +0.4%
GWM
206
Greenwich Wealth Management
Connecticut
$252K – – –
TCOV
207
Trust Company of Vermont
Vermont
$252K +$12K +200 +5%
FFA
208
First Foundation Advisors
California
$249K -$95.5K -1,588 -28%
Comerica Bank
209
Comerica Bank
Texas
$249K – – –
EFSCE
210
Enterprise Financial Services Corp (EFSC)
Missouri
$249K – – –
HBT
211
Hills Bank & Trust
Iowa
$246K – – –
LRIA
212
Leonard Rickey Investment Advisors
Washington
$243K – – –
SFS
213
Sowell Financial Services
Arkansas
$242K +$360 +6 +0.1%
SA
214
Silversage Advisors
California
$242K +$242K +4,030 New
EFL
215
ERn Financial LLC
Wisconsin
$241K -$8.05K -134 -3%
FFN
216
Focus Financial Network
Minnesota
$240K -$1.2K -20 -0.5%
CSM
217
CAMG Solamere Management
North Carolina
$239K – – –
TIA
218
Traphagen Investment Advisors
New Jersey
$237K -$18K -300 -7%
SFA
219
Sequoia Financial Advisors
Ohio
$235K – – –
LWA
220
Lenox Wealth Advisors
New York
$235K +$193K +3,218 +460%
SIAP
221
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$234K – – –
HCA
222
Heck Capital Advisors
Wisconsin
$230K +$13.6K +226 +6%
EDRIA
223
Edmonds Duncan Registered Investment Advisors
Kansas
$229K +$3.61K +60 +2%
PA
224
Parkside Advisors
California
$229K +$229K +3,808 New
GDP
225
Great Diamond Partners
Maine
$228K +$228K +3,808 New
7 8
9
10 11