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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 %
TWM
201
Titus Wealth Management
California
$286K +$472 +8 +0.2%
SFS
202
Sowell Financial Services
Arkansas
$277K +$51.3K +870 +23%
PCM
203
Parsons Capital Management
Rhode Island
$276K -$3.19K -54 -1%
FFA
204
First Foundation Advisors
California
$274K +$29.7K +504 +12%
CFS
205
CRA Financial Services
New Jersey
$272K – – –
SPIA
206
Steward Partners Investment Advisory
New York
$271K +$7.9K +134 +3%
G
207
GenTrust
Florida
$267K +$267K +4,520 New
EI
208
Ethic Inc
New York
$264K +$264K +4,480 New
Prudential Financial
209
Prudential Financial
New Jersey
$261K +$261K +4,420 New
T. Rowe Price Associates
210
T. Rowe Price Associates
Maryland
$260K – – –
LWA
211
Lowe Wealth Advisors
Maryland
$258K – – –
AF
212
Advisornet Financial
Minnesota
$256K +$6.37K +108 +3%
GAM
213
Gould Asset Management
California
$255K – – –
ZAM
214
Zevin Asset Management
Massachusetts
$255K – – –
SA
215
Silversage Advisors
California
$251K -$161K -2,580 -39%
PCA
216
Personal Capital Advisors
California
$250K -$19.3M -327,968 -99%
WF
217
WoodTrust Financial
Wisconsin
$250K -$1.3K -22 -0.5%
VWA
218
VERITY Wealth Advisors
United States
$249K – – –
EFSCE
219
Enterprise Financial Services Corp (EFSC)
Missouri
$244K – – –
HBT
220
Hills Bank & Trust
Iowa
$242K +$242K +4,100 New
LRIA
221
Leonard Rickey Investment Advisors
Washington
$241K +$241K +4,080 New
LWA
222
Lenox Wealth Advisors
New York
$235K +$3.31K +56 +1%
Rockefeller Capital Management
223
Rockefeller Capital Management
New York
$234K +$92.1K +1,556 +65%
AIP
224
Ameritas Investment Partners
Nebraska
$232K +$1.65K +28 +0.7%
SIAP
225
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$230K – – –
7 8
9
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