DSI icon

iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

70 hedge funds and large institutions have $85.7M invested in iShares MSCI KLD 400 Social ETF in 2013 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 12 reducing their positions, and 3 closing their positions.

Holders
70
Holders Change
+2
Holders Change %
+2.94%
% of All Funds
2.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
24
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.82M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.43M
3
VKH
3
Virtu KCG Holdings
New York
$940K
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$1.63M
5
LPL Financial
5
LPL Financial
California
$1.13M

Top Sellers

1
TH
1
Timber Hill
Connecticut
$0
2
BCIM
2
British Columbia Investment Management
British Columbia, Canada
$1.57M
3
SB
3
Suntrust Banks
Georgia
$8.66M
4
DBT
4
Dubuque Bank & Trust
Iowa
$0
5
Northern Trust
5
Northern Trust
Illinois
$6.26M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$9.73M 154,574 +5,193 +3%
SB
2
Suntrust Banks
Georgia
$8.66M 137,575 -11,907 -8%
Northern Trust
3
Northern Trust
Illinois
$6.26M 99,355 -7,952 -7%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$5.2M 82,486 +1,291 +2%
Goldman Sachs
5
Goldman Sachs
New York
$5.02M 79,730 -7,702 -9%
BP
6
Ballentine Partners
Massachusetts
$4.41M 69,961 – –
U
7
UBS
Switzerland
$3.95M 62,762 +4,459 +8%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.82M 60,701 +47,640 +365%
GC
9
Gibson Capital
Pennsylvania
$3.21M 50,987 -7,339 -13%
RNS
10
Robert N. Shapiro
$2.62M 41,558 – –
US Bancorp
11
US Bancorp
Minnesota
$2.59M 41,145 – –
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$2.43M 38,591 +38,591 New
Morgan Stanley
13
Morgan Stanley
New York
$2.03M 32,199 +2,266 +8%
JPMPWA
14
J.P. Morgan Private Wealth Advisors
California
$1.63M 25,800 +12,700 +97%
BCIM
15
British Columbia Investment Management
British Columbia, Canada
$1.57M 25,000 -12,000 -32%
RC
16
RegentAtlantic Capital
New Jersey
$1.36M 21,608 +4,532 +27%
KFS
17
KMS Financial Services
Washington
$1.27M 20,105 +2,860 +17%
LPL Financial
18
LPL Financial
California
$1.13M 17,656 +7,895 +81%
P
19
Pitcairn
Pennsylvania
$971K 15,413 – –
Wells Fargo
20
Wells Fargo
California
$965K 15,328 -38 -0.2%
VKH
21
Virtu KCG Holdings
New York
$940K 14,928 +14,928 New
MWAM
22
Mariner Wealth Advisors (Madison)
Kansas
$821K 13,035 -344 -3%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$806K 12,800 – –
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$799K 12,691 +1,982 +19%
JMFC
25
J.M. Forbes & Co
Massachusetts
$764K 12,142 -6,940 -36%
1
2 3