DSI icon

iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

93 hedge funds and large institutions have $139M invested in iShares MSCI KLD 400 Social ETF in 2014 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
93
Holders Change
+14
Holders Change %
+17.72%
% of All Funds
2.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
30
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$9.68M
2
Goldman Sachs
2
Goldman Sachs
New York
$14.5M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.57M
4
Jane Street
4
Jane Street
New York
$2.28M
5
TAM
5
Trillium Asset Management
Massachusetts
$3.09M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
RNS
2
Robert N. Shapiro
$1.68M
3
Barclays
3
Barclays
United Kingdom
$47K
4
MFP
4
Mosaic Financial Partners
California
$0
5
V
5
Veritable
Delaware
$286K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$15.6M 203,255 +21,806 +12%
Goldman Sachs
2
Goldman Sachs
New York
$14.5M 189,368 +52,356 +38%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$11.4M 149,124 +5,435 +4%
UBS Group
4
UBS Group
Switzerland
$9.68M 126,369 +126,369 New
SB
5
Suntrust Banks
Georgia
$9.09M 118,638 – –
BG
6
Bahl & Gaynor
Ohio
$8.38M 109,416 -435 -0.4%
Morgan Stanley
7
Morgan Stanley
New York
$4.83M 63,022 +505 +0.8%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$4.36M 56,865 +15,186 +36%
Wells Fargo
9
Wells Fargo
California
$3.87M 50,498 +572 +1%
GC
10
Gibson Capital
Pennsylvania
$3.82M 49,992 +1,138 +2%
JPMPWA
11
J.P. Morgan Private Wealth Advisors
California
$3.75M 48,922 +1,495 +3%
PA
12
Paracle Advisors
Washington
$3.66M 47,753 -1,639 -3%
US Bancorp
13
US Bancorp
Minnesota
$3.13M 40,850 +141 +0.3%
TAM
14
Trillium Asset Management
Massachusetts
$3.09M 40,308 +25,650 +175%
Citadel Advisors
15
Citadel Advisors
Florida
$2.57M 33,524 +33,524 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$2.55M 33,256 +6,696 +25%
LPL Financial
17
LPL Financial
California
$2.3M 30,075 +2,858 +11%
Jane Street
18
Jane Street
New York
$2.28M 29,782 +29,782 New
BIM
19
BlackRock Investment Management
Delaware
$1.74M 22,668 +22,668 New
RC
20
RegentAtlantic Capital
New Jersey
$1.71M 22,266 +981 +5%
RNS
21
Robert N. Shapiro
$1.68M 21,900 -19,658 -47%
Ameriprise
22
Ameriprise
Minnesota
$1.41M 18,415 +2,016 +12%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$1.13M 14,750 – –
BSWM
24
Boston Standard Wealth Management
Massachusetts
$1.07M 14,287 +14,287 New
Mariner
25
Mariner
Kansas
$1.05M 13,708 -342 -2%
1
2 3 4