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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

118 hedge funds and large institutions have $215M invested in iShares MSCI KLD 400 Social ETF in 2016 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 29 reducing their positions, and 8 closing their positions.

Holders
118
Holders Change
–
Holders Change %
0%
% of All Funds
3.15%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
38
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$34.2M
2
Wells Fargo
2
Wells Fargo
California
$7.74M
3
UBS Group
3
UBS Group
Switzerland
$18.1M
4
AG
4
Advisor Group
Arizona
$1.34M
5
FIG
5
FundX Investment Group
California
$1.25M

Top Sellers

1
WIM
1
Waverton Investment Management
United Kingdom
$0
2
LPL Financial
2
LPL Financial
California
$2.66M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
BAAM
4
Baker Avenue Asset Management
California
$667K
5
AIG
5
American International Group
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$34.2M 442,358 +65,932 +18%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$19.6M 253,042 -7,658 -3%
Goldman Sachs
3
Goldman Sachs
New York
$18.7M 242,076 +311 +0.1%
UBS Group
4
UBS Group
Switzerland
$18.1M 233,947 +17,542 +8%
BC
5
Brinker Capital
Pennsylvania
$12.8M 164,937 +1,461 +0.9%
SB
6
Suntrust Banks
Georgia
$10.8M 140,110 – –
Morgan Stanley
7
Morgan Stanley
New York
$9.32M 120,487 +9,446 +9%
Wells Fargo
8
Wells Fargo
California
$7.74M 100,073 +18,481 +23%
JPMPWA
9
J.P. Morgan Private Wealth Advisors
California
$6.5M 83,979 +4,378 +5%
US Bancorp
10
US Bancorp
Minnesota
$4.3M 55,575 +1,668 +3%
TAM
11
Trillium Asset Management
Massachusetts
$3.51M 45,399 +9,945 +28%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$3.08M 39,764 -246 -0.6%
PA
13
Paracle Advisors
Washington
$2.88M 37,208 -3,590 -9%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.83M 36,582 -1,767 -5%
BG
15
Bahl & Gaynor
Ohio
$2.74M 35,366 +4,666 +15%
LPL Financial
16
LPL Financial
California
$2.66M 34,383 -30,346 -47%
GC
17
Gibson Capital
Pennsylvania
$2.64M 34,149 -408 -1%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.14M 27,650 -804 -3%
SBL
19
Sargent Bickham Lagudis
Colorado
$1.92M 24,866 -10 -0%
JFGIW
20
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.89M 24,412 +488 +2%
EA
21
Efficient Advisors
Ohio
$1.88M 24,294 -528 -2%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$1.87M 24,157 – –
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$1.86M 24,086 +6,857 +40%
RC
24
RegentAtlantic Capital
New Jersey
$1.41M 18,230 – –
MCM
25
Manchester Capital Management
Vermont
$1.41M 18,210 – –
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