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iShares MSCI KLD 400 Social ETF
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Overview Fund Activity

247 hedge funds and large institutions have $623M invested in iShares MSCI KLD 400 Social ETF in 2019 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 100 increasing their positions, 52 reducing their positions, and 18 closing their positions.

Holders
247
Holders Change
+12
Holders Change %
+5.11%
% of All Funds
5.35%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
34
Increased
100
Reduced
52
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$29.1M
2
Betterment LLC
2
Betterment LLC
New York
$52.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$37.1M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$62.5M
5
Creative Planning
5
Creative Planning
Kansas
$7.99M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$68.8M
2
TAM
2
Trillium Asset Management
Massachusetts
$2.35M
3
BlackRock
3
BlackRock
New York
$174K
4
William Blair & Company
4
William Blair & Company
Illinois
$9.91M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$4.28M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$68.8M 652,198 -434,697 -40%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$62.5M 592,156 +39,823 +7%
Betterment LLC
3
Betterment LLC
New York
$52.6M 498,383 +69,359 +16%
Morgan Stanley
4
Morgan Stanley
New York
$37.1M 351,651 +67,900 +24%
Goldman Sachs
5
Goldman Sachs
New York
$30M 284,858 +18,658 +7%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$29.1M 351,863 +351,863 New
UBS Group
7
UBS Group
Switzerland
$20.1M 190,216 +4,920 +3%
Ameriprise
8
Ameriprise
Minnesota
$19.2M 182,492 +20,102 +12%
JPMPWA
9
J.P. Morgan Private Wealth Advisors
California
$13.3M 126,526 -692 -0.5%
US Bancorp
10
US Bancorp
Minnesota
$12M 114,142 +2,164 +2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$11.8M 112,314 -4,804 -4%
Wells Fargo
12
Wells Fargo
California
$10.5M 99,075 -11,278 -10%
PCA
13
Personal Capital Advisors
California
$9.96M 94,463 +28,655 +44%
William Blair & Company
14
William Blair & Company
Illinois
$9.91M 93,944 -108,339 -54%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$9.19M 87,116 +31,055 +55%
Geode Capital Management
16
Geode Capital Management
Massachusetts
– – – –
Jane Street
17
Jane Street
New York
$8.22M 77,972 +16,891 +28%
Creative Planning
18
Creative Planning
Kansas
$7.99M 75,728 +39,062 +107%
LPL Financial
19
LPL Financial
California
$7.58M 71,890 +1,808 +3%
SB
20
Suntrust Banks
Georgia
$7.35M 69,658 -30 -0%
FWM
21
Frontier Wealth Management
Missouri
$5.86M 55,543 – –
ECM
22
ETrade Capital Management
Virginia
$5.36M 50,816 +11,990 +31%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$5.13M 48,672 -54 -0.1%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$4.28M 40,563 -55,951 -58%
SEI Investments
25
SEI Investments
Pennsylvania
$4.06M 38,455 -2,448 -6%
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