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iShares MSCI KLD 400 Social ETF
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Overview Fund Activity

302 hedge funds and large institutions have $895M invested in iShares MSCI KLD 400 Social ETF in 2019 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 126 increasing their positions, 55 reducing their positions, and 11 closing their positions.

Holders
302
Holders Change
+34
Holders Change %
+12.69%
% of All Funds
5.96%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
51
Increased
126
Reduced
55
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$102M
2
Betterment LLC
2
Betterment LLC
New York
$79.3M
3
Truist Financial
3
Truist Financial
North Carolina
$10.6M
4
Wells Fargo
4
Wells Fargo
California
$21.2M
5
BlackRock
5
BlackRock
New York
$7.27M

Top Sellers

1
FHA
1
First Horizon Advisors
Tennessee
$4.53M
2
Goldman Sachs
2
Goldman Sachs
New York
$25.9M
3
CCM
3
Cribstone Capital Management
Maine
$2.02M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.75M
5
PA
5
Paracle Advisors
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$102M 847,776 +156,601 +23%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$83.7M 697,134 +24,728 +4%
Betterment LLC
3
Betterment LLC
New York
$79.3M 659,811 +115,474 +21%
Morgan Stanley
4
Morgan Stanley
New York
$59.4M 494,768 +36,832 +8%
UBS Group
5
UBS Group
Switzerland
$33.9M 282,379 +25,254 +10%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$31M 258,381 +56,092 +28%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$29.1M 351,863 – –
Ameriprise
8
Ameriprise
Minnesota
$27.7M 230,653 +10,419 +5%
Goldman Sachs
9
Goldman Sachs
New York
$25.9M 216,001 -28,133 -12%
Wells Fargo
10
Wells Fargo
California
$21.2M 176,136 +77,455 +78%
PCA
11
Personal Capital Advisors
California
$17.6M 146,293 +20,511 +16%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$16.8M 140,115 +15,748 +13%
JPMPWA
13
J.P. Morgan Private Wealth Advisors
California
$15M 125,195 +1,175 +0.9%
US Bancorp
14
US Bancorp
Minnesota
$14.8M 123,068 +2,648 +2%
Creative Planning
15
Creative Planning
Kansas
$12.6M 104,473 -372 -0.4%
LPL Financial
16
LPL Financial
California
$11.7M 97,527 +14,656 +18%
Mariner
17
Mariner
Kansas
$11.2M 92,987 +1,981 +2%
Truist Financial
18
Truist Financial
North Carolina
$10.6M 88,098 +78,248 +794%
ECM
19
ETrade Capital Management
Virginia
$10.2M 85,038 +11,999 +16%
EAM
20
Erste Asset Management
Austria
$8.62M 71,717 +2,393 +3%
SEI Investments
21
SEI Investments
Pennsylvania
$7.35M 61,115 +2,331 +4%
BlackRock
22
BlackRock
New York
$7.27M 60,527 +56,301 +1,332%
FWM
23
Frontier Wealth Management
Missouri
$6.82M 56,742 – –
FT
24
Fiduciary Trust
Massachusetts
$6.15M 51,211 +144 +0.3%
PA
25
Parallel Advisors
California
$6M 49,931 +97 +0.2%
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