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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

292 hedge funds and large institutions have $773M invested in iShares MSCI KLD 400 Social ETF in 2020 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 114 increasing their positions, 74 reducing their positions, and 39 closing their positions.

Holders
292
Holders Change
-10
Holders Change %
-3.31%
% of All Funds
6.45%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
34
Increased
114
Reduced
74
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$79.4M
2
Bank of America
2
Bank of America
North Carolina
$96.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$36M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$5.41M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$5.84M

Top Sellers

1
Betterment LLC
1
Betterment LLC
New York
$54.9M
2
BlackRock
2
BlackRock
New York
$415K
3
Wells Fargo
3
Wells Fargo
California
$12.8M
4
WU
4
Wealthsimple US
New York
$444K
5
EAM
5
Erste Asset Management
Austria
$3.28M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$96.9M 994,453 +146,677 +17%
Morgan Stanley
2
Morgan Stanley
New York
$79.4M 815,543 +320,775 +65%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$65.2M 668,962 -28,172 -4%
Betterment LLC
4
Betterment LLC
New York
$54.9M 563,614 -96,197 -15%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$36M 369,403 +111,022 +43%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$29.1M 351,863 – –
UBS Group
7
UBS Group
Switzerland
$27.7M 284,475 +2,096 +0.7%
Ameriprise
8
Ameriprise
Minnesota
$23.6M 242,794 +12,141 +5%
Goldman Sachs
9
Goldman Sachs
New York
$19.9M 204,498 -11,503 -5%
PCA
10
Personal Capital Advisors
California
$16.3M 166,105 +19,812 +14%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$15.2M 156,168 +16,053 +11%
JPMPWA
12
J.P. Morgan Private Wealth Advisors
California
$13.3M 136,809 +11,614 +9%
Wells Fargo
13
Wells Fargo
California
$12.8M 131,697 -44,439 -25%
US Bancorp
14
US Bancorp
Minnesota
$10.8M 111,099 -11,969 -10%
LPL Financial
15
LPL Financial
California
$10.3M 106,109 +8,582 +9%
Mariner
16
Mariner
Kansas
$9.44M 96,975 +3,988 +4%
ECM
17
ETrade Capital Management
Virginia
$8.92M 91,627 +6,589 +8%
Truist Financial
18
Truist Financial
North Carolina
$8.51M 87,410 -688 -0.8%
Creative Planning
19
Creative Planning
Kansas
$8.05M 82,608 -21,865 -21%
FWM
20
Frontier Wealth Management
Missouri
$5.89M 60,515 +3,773 +7%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$5.84M 59,957 +36,502 +156%
Osaic Holdings
22
Osaic Holdings
Arizona
$5.41M 554,135 +554,135 New
FT
23
Fiduciary Trust
Massachusetts
$5.29M 54,288 +3,077 +6%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$4.85M 49,792 +7,399 +17%
SEI Investments
25
SEI Investments
Pennsylvania
$4.72M 48,428 -12,687 -21%
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