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iShares MSCI KLD 400 Social ETF
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Overview Fund Activity

310 hedge funds and large institutions have $955M invested in iShares MSCI KLD 400 Social ETF in 2020 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 125 increasing their positions, 71 reducing their positions, and 19 closing their positions.

Holders
310
Holders Change
+18
Holders Change %
+6.16%
% of All Funds
6.37%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
37
Increased
125
Reduced
71
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$116M
2
SW
2
SVB Wealth
Massachusetts
$11.4M
3
Betterment LLC
3
Betterment LLC
New York
$75.8M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$50.8M
5
Truist Financial
5
Truist Financial
North Carolina
$16.1M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$9.41M
2
PCA
2
Personal Capital Advisors
California
$250K
3
Bank of America
3
Bank of America
North Carolina
$103M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.95M
5
AIC
5
Ameritas Investment Company
Nebraska
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$116M 982,814 +167,271 +21%
Bank of America
2
Bank of America
North Carolina
$103M 875,013 -119,440 -12%
Betterment LLC
3
Betterment LLC
New York
$75.8M 641,979 +78,365 +14%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$75.2M 637,121 -31,841 -5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$50.8M 430,023 +60,620 +16%
UBS Group
6
UBS Group
Switzerland
$37M 313,205 +28,730 +10%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$29.1M 351,863 – –
Ameriprise
8
Ameriprise
Minnesota
$28.5M 233,878 -8,916 -4%
Goldman Sachs
9
Goldman Sachs
New York
$22.4M 189,974 -14,524 -7%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$19.4M 163,969 +7,801 +5%
JPMPWA
11
J.P. Morgan Private Wealth Advisors
California
$16.1M 136,429 -380 -0.3%
Truist Financial
12
Truist Financial
North Carolina
$16.1M 136,399 +48,989 +56%
US Bancorp
13
US Bancorp
Minnesota
$12.9M 109,554 -1,545 -1%
ECM
14
ETrade Capital Management
Virginia
$12.4M 105,446 +13,819 +15%
Wells Fargo
15
Wells Fargo
California
$12M 101,663 -30,034 -23%
Mariner
16
Mariner
Kansas
$11.8M 99,809 +2,834 +3%
SW
17
SVB Wealth
Massachusetts
$11.4M 96,845 +96,057 +12,190%
LPL Financial
18
LPL Financial
California
$10.9M 92,338 -13,771 -13%
Creative Planning
19
Creative Planning
Kansas
$9.82M 83,221 +613 +0.7%
Osaic Holdings
20
Osaic Holdings
Arizona
$9.41M 79,711 -474,424 -86%
FWM
21
Frontier Wealth Management
Missouri
$7.07M 59,891 -624 -1%
FT
22
Fiduciary Trust
Massachusetts
$6.78M 57,467 +3,179 +6%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$6.22M 52,680 +2,888 +6%
CJA
24
C-J Advisory
California
$5.93M 49,912 +13,153 +36%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$5.64M 47,808 +2,442 +5%
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