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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

371 hedge funds and large institutions have $1.43B invested in iShares MSCI KLD 400 Social ETF in 2021 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 130 increasing their positions, 105 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
+16
Holders Change %
+4.51%
% of All Funds
6.53%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
43
Increased
130
Reduced
105
Closed
25
Calls
–
Puts
$112K
Net Calls
-$112K
Net Calls Change
+$169K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$238M
2
AIC
Ameritas Investment Company
Nebraska
$10.1M
3
GI
Gradient Investments
Minnesota
$9.86M
4
PG
Prostatis Group
Maryland
$6.02M
5
BCM
Brookstone Capital Management
Illinois
$8.31M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$79.2M
2
Betterment LLC
Betterment LLC
New York
$71.2M
3
Bank of America
Bank of America
North Carolina
$129M
4
BlackRock
BlackRock
New York
$644K
5
Wells Fargo
Wells Fargo
California
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WB
226
WesBanco Bank
West Virginia
$390K +$390K +5,104 New
WDL
227
Well Done LLC
Michigan
$384K -$55.1K -723 -13%
HPC
228
HM Payson & Co
Maine
$380K – – –
TWM
229
Titus Wealth Management
California
$378K +$6.5K +85 +2%
DADC
230
D.A. Davidson & Co
Montana
$373K -$8.26K -108 -2%
CAG
231
Crestwood Advisors Group
Massachusetts
$373K -$5.19K -68 -1%
LWA
232
Lowe Wealth Advisors
Maryland
$364K – – –
BCM
233
Blume Capital Management
California
$364K – – –
FTUS
234
Flow Traders U.S.
New York
$364K +$364K +4,773 New
PCM
235
Parsons Capital Management
Rhode Island
$358K +$763 +10 +0.2%
WFA
236
West Financial Advisors
Iowa
$348K – – –
Rockefeller Capital Management
237
Rockefeller Capital Management
New York
$346K – – –
EDRIA
238
Edmonds Duncan Registered Investment Advisors
Kansas
$342K +$28.4K +372 +9%
CAM
239
Close Asset Management
United Kingdom
$333K – – –
EWA
240
EP Wealth Advisors
California
$331K -$5.04K -66 -2%
LWA
241
Lenox Wealth Advisors
New York
$331K – – –
OPS
242
Orion Portfolio Solutions
Nebraska
$331K +$58.3K +764 +21%
GDP
243
Great Diamond Partners
Maine
$329K +$89.5K +1,174 +37%
CFS
244
CRA Financial Services
New Jersey
$326K -$25.4K -333 -7%
GW
245
GW & Wade
Massachusetts
$325K +$37.3K +488 +13%
FP
246
Financial Perspectives
Minnesota
$325K +$321K +24,569 +9,168%
FFA
247
First Foundation Advisors
California
$315K -$39.9K -522 -11%
LRIA
248
Leonard Rickey Investment Advisors
Washington
$312K – – –
HA
249
Harborview Advisors
Maine
$305K -$73.1K -956 -19%
HBT
250
Hills Bank & Trust
Iowa
$305K -$8.41K -110 -3%
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