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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

383 hedge funds and large institutions have $1.68B invested in iShares MSCI KLD 400 Social ETF in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 143 increasing their positions, 115 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
383
Holders Change
–
Holders Change %
0%
% of All Funds
6.73%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
21
Increased
143
Reduced
115
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$346M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$170M
3
Creative Planning
3
Creative Planning
Kansas
$14.5M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$39.6M
5
LGWM
5
Litman Gregory Wealth Management
California
$3.64M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$38.5M
2
Betterment LLC
2
Betterment LLC
New York
$63.6M
3
MIAN
3
Mariner Independent Advisor Network
Kansas
$1.45M
4
BWM
4
Baystate Wealth Management
Massachusetts
$4.76M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$16.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
226
CreativeOne Wealth
Kansas
$457K +$68K +816 +17%
NFG
227
Next Financial Group
Texas
$454K +$175K +2,096 +62%
LWA
228
Lowe Wealth Advisors
Maryland
$445K +$15K +180 +3%
PA
229
Parkside Advisors
California
$443K -$18.4K -221 -4%
AG
230
Appleton Group
Wisconsin
$435K +$24K +288 +6%
MA
231
MUFG Americas
New York
$431K – – –
RIA
232
Regal Investment Advisors
Michigan
$428K -$134K -1,608 -24%
CFGS
233
Concourse Financial Group Securities
Alabama
$423K +$48.2K +579 +13%
BCWM
234
Bartlett & Co Wealth Management
Ohio
$422K -$25K -300 -6%
BC
235
Bartlett & Co
Ohio
$422K -$25K -300 -6%
CAS
236
Cascadia Advisory Services
Oregon
$421K -$46.7K -561 -10%
WDL
237
Well Done LLC
Michigan
$420K +$1.17K +14 +0.3%
HPC
238
HM Payson & Co
Maine
$414K – – –
WB
239
WesBanco Bank
West Virginia
$412K -$1.75K -21 -0.4%
TNBTD
240
Trustmark National Bank Trust Department
Mississippi
$412K – – –
OPS
241
Orion Portfolio Solutions
Nebraska
$409K +$11.1K +133 +3%
CAG
242
Crestwood Advisors Group
Massachusetts
$407K – – –
TWM
243
Titus Wealth Management
California
$406K +$665 +8 +0.2%
DADC
244
D.A. Davidson & Co
Montana
$403K -$6.66K -80 -2%
PAM
245
Premier Asset Management
Illinois
$403K +$128K +1,540 +47%
BCM
246
Blume Capital Management
California
$397K – – –
PCM
247
Parsons Capital Management
Rhode Island
$391K -$1.25K -15 -0.3%
EWA
248
EP Wealth Advisors
California
$389K +$28.5K +342 +8%
HA
249
Harborview Advisors
Maine
$385K +$40.2K +484 +12%
GSEP
250
Golden State Equity Partners
California
$376K -$15K -180 -4%
8 9
10
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