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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

429 hedge funds and large institutions have $2.11B invested in iShares MSCI KLD 400 Social ETF in 2021 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 158 increasing their positions, 109 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+46
Holders Change %
+12.01%
% of All Funds
6.63%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
69
Increased
158
Reduced
109
Closed
18
Calls
$650K
Puts
–
Net Calls
+$650K
Net Calls Change
+$650K

Top Buyers

1
FIG
1
FundX Investment Group
California
$52M
2
Bank of America
2
Bank of America
North Carolina
$192M
3
Morgan Stanley
3
Morgan Stanley
New York
$412M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$57M
5
GI
5
Gradient Investments
Minnesota
$14.8M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$30.9M
2
Betterment LLC
2
Betterment LLC
New York
$65.2M
3
SW
3
SVB Wealth
Massachusetts
$2.8M
4
CAN
4
Cetera Advisor Networks
California
$2M
5
Bank Julius Baer & Co
5
Bank Julius Baer & Co
Switzerland
$1.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
226
Cobblestone Capital Advisors
New York
$663K – – –
HI
227
Harbour Investments
Wisconsin
$652K -$368K -3,968 -36%
CA
228
Cetera Advisors
Colorado
$644K +$6.51K +70 +1%
BF
229
Brooklyn FI
New York
$635K +$635K +6,832 New
PWAG
230
Polaris Wealth Advisory Group
California
$634K +$52.7K +568 +9%
CHAM
231
Clear Harbor Asset Management
Connecticut
$629K -$8.46K -91 -1%
MSWMA
232
Market Street Wealth Management Advisors
Indiana
$629K +$629K +6,774 New
FIA
233
Foundations Investment Advisors
Arizona
$628K -$4.02K -44 -0.6%
OCM
234
One Capital Management
California
$620K +$620K +6,682 New
OPA
235
Old Port Advisors
Maine
$610K +$79K +869 +15%
WWG
236
West Wealth Group
California
$601K +$601K +6,470 New
WFA
237
West Financial Advisors
Iowa
$598K -$25.2K -271 -4%
PWM
238
Perigon Wealth Management
California
$588K +$10.1K +109 +2%
WS
239
Wedbush Securities
California
$587K -$17.7K -191 -3%
RIA
240
Regal Investment Advisors
Michigan
$585K +$107K +1,151 +22%
SCM
241
Southport Capital Management
Tennessee
$575K -$272K -2,933 -32%
AWM
242
AE Wealth Management
Kansas
$575K +$196K +2,113 +52%
KNW
243
Kesler Norman & Wride
Utah
$570K – – –
KLI
244
Kelman-Lazarov Inc
Tennessee
$564K -$1.67K -18 -0.3%
CFGS
245
Concourse Financial Group Securities
Alabama
$558K +$85.7K +922 +18%
VWA
246
VERITY Wealth Advisors
United States
$550K – – –
OPS
247
Orion Portfolio Solutions
Nebraska
$535K +$79.2K +853 +17%
FFA
248
First Foundation Advisors
California
$529K – – –
APW
249
Aurora Private Wealth
New Jersey
$526K +$3.25K +35 +0.6%
AF
250
Advisornet Financial
Minnesota
$525K +$13.6K +146 +3%
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10
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