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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

355 hedge funds and large institutions have $1.33B invested in iShares MSCI KLD 400 Social ETF in 2020 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 139 increasing their positions, 81 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
+34
Holders Change %
+10.59%
% of All Funds
6.3%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
64
Increased
139
Reduced
81
Closed
23
Calls
–
Puts
$281K
Net Calls
-$281K
Net Calls Change
-$281K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$191M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$102M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$18.9M
4
Ameriprise
Ameriprise
Minnesota
$41.8M
5
BlackRock
BlackRock
New York
$7.93M

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$29.1M
2
Betterment LLC
Betterment LLC
New York
$77.8M
3
GA
Geller Advisors
New York
$4.63M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$4.6M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EFSCE
251
Enterprise Financial Services Corp (EFSC)
Missouri
$268K – – –
AC
252
Abbrea Capital
California
$267K – – –
TCOV
253
Trust Company of Vermont
Vermont
$266K -$2.36K -33 -0.9%
T. Rowe Price Associates
254
T. Rowe Price Associates
Maryland
$262K -$53.7K -750 -17%
ACA
255
Aptus Capital Advisors
Alabama
$259K – – –
RFC
256
Regions Financial Corp
Alabama
$258K – – –
OPS
257
Orion Portfolio Solutions
Nebraska
$256K +$256K +3,577 New
AWA
258
Arete Wealth Advisors
Illinois
$252K +$498 +7 +0.2%
FWP
259
Firethorn Wealth Partners
Georgia
$249K +$249K +3,475 New
SFA
260
Sequoia Financial Advisors
Ohio
$247K – – –
CRWM
261
Castle Rock Wealth Management
California
$245K +$245K +3,351 New
ZAM
262
Zevin Asset Management
Massachusetts
$242K -$70.1K -978 -22%
BA
263
Ballew Advisors
Mississippi
$241K – – –
JFA
264
JNBA Financial Advisors
Minnesota
$240K +$5.86K +82 +3%
AF
265
Advisornet Financial
Minnesota
$237K -$100K -1,396 -30%
ACA
266
Atlas Capital Advisors
Wyoming
$236K -$72 -1 -0%
MFG
267
Merit Financial Group
Georgia
$234K – – –
GIA
268
Goodwin Investment Advisory
Georgia
$234K +$234K +3,283 New
BG
269
Bahl & Gaynor
Ohio
$230K +$230K +3,216 New
GDP
270
Great Diamond Partners
Maine
$224K +$224K +3,142 New
JIC
271
Johnson Investment Counsel
Ohio
$219K -$10K -140 -4%
LC
272
Landaas & Company
Wisconsin
$219K +$219K +3,057 New
LNB
273
Ledyard National Bank
$219K +$219K +3,064 New
PCG
274
Private Capital Group
Connecticut
$218K -$291K -4,080 -57%
JWBC
275
J.W. Burns & Co
New York
$218K +$218K +3,044 New
9 10
11
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