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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 %
PA
251
Prism Advisors
California
$299K +$9.7K +127 +3%
PFM
252
Peak Financial Management
Massachusetts
$298K +$4.2K +55 +1%
WF
253
WoodTrust Financial
Wisconsin
$297K -$2.9K -38 -1%
RFC
254
Regions Financial Corp
Alabama
$295K +$20.4K +268 +7%
NL
255
NWAM LLC
Washington
$294K +$294K +3,853 New
G
256
GenTrust
Florida
$293K +$293K +3,930 New
TIA
257
Traphagen Investment Advisors
New Jersey
$292K -$3.97K -52 -1%
BWM
258
BerganKDV Wealth Management
Minnesota
$291K – – –
GAM
259
Gould Asset Management
California
$291K – – –
EFSCE
260
Enterprise Financial Services Corp (EFSC)
Missouri
$286K – – –
AC
261
Abbrea Capital
California
$285K – – –
FCI
262
Financial Counselors Inc
Kansas
$281K -$6.73K -88 -2%
HCM
263
Hengehold Capital Management
Ohio
$275K +$275K +3,602 New
AWA
264
Arete Wealth Advisors
Illinois
$272K +$77 +1 +0%
TRCT
265
Tower Research Capital (TRC)
New York
$270K +$270K +3,541 New
PO
266
Private Ocean
California
$265K -$133K -1,740 -33%
OPA
267
Old Port Advisors
Maine
$265K +$265K +3,472 New
SFA
268
Sequoia Financial Advisors
Ohio
$263K – – –
T. Rowe Price Associates
269
T. Rowe Price Associates
Maryland
$260K -$19.1K -250 -7%
TCOV
270
Trust Company of Vermont
Vermont
$259K -$25.7K -336 -9%
AF
271
Advisornet Financial
Minnesota
$259K +$6.27K +82 +2%
JFA
272
JNBA Financial Advisors
Minnesota
$256K – – –
PFO
273
Pathstone Family Office
New Jersey
$255K +$255K +3,343 New
ACA
274
Atlas Capital Advisors
Wyoming
$252K – – –
ACA
275
Aptus Capital Advisors
Alabama
$251K -$26.2K -343 -9%
9 10
11
12 13