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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

383 hedge funds and large institutions have $1.6B invested in iShares MSCI KLD 400 Social ETF in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 147 increasing their positions, 113 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
383
Holders Change
+12
Holders Change %
+3.23%
% of All Funds
6.69%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
29
Increased
147
Reduced
113
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$276M
2
SEI Investments
SEI Investments
Pennsylvania
$15.9M
3
MML Investors Services
MML Investors Services
Massachusetts
$8.44M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$30.6M
5
FT
Fiduciary Trust
Massachusetts
$11.9M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$651K
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$74.5M
3
Betterment LLC
Betterment LLC
New York
$70.5M
4
GI
Gradient Investments
Minnesota
$6.12M
5
UBS Group
UBS Group
Switzerland
$52M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFSG
251
Community Financial Services Group
Vermont
$358K -$711K -8,595 -67%
CFS
252
CRA Financial Services
New Jersey
$354K – – –
VHAM
253
Van Hulzen Asset Management
California
$347K -$262K -3,162 -43%
HA
254
Harborview Advisors
Maine
$343K +$12.9K +156 +4%
APA
255
American Portfolios Advisors
New York
$340K +$78.6K +949 +30%
HBT
256
Hills Bank & Trust
Iowa
$330K – – –
TIA
257
Traphagen Investment Advisors
New Jersey
$326K +$8.7K +105 +3%
SHJ
258
Sharkey, Howes & Javer
Colorado
$325K -$263K -3,169 -45%
BA
259
Bridgewater Advisors
New York
$322K +$322K +3,885 New
TCOV
260
Trust Company of Vermont
Vermont
$320K +$39.6K +479 +14%
LRIA
261
Leonard Rickey Investment Advisors
Washington
$318K -$26K -308 -8%
BWM
262
BerganKDV Wealth Management
Minnesota
$316K – – –
SPIA
263
Steward Partners Investment Advisory
New York
$314K -$166K -2,007 -35%
RFC
264
Regions Financial Corp
Alabama
$312K -$8.28K -100 -3%
AC
265
Abbrea Capital
California
$309K – – –
PFM
266
Peak Financial Management
Massachusetts
$303K -$20.5K -247 -6%
GAM
267
Gould Asset Management
California
$300K -$15.8K -190 -5%
FCI
268
Financial Counselors Inc
Kansas
$300K -$4.81K -58 -2%
HCM
269
Hengehold Capital Management
Ohio
$298K – – –
AWA
270
Arete Wealth Advisors
Illinois
$288K +$6.59K +83 +2%
PO
271
Private Ocean
California
$287K – – –
SFA
272
Sequoia Financial Advisors
Ohio
$286K – – –
T. Rowe Price Associates
273
T. Rowe Price Associates
Maryland
$282K – – –
AWM
274
AE Wealth Management
Kansas
$282K +$282K +3,401 New
BA
275
Ballew Advisors
Mississippi
$280K -$280K -3,328 -50%
9 10
11
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