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

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$30.9M
2
Betterment LLC
Betterment LLC
New York
$65.2M
3
SW
SVB Wealth
Massachusetts
$2.8M
4
CAN
Cetera Advisor Networks
California
$2M
5
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$1.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
251
Lindbrook Capital
California
$525K +$521K +5,609 +14,023%
FFG
252
Frisch Financial Group
New York
$524K +$1.58K +17 +0.3%
Members Trust
253
Members Trust
Florida
$519K – – –
CC
254
Callan Capital
California
$512K – – –
Citigroup
255
Citigroup
New York
$510K -$148K -1,595 -23%
WP
256
WealthSource Partners
California
$509K -$82.4K -888 -14%
FHA
257
Flagship Harbor Advisors
Massachusetts
$503K +$503K +5,412 New
RIS
258
Retirement Income Solutions
Michigan
$500K +$270K +2,905 +117%
LWA
259
Lowe Wealth Advisors
Maryland
$497K – – –
PA
260
Parkside Advisors
California
$495K +$186 +2 +0%
Rockefeller Capital Management
261
Rockefeller Capital Management
New York
$486K -$72.8K -785 -13%
BCWM
262
Bartlett & Co Wealth Management
Ohio
$471K – – –
BC
263
Bartlett & Co
Ohio
$471K – – –
WDL
264
Well Done LLC
Michigan
$469K – – –
TNBTD
265
Trustmark National Bank Trust Department
Mississippi
$460K – – –
CAG
266
Crestwood Advisors Group
Massachusetts
$456K +$1.39K +15 +0.3%
TWM
267
Titus Wealth Management
California
$454K +$650 +7 +0.1%
HPC
268
HM Payson & Co
Maine
$453K -$9.28K -100 -2%
DADC
269
D.A. Davidson & Co
Montana
$446K -$3.72K -40 -0.8%
WF
270
WoodTrust Financial
Wisconsin
$445K +$94K +1,011 +27%
PCM
271
Parsons Capital Management
Rhode Island
$436K – – –
EWA
272
EP Wealth Advisors
California
$435K +$93 +1 +0%
WB
273
WesBanco Bank
West Virginia
$434K -$26.7K -287 -6%
RWA
274
Redhawk Wealth Advisors
Minnesota
$434K +$48.8K +526 +13%
FA
275
FDx Advisors
Illinois
$430K +$430K +4,626 New
9 10
11
12 13