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iShares MSCI KLD 400 Social ETF
DSI

Overview Fund Activity

420 hedge funds and large institutions have $2.03B invested in iShares MSCI KLD 400 Social ETF in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 181 increasing their positions, 110 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
-9
Holders Change %
-2.1%
% of All Funds
6.65%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.17%
New
30
Increased
181
Reduced
110
Closed
34
Calls
$277K
Puts
–
Net Calls
+$277K
Net Calls Change
-$373K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$127M
2
OCM
2
One Capital Management
California
$45.5M
3
Cerity Partners
3
Cerity Partners
New York
$25.3M
4
Ameriprise
4
Ameriprise
Minnesota
$77.8M
5
Morgan Stanley
5
Morgan Stanley
New York
$400M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$138M
2
Bank of America
2
Bank of America
North Carolina
$164M
3
PG
3
Prostatis Group
Maryland
$4.47M
4
Betterment LLC
4
Betterment LLC
New York
$54.4M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$21.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
251
Flagship Harbor Advisors
Massachusetts
$486K +$17.4K +201 +4%
CA
252
Cetera Advisors
Colorado
$484K -$117K -1,345 -19%
Members Trust
253
Members Trust
Florida
$484K – – –
KFSC
254
Keystone Financial Services (Colorado)
Colorado
$471K +$289K +3,820 +159%
CC
255
Callan Capital
California
$467K -$9.87K -114 -2%
OBWG
256
Onyx Bridge Wealth Group
New York
$464K +$130K +1,637 +39%
APW
257
Austin Private Wealth
Texas
$461K +$461K +5,326 New
PA
258
Parkside Advisors
California
$454K -$6.84K -79 -1%
MYIA
259
Mount Yale Investment Advisors
Colorado
$454K +$454K +5,240 New
WWG
260
West Wealth Group
California
$447K -$113K -1,310 -20%
LWA
261
Lowe Wealth Advisors
Maryland
$446K -$17.3K -200 -4%
SFMG
262
Sage Financial Management Group
Virginia
$445K +$85.8K +990 +24%
MC
263
Miramar Capital
Illinois
$444K +$444K +5,125 New
HPC
264
HM Payson & Co
Maine
$440K +$17.3K +200 +4%
BCWM
265
Bartlett & Co Wealth Management
Ohio
$439K – – –
FIA
266
Foundations Investment Advisors
Arizona
$439K -$131K -1,577 -23%
BC
267
Bartlett & Co
Ohio
$439K – – –
TWM
268
Titus Wealth Management
California
$430K +$6.92K +80 +2%
DC
269
DeDora Capital
California
$419K -$301K -3,480 -42%
CAG
270
Crestwood Advisors Group
Massachusetts
$419K -$6.15K -71 -1%
APA
271
American Portfolios Advisors
New York
$418K +$28.3K +327 +7%
DADC
272
D.A. Davidson & Co
Montana
$418K +$2.6K +30 +0.6%
BA
273
Bridgewater Advisors
New York
$416K +$70.3K +812 +20%
D
274
Dentgroup
Louisiana
$416K +$186K +2,148 +81%
WDL
275
Well Done LLC
Michigan
$407K -$29.9K -346 -7%
9 10
11
12 13