DSI icon

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 %
MFG
276
Merit Financial Group
Georgia
$250K – – –
APA
277
American Portfolios Advisors
New York
$241K +$146K +1,918 +156%
ZAM
278
Zevin Asset Management
Massachusetts
$240K -$17.9K -235 -7%
AWM
279
Affinity Wealth Management
Delaware
$236K – – –
JIC
280
Johnson Investment Counsel
Ohio
$234K – – –
LNB
281
Ledyard National Bank
$234K – – –
LC
282
Landaas & Company
Wisconsin
$234K +$687 +9 +0.3%
JWBC
283
J.W. Burns & Co
New York
$232K – – –
OPW
284
Oxler Private Wealth
New York
$232K – – –
KPWG
285
KFA Private Wealth Group
Virginia
$231K +$611 +8 +0.3%
SIAP
286
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$229K – – –
RDFA
287
Ritter Daniher Financial Advisory
Ohio
$229K – – –
CRWM
288
Castle Rock Wealth Management
California
$227K -$40.8K -511 -15%
RPC
289
Rossmore Private Capital
Connecticut
$227K +$227K +2,973 New
PTC
290
Private Trust Company
Ohio
$222K – – –
SB
291
Strategic Blueprint
Georgia
$219K +$219K +2,874 New
KBC Group
292
KBC Group
Belgium
$216K +$216K +2,828 New
PCG
293
Private Capital Group
Connecticut
$212K -$21K -275 -9%
PIA
294
Perennial Investment Advisors
California
$212K +$212K +2,773 New
KCA
295
Karn Couzens & Associates
Connecticut
$203K +$203K +2,653 New
VPIM
296
Vanguard Personalized Indexing Management
California
$202K -$84.4K -1,106 -29%
FCM
297
Firestone Capital Management
Florida
$180K – – –
Bessemer Group
298
Bessemer Group
New Jersey
$180K +$6.5K +85 +4%
AssetMark Inc
299
AssetMark Inc
California
$178K +$44.3K +580 +33%
GIA
300
Goodwin Investment Advisory
Georgia
$169K -$83.7K -1,087 -33%
10 11
12
13 14