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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 %
EH
276
Equitable Holdings
New York
$424K -$391K -4,209 -48%
GSWM
277
Golden State Wealth Management
California
$424K +$424K +4,566 New
AG
278
Appleton Group
Wisconsin
$421K -$64.5K -694 -13%
CRI
279
Colonial River Investments
Virginia
$420K +$420K +4,517 New
TA
280
Tiedemann Advisors
New York
$419K – – –
APA
281
American Portfolios Advisors
New York
$418K +$32.2K +346 +8%
BCM
282
Blume Capital Management
California
$415K -$27.9K -300 -6%
BSW
283
Buckingham Strategic Wealth
Missouri
$410K +$176K +1,893 +75%
T
284
TCWP
Ohio
$408K +$408K +4,399 New
CAM
285
Close Asset Management
United Kingdom
$405K – – –
AWP
286
Abacus Wealth Partners
California
$404K +$179K +1,929 +80%
OWA
287
One Wealth Advisors
California
$404K +$38.7K +416 +11%
CFSG
288
Community Financial Services Group
Vermont
$400K – – –
CFS
289
CRA Financial Services
New Jersey
$397K – – –
OBWG
290
Onyx Bridge Wealth Group
New York
$392K +$392K +4,198 New
EDRIA
291
Edmonds Duncan Registered Investment Advisors
Kansas
$391K – – –
SFMG
292
Sage Financial Management Group
Virginia
$385K +$385K +4,147 New
PAM
293
Premier Asset Management
Illinois
$381K -$68.2K -735 -15%
BS
294
Banco Santander
Spain
$372K – – –
HBT
295
Hills Bank & Trust
Iowa
$371K – – –
BA
296
Bridgewater Advisors
New York
$371K +$36.3K +390 +11%
TIA
297
Traphagen Investment Advisors
New Jersey
$365K – – –
HCM
298
Hengehold Capital Management
Ohio
$360K +$25.5K +275 +8%
FA
299
Flagstar Advisors
New York
$359K -$4.64K -50 -1%
B
300
Bensler
Washington
$357K +$357K +3,843 New
10 11
12
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